Lead Status Funnel Report & Time Stamping Lead Status

[franksteiner79]

Hi Community Gang

I don't know if is wishful thinking on my part or does anyone know if there are plans to expand the funnel reporting feature beyond lifecycle stages and deal stages? I have this nagging feeling I heard or read about custom funnel reports but can't find anything about it online.

I have 2 goals:

1. I'd like to built a funnel report based on contact lead status, to see how contacts are moving through the stages. To the best of my knowledge that just isn't possible right now.
2. On top, I'd like to see how long contacts remain in a certain lead status. As HubSpot isn't timestamping when a certain lead status is set (as is the case with lifecylce stages), I would have to create a few custom properties and workflows. Anyone done something similar? Any gotchas, learnings or recommendations?

Thanks

Frank

[dsecareanu · Accepted solution]

Yup, the only solution afaik is to create custom date properties like "Became a lead date" and a workflow that stamps the date of step on the contact/company when this event happens. You can then create another set of custom, calculated properties, such as "Time between lead and MQL" and "Time between MQL and SQL" and so on, as the difference between those respective custom date properties. There might be some custom-coded actions that can do this as well, but I am not sure.

Later edit: I wanted to say "became a LS New date" instead of lead date, but you got the point. 🙂

[danmoyle · Accepted solution]

@franksteiner79 interesting thought experiment. I've always thought of lifecycle stage, lead status, and deal stages as all the layers of a buyer's journey, but haven't worked on making that lead status part of the analytics as you've described. 

On the surface, seems straightforward and like @dsecareanu said, would require some custom work. 

I wonder if customer journey analytics would also help? It's a high-tier feature, but maybe it could begin to help understand each of those status features. 

Thanks for the challenge... 

[franksteiner79]

Hi @dsecareanu , @danmoyle and @jolle thanks for the input!

I'll have a play around with timestamping the lead status and see where I get to.

So far I have only dabbled with user journey reports at a superficial level but this seems currently limited to a contact's actions (which kinda makes sense), but doesn't allow me to pick other custom properties - might pop that into an idea forum post as this would essentially allow any type of custom funnel/flow report to be built.

Cheerio

Frank

[jolle · Accepted solution]

Hey @franksteiner79, I'm with you and @dsecareanu — I believe you need custom date stamp properties and workflows to track progression for non-out-of-the-box HubSpot properties. But once you have those date properties, you can look at:

• Time between lesd status date stamps
• Time between create date and any lead status date stamp
• Time between any lead status date stamp and close date
• Time between any lead status date stamp and lifecycle stage date stamp

Consider how long you're comfortable with letting a contact sit in the same lead status. You may want a workflow that automatically sets the status to "unresponsive" or something similar if their "Became [status] date" is more than 90, 180, 360, etc. days ago. Anything you can do to flag your outliers will serve you well!

It looks like there are some similar HubSpot Ideas threads on this functionality, but not a ton of traction. It could be worth sharing your use case and workarounds in those threads as well!

Hope everything goes smoothly with the buildout!

[danmoyle · Accepted solution]

@franksteiner79 interesting thought experiment. I've always thought of lifecycle stage, lead status, and deal stages as all the layers of a buyer's journey, but haven't worked on making that lead status part of the analytics as you've described. 

On the surface, seems straightforward and like @dsecareanu said, would require some custom work. 

I wonder if customer journey analytics would also help? It's a high-tier feature, but maybe it could begin to help understand each of those status features. 

Thanks for the challenge... 

[dsecareanu · Accepted solution]

Yup, the only solution afaik is to create custom date properties like "Became a lead date" and a workflow that stamps the date of step on the contact/company when this event happens. You can then create another set of custom, calculated properties, such as "Time between lead and MQL" and "Time between MQL and SQL" and so on, as the difference between those respective custom date properties. There might be some custom-coded actions that can do this as well, but I am not sure.

Later edit: I wanted to say "became a LS New date" instead of lead date, but you got the point. 🙂