Hello,
i want to create charts of lead sources for different deal phases. For example, where do all leads come from who make a contact request, to whom we send an offer and which we can close. How can I do that?
Thanks in advance
Philipp
Hey @PMot, thanks for reaching out! This is a great question.
The answer will depend on your HubSpot subscription level. Free and Starter subscriptions are limited in reporting, but they would be able to give you a general sense of the sources that are creating contacts and such. Professional and above subscriptions give you access to the custom reporting tool, so you’d be able to build and track a bunch more there!
Keep in mind that all of the tracked actions in HubSpot (i.e., form submissions, email engagement, pageviews) occur at the contact level, so that’s where your lead source data really lives.
At the contact level, you can check out:
- Original source — this is the high-level channel source that HubSpot sets for all contacts
- Original source drill-down 1 & Original source drill-down 2 — these are more specific properties from HubSpot that get mores pecific about the channels/campaigns/tools/users that created the contact
At the deal level, you can check out:
- Original source type — this is pretty much the same as “Original source” at the contact level, but it will give you a high-level sense for the channel that sourced the deal
You could leverage these properties, together or separately, to build reports for:
- Total deals by stage and original source type
- Closed won deals by original source type
- Closed lost deals by original source type
- Time to close by original source type
- Contacts created by original source
- Form submissions by original source
I know there’s a lot here, and the HubSpot reporting tool can be confusing at first, so here are some additional resources in case they’re helpful:
Hope this helps!!