Alright. Monitoring and reporting on life cycle stages. So awesome work so far building all of those life cycle stages with your definitions and your triggers. So let's move on to see what happens once those things are live and the data is getting produced in your CRM and how do you actually report on that, analyze that, and then look for any kind of errors and move forward with that.

So there is a lot of reportings you can do surrounding life cycle stages. We are not gonna go into every single one of those because this is gonna take hours and hours. We are gonna stick to some of the fundamentals, some of the key metrics that we want you to track that is volume metrics, conversion metrics, and time metrics, and how do you generate those reports, those basic fundamental reports, and some of the more adoption oriented reports that will help you in the next phase. So let's get started.

So I'm on a dashboard that we have created, and let's start with the regular funnel report. So this is the funnel report which will show you the volume metrics of the deals, of the contacts that are getting created in your system and where is the drop off point. So I can see all of my stages are pretty stable except MQL to SQL. So this raises a quick question on, hey, what's happening here where we are seeing a drop of conversion a lot, where in other places we have eighty percent and something like that, but this is only fifty three percent.

So what's going on here? What's happening here? So you can note these questions down and, bring this in your alignment meetings that you might have in future. So this will help you create visibility in your buying journey of your customers and where do they drop off.

Then if you have a multichannel acquisition levers running and you are using that inclusion list based workflows and you have two different funnels running at the same time, then you also need a custom property to segment those out. So acquisition channel is any of inbound. So this is gonna show only the contacts that is coming from inbound source and these are the contacts that's coming from PLG as my acquisition level. And I can see again there is a commonality where I see MQL to SQL point is the major drop off.

Again, this is all dummy data, but you can think through that. Going back to my original dashboard, we have some adoption driven report as well. So contacts that entered and stayed in MQL by month. So you can create these kinds of report.

You can see the same report but for SQLs and for opportunity, and then you can see how many contacts are actually becoming customers month over month, and you can see where, do they stand and, what is their current, lead status as well. So you can segment by that. So there are a lot of options. Let's go ahead and let me show you to create some reports.

So you saw the volume reports. You see the conversion here right on the same report. Let's create a time based report live. So you'll go to the reports.

You can do either, custom report builder or single object. Let's do single object for now. You select contacts and then do search for time and scroll down all the way here. You'll see couple of time based reports that are already present natively in HubSpot.

So time between contact creation and deal close, time between contact creation and deal creation, then time between the native stages.

Then you can use to see, like, what is the community time that we are spending in every single stage. So you can, let's say, grab all of these. So I'm gonna pause the video and grab all of these. So now I've pulled a couple of data points in. Now you move on to the visualization and actually grab those here. Move it from total to average.

Make sure your time filters are set correctly. So this is a demo portal, so I'm using all time. But whatever time you wanna filter it out, be it this month, this quarter, next quarter, last quarter, you can do it. And then you can add as many as you want in here. So I'll add this, and then I'll do an average of this.

And this way, you will be able to create how much time contacts are spending in particular life cycle stage. And is this something that is expected, unexpected?

And based on that, you can, you know, take your learnings back and go back to the drawing room and strategize. Hey. Our folks are spending a significant lot of time in, let's say, activation stage or MQL stage. So what can we do about this?

So this is how you'll create a time based report. Let me show you how do you create general reports. This is only applicable for so you go to the reports builder and select customer general report. You can do it either on a contact basis or deals.

So we're gonna select contacts for now, and then you can use other options as well, but we are gonna stick to our, like, simple life cycle stages for now. So we're gonna add all of these stages, opportunity, and then we'll have customers. So just be careful. This is not listed every single time in the correct order, so you have to be, cognizant of that.

And then I'm just gonna do activation, and that's it. So So this is how, it's gonna look like something like this. And then you can mark stages required or optional. If you mark stages optional, then you can see the actual drop off points that are happening in the system, and you can see, hey.

A lot of contacts are actually skipping from MQL directly to opportunity. That's why we saw that initial drop. And and you are able to see, hey. People are also jumping directly from the lead to opportunity.

So you can open up conversations.

And this will also give you the time metrics as well. Hey. How much average time does it needs to complete the entire journey that we have mapped out starting from lead to impact, all the way to impact, and how many average days are needed between every single steps. So it's gonna give you, a good highlight. This is only for marketing hub enterprise, but if you have that hub, please feel free to build these kinds of reports. And if you need, you can also pull in from other HubSpot assets.

So here's a report idea that you can create and you can build a lot of your own based on your organization you unique needs. So for example, if you wanna troubleshoot contacts that are in opportunity life cycle stage, but they don't have any associated deals with them. So this is kind of weird. So you see in twenty twenty three, I have seventy of those deals, and you can break it down by different quarters and contact owner and whatnot.

But this is to give you some ideas on what are some troubleshooting steps that you can take in order to get your data correct. And in the next video, we are gonna chat about specifically the adoption part of these things, and we'll cover more in-depth about these things. So that's pretty much it. Congrats on building out your reporting and actually starting to measure your data.

I'm excited to see you in the next video. Stay awesome. Keep doing it big, and I'll see you in the next video. Bye.