Reporting & Analytics

TMurdock
Member

How to do a 2-axis Funnel Table Report

I am accustomed to doing funnel reporting that shows funnel values (along the vertical exis) changing by time period (horizontal axis). The reports look something like this: 

 

 Day 1Day 2Day 3etc. 
Site Visitors859087 
Leads10119 
MQLs352 
etc.    

 

As far as I can tell, there is no way to generte such a report in HubSpot. 

 

Instead what I've done is use a tool like Coefficient to extract data from Hubspot, get it in a Google Spreadsheeet, and then use a bunch of pivot tables, etc. to generate the sort of report seen above. 

 

My questions: 

 

  • Am I missing something and is there some way to generate a report like this in Hubspot? 
  • If not, are there folks who create reports like this and feel like they do it well? What tools do you use? How do you do it? 

Thanks in advance for any responses. 

 

0 Upvotes
5 Replies 5
danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

How to do a 2-axis Funnel Table Report

@TMurdock in custom reports, HubSpot does have pivot tables as an option. 

danmoyle_0-1667828150804.png

 

Would this help instead of exporting to a spreadsheet to build a pivot table? 

 

I have not built this report you're asking, but when someone asks for a pivot table, I think of this option first. 

 


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Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
TMurdock
Member

How to do a 2-axis Funnel Table Report

Thank you @danmoyle for the reply. 

 

I'm finding that the issue there is that "entered stage date" does not appear (yet) in the custom report builder. 

 

Specifically I'm seeing this thread where @karstenkoehler points out that it is unavailable. 

 

This property would be necessary to build out the full funnel. 

 

danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

How to do a 2-axis Funnel Table Report

Gotcha @TMurdock. Yes if that's not available yet, then the pivot table option isn't yet relevant. Got you. Have you looked to see if it's an idea proposed to the product team? If it is, upvote that. If not, you can create the idea. The product team keeps an eye on the ideas forum (here).

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
TiphaineCuisset
Community Manager
Community Manager

How to do a 2-axis Funnel Table Report

Hi @TMurdock 

 

Thank you for reaching out.

 

I want to tag some of our experts here @Sam62 @Bryantworks @StjepanGrcic @danmoyle do you have any thoughts for @TMurdock on this? 

 

Thank you!

Best

Tiphaine


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0 Upvotes
TMurdock
Member

How to do a 2-axis Funnel Table Report

Thank you @TiphaineCuisset ! 

0 Upvotes