I built a small cohort-analysis plugin - it's free!

[jonojeff]

Hi everyone, 

After exporting HS data and having to run detailed analysis in Excel, I teamed up with a friend to build a neat little tool, Sales Studio that takes your HS deal and pipeline data and presents it in a pivot table, that's interactive. You can see it with dummy data here

It's free right now - I'm just looking for some friendly community feedback on how I can improve it 🙂 

Cheers! 

[KCastlemain5]

Super cool, except when I saw that it only allowed the importing of deals, I was disappointed because we are needing to look at the top-of-funnel data here. So number of Leads (new object) that enter a sales pipeline (we have multiple), by when, from which weekly or month <lead created date> cohort.

[dsa]

Hi Jeff,

I tried using your tool but getting revenue cohort data only. What would be useful is number of deals. Cohort anlysis of deals created in say Feb'24 whats their conversion looking like by stage. Also, hubspot doesnt automatically change the date even if the deal is moved in the deal dashbaord from evalution to closed won.

Happy to chat and explain the scenarios. 

[jonojeff]

Hey @dsa, 

Thanks for sharing this. We can definitely add just '#' of deals instead of a deal-value. In terms of deals created in say 'Feb 24' - isn't closed-won the only way of measuring conversions? If a deal is in another stage, wouldn't that imply it hasn't converted yet? 
If the deal moves to Closed-Won we are able to automatically track the date it converts to map it. 
Would love to chat with you, though! Could you DM me your email and I'll reach out? 🙏

[dsa]

Hi Jeff,

I am looking to build 2 tables like below. The objective is to build the cohort data of the progress (volume breakdown and conversion rates) in each month. This is not possible with Hubspot. 

Snapshot Date: July
Deal creation month	# Deals created	Stage 1	Stage 2	Stage 3	Stage 4	Stage 5	Stage 6 (lost)
Feb	52	0	7	12	17	14	2
Mar	60	2	9	15	21	12	1
Apr	70	4	12	18	22	12	2
May	75	5	18	21	20	10	1
June	80	6	24	21	23	6	0

Snapshot Date: July
Conversion Rate	# Deals created	Stage 1	Stage 2	Stage 3	Stage 4	Stage 5	Stage 6 (lost)
Feb	52	0%	13%	23%	33%	27%	4%
Mar	60	3%	15%	25%	35%	20%	2%
Apr	70	6%	17%	26%	31%	17%	3%
May	75	7%	24%	28%	27%	13%	1%
June	80	8%	30%	26%	29%	8%	0%

[Sebastiaan_R]

Much appreciated. Just checked it out. Currently wouldn't work for our use case. What would help: 
-option for number of deals, instead of amount total
-option for weekly, instead of monthly 
-option for conversion percentages in the table 

It would then end up looking like attached example. Ecept this is retention. For us its about deals converting and later you would expect higher conversion. So it would be progress conversely (instead of high percentage to low, it would start low and later on in the year convert more and more)

[jonojeff]

Hey Sebastiaan, 

Thanks for looking into this! I'm going to send you an email as I have a few follow up questions! 🙂 

Cheers

[Sebastiaan_R]

Awesome. Would love to give it a try. Where can i find it? 

[jonojeff]

Hey @Sebastiaan_R - awesome! try it out here: https://sales.studio 

[JGaeng]

Looks like the domain is expired. Is this tool still available?

[PamCotton]

Hey @jonojeff, Thank you for sharing Sales Studio with us! It sounds like you've put a lot of effort into creating a useful tool for the Community. 

We're always excited to see innovative solutions like yours.

Kindly,

Pam