Reporting & Analytics

RoselineKp
Member

Building a ratio report

SOLVE

I want to build a MQL report that shows the ratio of qualified to unqualified leads weekly. I saw there is a 'quota' option in the reports section but when I select it nothing happens. Please advise. 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Building a ratio report

SOLVE

Hi @RoselineKp,

 

You're not creating a new report with those filters, you're looking up whether there are existing default reports in the report library.

 

If you want to create a report, click Single object > Contacts. You can then visualize the Count of contacts and your qualified/unqualified property.

 

For a ratio report, I'd recommend a pie or donut chart visualization.

 

Let me know if you get stuck at any point.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Building a ratio report

SOLVE

Hi @RoselineKp,

 

You're not creating a new report with those filters, you're looking up whether there are existing default reports in the report library.

 

If you want to create a report, click Single object > Contacts. You can then visualize the Count of contacts and your qualified/unqualified property.

 

For a ratio report, I'd recommend a pie or donut chart visualization.

 

Let me know if you get stuck at any point.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.