Dashboards & Reporting

LuisNovo
Member

Need help figuring out how many deals passed through a lane in a period

Hi everyone, how are you? 

 

I need your help with something here. 

 

We have a pipeline in Hubspot to handle our sales leads. Basically, the lead enters this stage upon raising their hands, then he goes through some lanes, becoming a SQL, then becoming a SAL, then becoming a Customer. 

 

What I am trying to put together is a report that shows me how many SQLs were created by week. So, basically, the chart should have: 

 

- x axis: the date the user entered that particular lane

- y axis: how many users entered the particular lane that week

 

We need to show this even for leads that were lost or that are already advanced to further lanes. 

 

Can anybody help with that?

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webdew
Guide | Diamond Partner
Guide | Diamond Partner

Need help figuring out how many deals passed through a lane in a period

Hi @LuisNovo ,

You can use thor report from library "Contact totals by lifecycle stage" and then customize it accordingly: https://prnt.sc/1xgbelq.
Filters on data tab: https://prnt.sc/1xgbl37

Hope this helps!


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