Dashboards & Reporting

HenrikHS
Participant

Create report on leads to sales

SOLVE

I want to set up a report on how many of our qualified leads (from the prospecting workspace), turn out as sales (in our deal pipeline). 

And bonus if i also can see the amount those sales bring inn. 

NB: I have HubSpot professional, not enterprise

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1 Accepted solution
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Create report on leads to sales

SOLVE

@HenrikHS - My assumption is that when a Lead is set as Qualified in the Prospecting Workspace a Deal is created on the pipeline, in the first stage.

If that's the case, the out-of-the-box 'Deals won & lost' report in the Sales Analytics reports will show you the number of conversion rate of deals in your pipeline, with the relevant filters (date range, HubSpot team, product line) applied. You'll also be able to click on the numbers in the report to drill-down into further details, such as the value of these deals. 

HFisher7_0-1736934673053.png

Another approach would to use the deal funnel report to see how deals are moving through your whole pipeline.







Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution

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1 Reply 1
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Create report on leads to sales

SOLVE

@HenrikHS - My assumption is that when a Lead is set as Qualified in the Prospecting Workspace a Deal is created on the pipeline, in the first stage.

If that's the case, the out-of-the-box 'Deals won & lost' report in the Sales Analytics reports will show you the number of conversion rate of deals in your pipeline, with the relevant filters (date range, HubSpot team, product line) applied. You'll also be able to click on the numbers in the report to drill-down into further details, such as the value of these deals. 

HFisher7_0-1736934673053.png

Another approach would to use the deal funnel report to see how deals are moving through your whole pipeline.







Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution