Reports

[OAskarov]

Hello there,

So I was asked by a client of Main to create a few reports, but I'm not sure how I can create these in their account. I spent a couple of hours trying to create it but with no luck.

I'll appreciate someone's help with this.

1. Funnel report: Website visits --> "Sign Up form" --> Income, by lead source.

2. Funnel report: Website visits --> "Demo Request" --> Income, by lead source.

3. Goals report: Number of deals created (by source) Goals vs. Performance. 

4. Goals report: Pipeline (by source) Goals vs. Performance. 

Your help is appreciated.

Thank you

Oren

[OAskarov]

Hello @MiaSrebrnjak ,

Thank you for the help.

Do you know if there's a way to get these reports by syncing the data with Google sheets and then build it on data studio?

Thank you

Oren

[OPerek-Clark]

Hi @OAskarov,

A few questions for you:

1. Funnel report: Website visits --> "Sign Up form" --> Income, by lead source

• Are you looking to see what website visits then convert on the sign up form? Broken down by lead source?
• What does income refer to? Income of the company or income generated for your client?

2. Funnel report: Website visits --> "Demo Request" --> Income, by lead source.

• Is this the same as the above report by looking at conversion on the demo request form?

When it comes to goals reports, this is where HubSpot has some shortcomings to address. I came across this post from @karstenkoehler that walked through how to utilize the Sales Analytics > Forecast & Pipelines > Quota Attainment report to view deals created vs. goal (quota) specific to #3.

[OAskarov]

Hello Mia,

Thank you very much for that.

[MiaSrebrnjak]

Hi @OAskarov, 

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter: 

Hi @GRajput, @Mike_Eastwood, @Dan1, do you have any tips for @OAskarov? Thank you!

Cheers
Mia, Community Team