Dashboards & Reporting

LDeniz
Member

MQL to SQL report

I would like to run a report looking at MQLs to SQLs.

 

MQLs are defined as memembers of a certain list and SQLs are defined as when the contact is associated with a deal and the SQL property is checked. Is there a way to run this report? Please let me know! 

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Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

MQL to SQL report

Hi @LDeniz 

 

If you want to look at the conversion rate between MQL and SQL, then you really need to align on HubSpot's built-in lifecycle stage property and the MQL and SQL stages within. You can then create a custom funnel report to show you the conversation rate from one stage to the next. 

 

Create custom funnel reports

 

You will however need to change the default behaviour that makes the Lifecycle stage equal to opportunity when the contact is associated with a deal. This can be configured in your contact object > lifecycle stage settings: 

Automatically set and sync record lifecycle stages

 

Hope this helps?

Phil Vallender | HubSpot Website Agency
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LDeniz
Member

MQL to SQL report

Hi Phil, 

 

Thanks for the response! I have made some changes and now the SQL lifecycle stage is set when a deal is created. Is there a way for the MQL lifecycle stage to be set when a contact is added to a list? 

Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

MQL to SQL report

Hey Dennis

you can always use Worflows/automation to set or update the contact's lifecycle stage.

You can build a WF that when the contact is in X or Y list then Set Lifecycle stage to MQL.

The same thing you can do to set a Contacts as a SQL when they have an associated deal.

Hope this helps

PS: Be aware of what Phil mention about turning off the standard HS Lifecycle setting.

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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