I'm trying to make a report that shows our contacts created monthly vs won deals (customers). Ideally, I'd want to show this as a percentage. I've had a play around but am struggling to make this happen. Does anyone have any suggestions?
HubSpot has the funnel report type for this. Navigate to Menu > Reports > Reports > Create custom report > Funnels > Contacts.
In the left sidebar, choose "All created contacts" + "Customers" under Add stage. With the option "Show contacts that have gone through all stages", HubSpot will now also show a conversion rate.
Make sure to review the date filters under Filters.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
HubSpot has the funnel report type for this. Navigate to Menu > Reports > Reports > Create custom report > Funnels > Contacts.
In the left sidebar, choose "All created contacts" + "Customers" under Add stage. With the option "Show contacts that have gone through all stages", HubSpot will now also show a conversion rate.
Make sure to review the date filters under Filters.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer