Reporting & Analytics

ASAR
Member | Platinum Partner
Member | Platinum Partner

Funnel report with campaign source

SOLVE

I'm trying to set up a funnel report.

 

What I want to be able to see is how every campaign is performing for the funnel: Leads to Customer. In the report I also want to see the source like email, paid media, social and so on.

Is that possible and how do I do it? 🙂

 

Thanks!

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Funnel report with campaign source

SOLVE

Hi @ASAR,

 

Yes, it is, however not within one single report. (The visualization options don't allow for that and honestly I don't know what such a report should even look like.)

 

The way you'd approach this by creating a funnel report and filtering the entire report (top left of the report editor) for a specific Original source, then repeating the process and creating additional reports for the other sources. You can then place them on a dashboard for easy comparison.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
RLS1
Participant

Funnel report with campaign source

SOLVE

Can this be drilled down even further to specific assets, campaigns, or tactics (specific emails, forms, landing pages)? 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Funnel report with campaign source

SOLVE

Hi @ASAR,

 

Yes, it is, however not within one single report. (The visualization options don't allow for that and honestly I don't know what such a report should even look like.)

 

The way you'd approach this by creating a funnel report and filtering the entire report (top left of the report editor) for a specific Original source, then repeating the process and creating additional reports for the other sources. You can then place them on a dashboard for easy comparison.

 

Let me know if you have any follow-up questions!

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.

ASAR
Member | Platinum Partner
Member | Platinum Partner

Funnel report with campaign source

SOLVE
Thank you for great support and how I can get as close as possible to what
I'm looking for.