Reporting & Analytics

HAdamson
Miembro

Creating Reports on free version of hubspot

resolver

 I am looking for instructions on how to create the following reports:

 

Initiation-to-close time = when we make first contact with a lead until we close a deal

 

Meeting Acceptance Rates.

 

Deal Win-Loss Ratio.

 

Our deal stages are all set up with the metrics we need to report on, just need help actually generating a report.

 

Thank you!

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Creating Reports on free version of hubspot

resolver

Hi @HAdamson,

 

In the free version, you're limited to the report library: https://knowledge.hubspot.com/reports/use-a-report-from-the-report-library

 

Here you can check for reports that are closest to your requirements. As far as I'm aware, the report library does not contain exactly what you're looking for, however. To create the reports from your list, a Professional subscription would be needed to access the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Creating Reports on free version of hubspot

resolver

Hi @HAdamson,

 

In the free version, you're limited to the report library: https://knowledge.hubspot.com/reports/use-a-report-from-the-report-library

 

Here you can check for reports that are closest to your requirements. As far as I'm aware, the report library does not contain exactly what you're looking for, however. To create the reports from your list, a Professional subscription would be needed to access the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

Best regards!

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.