Reporting & Analytics

MCaulder
Member

Custom Report

I need help figuing out how to make a customer report to show the following:

1. How many leads are we getting each month and the source of those leads: website, Thomasnet, D2P lead lists, etc. I think I have this figured out

2. What is the result of those leads: dead, current prospect, quoted, sold, etc.

3. What is the average dollar value of a lead (sales from those leads).

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Olivia_Bagnall
Guide | Platinum Partner
Guide | Platinum Partner

Custom Report

@MCaulder 

Happy to help here! 

Both of these reports should be possible using the custom report builder. My main question here is, where do you currently store the source info for your leads? Is the source being recorded properly, and if so, into what property? 

If you would like to discus this in person, please feel free to book 15 mins with me here 

 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

Olivia Bagnall
Platinum HubSpot Partner | HubSpot Specialist | Community Champion
BA°SKEY

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