HubSpot Ideas

ryanpaulfyfe

'Over time' Trend reports for conversion rates

Right now it's possible to do:

 - Stage Conversion Rates for an Aggregate Time Period
and
 - Overtime reports by 'count' or a 'sum'

--

But it's not possible to do an over-time report combining the two.

For example we want to take key conversion points in our funnel:
 - Visitor -> Lead
 - Lead -> Deal
 - Deal -> Closed Won
etc..

And see how those conversion rates are trending over time, by key segments:
 - Deal Owner
 - Deal Size

Right now from what we were told this isn't possible In Hubspot so to pull the data manually day by day and work in Excel. Yikes!

11 Comentarios
johnelmer
Colaborador líder | Partner nivel Elite

@ryanpaulfyfe You can use our HubSpot Connector for Excel to automate the one-way push of data from HubSpot. https://app.hubspot.com/ecosystem/2756921/marketplace/apps/marketing/analytics-data/excel-integratio... 

 

You can also do this in Power BI, perhaps a bit more easily.  If you use our HubSpot Connector for Power BI, the cost is the same and you can export from Power BI to Excel easily.  https://app.hubspot.com/ecosystem/2756921/marketplace/apps/marketing/analytics-data/powerbi

ryanpaulfyfe
Miembro

@johnelmer 

We're aware of the app market-place, and potential integrations to take our data offline and work with it -

We adopt cloud solutions to avoid doing those things and would consider our feature request here to be extremely standard for any sales and marketing team to want to look at.

Paying for another solution, on-top of Hubspot, just to pull data out is defeating a big motive for adopting the tool and moving out of Excel to track these things in the first place.

So thanks, but no thanks.

JSchneider
Miembro

+1

AHudson
Colaborador

Agreed the workaround for this is not ideal

Lydon
Miembro | Partner nivel Elite

+1 

PJohnson82
Miembro

Has there been any change in this? 

 

Agree with @ryanpaulfyfe that this is a real key report to understand. 

 

Thanks, Patrick 

TrujayJay
Colaborador líder | Partner nivel Elite

Has anyone found a solution to this yet?

YKrug
Miembro

I would love to have that...

pboudy
Colaborador

indeed this would be helpful to see in aggregate and also based on key metadata (sales person or deal category etc.).  

AB_Secfi
Miembro

7 months now since the last query - any chance that the Hubspot team has built this out? Seems like an absolute basic feature for any Sales Funnel

NBedo
Miembro

This would be extremely helpful as we AB test various aspects of our site. Seeing our conv rates at a glance would help to communicate things to stakeholders. And many competing platforms have had this for a long time.