Dashboard shows funnel
The new dashboards are a nice improvement. However, as head of marketing what I really need to see is more of a funnel. How many leads have we generated in the last X days? How many have become MQLs. How many SQLs? How many Opportunities? And how does this measure up against my goals?
The current "Leads" dashboard is not really that useful. It does tell me any many people doing something on my site but I get no sense of what goes to Sales and what they accept and are successful with. And after all, this is the real measure of marketing success!.
As a bonus, it would be nice to be able to filter this so I can see it for the various sales teams and channels I support.
Catherine, What's your process for SQL and MQL "qualification"? I have measured this with the lists tool in the past, where I can see everyone who exists at that lifecycle stage.
Regarding the traffic coming to your demo form; it sounds like this could be solved with a tag/URL manager.
Are either of you using the Marketing product, or just the CRM?
Catherine J. commented
Agreed. The single-most helpful thing I help customers with is visualizing a sales funnel. Often, they haven't pictured the stages and how many people are at each stage. Once they do, it's easier to put actions (and dollars) behind moving people from one stage to the next. It's such a fundamental piece of what HubSpot is accomplishing, it seems a bit crazy I still have to export a list and visualize it in Excel (or some other tool.) Would love to see this functionality added!
Barbara Roos commented
Agreed. On a related note, it would be very helpful to be able to drill down to see funnel reports for specific pages or forms. For example, we have a demo request form, and I would like to be able to quickly see which pages are driving the most users to that form, and ultimately to become customers.