Reporting & Analytics

brian1
Participant

How can I create a Lifecycle Stage report that shows...

SOLVE

contacts with Lifecycle stage "Marketing Qualified Lead" that "Became a Marketing Qualified Lead" more than two weeks ago (rolling date range)?? 

 

Essentially in this report, I want to view contacts that have remained in a specific lifecycle stage for a period of two weeks or longer. 

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How can I create a Lifecycle Stage report that shows...

SOLVE

Hi @brian1

 

You need to use HubSpot lists for this, rather than contact views. In lists you can set up a rule stating 'became MQL date is more than two weeks ago' like this:

 

New List   HubSpot.png

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

0 Upvotes
2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How can I create a Lifecycle Stage report that shows...

SOLVE

Hi @brian1

 

You need to use HubSpot lists for this, rather than contact views. In lists you can set up a rule stating 'became MQL date is more than two weeks ago' like this:

 

New List   HubSpot.png

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes
brian1
Participant

How can I create a Lifecycle Stage report that shows...

SOLVE

Thanks Phil, it hadn't even occurred to me yet that you could filter for smart list membership on reports. Thought that was only under contacts tab. Thanks again!