Reporting & Analytics

squigglebit
Contributor

Lifecycle stage each month

SOLVE

Is it possible to build a report that shows how many people were in a lifecycle each month?

E.g how many were MQL in Jan vs Feb etc, we're trying to report on lifecycle growth

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

Lifecycle stage each month

SOLVE

Hi @squigglebit,

 

Yes, HubSpot documents automatically when a contact converts to a specific lifecycle stage.

 

Navigate to Menu > Reports > Reports > Create report > Single object > Contacts.

Under Filters, change Create date to Date entered 'Marketing Qualified Lead (Lifecycle Stage Pipeline)'. This might be named slightly differently for you, search for MQL or Marketing Qualified Lead.

 

In the Visualization tab, set the settings up like shown below:

 

karstenkoehler_0-1678192998171.png

 

You can now either stick to a bar chart and specify the frequency (Daily, Monthly etc) in the top right corner. Or you switch to a line chart and make it a cumulative visualization, showing growth over time:

 

karstenkoehler_1-1678193042941.png

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
squigglebit
Contributor

Lifecycle stage each month

SOLVE

Thank you 🙂

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lifecycle stage each month

SOLVE

Hi @squigglebit,

 

Yes, HubSpot documents automatically when a contact converts to a specific lifecycle stage.

 

Navigate to Menu > Reports > Reports > Create report > Single object > Contacts.

Under Filters, change Create date to Date entered 'Marketing Qualified Lead (Lifecycle Stage Pipeline)'. This might be named slightly differently for you, search for MQL or Marketing Qualified Lead.

 

In the Visualization tab, set the settings up like shown below:

 

karstenkoehler_0-1678192998171.png

 

You can now either stick to a bar chart and specify the frequency (Daily, Monthly etc) in the top right corner. Or you switch to a line chart and make it a cumulative visualization, showing growth over time:

 

karstenkoehler_1-1678193042941.png

 

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.

CDiwadkar
Member

Lifecycle stage each month

SOLVE

What if we create a custom Lifecycle Stage? How  would that work?

0 Upvotes
RDiazdeRivera
Member

Lifecycle stage each month

SOLVE

Hey, @karstenkoehler if a company tagged as an MQL progresses to an SQL will the cumulative count still show that legacy MQL as that, or will be shown as an SQL instead?

0 Upvotes