Cohort reporting by create date

BDavies8 · ‎Nov 30, 2021

I need to do a cohort report by create date and lead source. I want to see from created through the lifecycle stages and sales stages (we use HubSpot CRM). Someone must be doing this? Any advice? I'm assuming I need an external tool. Many thanks in advance!!

OrenE · Monday

We struggled with this quite a bit. This is a very important report for us.

Hubspot reporting doesn't seem to support it 😞

We reverted to Excel...

TiphaineCuisset · ‎Dec 2, 2021

Hi @BDavies8

Thank you for reaching out.

I want to tag some of our experts on this - @NicoleSengers @Josh @danmoyle do you have any thought for @BDavies8 on this?

Thank you!

Best

Tiphaine

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KTangney · ‎Feb 9, 2022

Hello! Can you please advise if cohort reporting is possible in Hubspot. We want to be able to asses the effectiveness of leads over time.

Reporting & Analytics