HubSpot: conversion rate analysis

Calculate conversion from signup to deal signed across any dimension you'd like (country, industry, deal owner, etc)

Improve your conversion rate and, ultimately, your revenue by gaining better insight into your HubSpot sales data. Use Actiondesk to quickly and painlessly calculate conversion rates from signup to deal signed — across any variable you choose, including country, industry, deal owner, and more. Access all your conversion data from within a streamlined, user-friendly spreadsheet, and start making better data-driven decisions.

The process

Try It for Yourself

Let's calculate the conversion rate per country per industry per month. We’ll keep it simple for the sake of the example, but as an Actiondesk user, you should feel empowered to incorporate any metrics you like into this dashboard!

Step 1: Import your deals

The first step is to import your deals data from HubSpot into Actiondesk. Follow these steps:
  1. Create a sheet called “HubSpot deals”
  2. Click the “Import” button
  3. In the dropdown menu, select your HubSpot account
  4. In the “Table to Import” dropdown menu, select “Deals”
  5. Choose the columns that you’d like to use, keeping in mind that you’ll at least need to use the “DealId,” “Company Id,” and “Create Date” columns

Step 2: Import your companies data

Next, you need to import your companies from HubSpot into Actiondesk. Follow these steps:
  1. Create a sheet called “Hubspot companies”
  2. Click the “Import” button
  3. In the dropdown menu, select your HubSpot account
  4. In the “Table to Import” dropdown menu, select “Companies”
  5. Choose the columns that you’d like to use, keeping in mind that you’ll at least need to use the “Company Id” and “Industry” columns

Step 3: Determine the industry of each company

To determine the industry of each company, respectively, follow these steps:
  1. In “HubSpot deals” sheet, add a calculated column to your table called “Company Industry”
  2. In the first cell under the column header, enter this formula:
            =LOOKUP(#Company Id, Hubspot companies!#companyId, Hubspot companies!#Industry)
  3. Either copy and paste the formula into the cells below, or use drag your cursor down the full length of the column.

Step 4: Add a “Month” column

Next, you need to add a calculated column to obtain the respective month of each deal. Follow these steps:
  1. Add a calculated column called "Month"
  2. In the first cell under the column header, enter this formula:
            =YEAR(#Create Date)&"_"&MONTH(#Create Date)

Step 5: Determine conversion rates

To obtain your conversion rates, follow these steps:
  1. Create a third sheet and title it "Conversion rate analysis"
  2. In cell A1, write the name of one industry
  3. In cell B3, write "# of deals created"
  4. In cell B4, write "# of deals won"
  5. In B5, write “conversion rate”
  6. In cell C2, write the months for whose data you’d like to see, using a YYYY_MM format
  7. In cell C3, enter the following formula:
            =COUNTIFS('Hubspot deals'!#Month, B2, 'Hubspot deals'!#Company Industry, $A$1)
  8. Copy and paste the formula to the right
  9. In cell C4, enter the following formula:
           =COUNTIFS('Hubspot deals'!#Month, B2, 'Hubspot deals'!#Company Industry, $A$1, 'Hubspot deals'!#Deal Stage, "Closed won")
  10. Copy and paste the formula to the right
  11. In cell C5, enter the following formula:
            =C4/C3
  12. Copy and paste the formula to the right

Congrats! You’ve just built a custom HubSpot dashboard that tracks conversion rate per country per industry per month. Feel free to change the industry in cell A1 if you want to see data for another industry. The best part? Your Actiondesk dashboards will always be up to date, thanks to automatic real-time updates.

Let's calculate the conversion rate per country per industry per month. We’ll keep it simple for the sake of the example, but as an Actiondesk user, you should feel empowered to incorporate any metrics you like into this dashboard!

Step 1: Import your deals

The first step is to import your deals data from HubSpot into Actiondesk. Follow these steps:
  1. Create a sheet called “HubSpot deals”
  2. Click the “Import” button
  3. In the dropdown menu, select your HubSpot account
  4. In the “Table to Import” dropdown menu, select “Deals”
  5. Choose the columns that you’d like to use, keeping in mind that you’ll at least need to use the “DealId,” “Company Id,” and “Create Date” columns

Step 2: Import your companies data

Next, you need to import your companies from HubSpot into Actiondesk. Follow these steps:
  1. Create a sheet called “Hubspot companies”
  2. Click the “Import” button
  3. In the dropdown menu, select your HubSpot account
  4. In the “Table to Import” dropdown menu, select “Companies”
  5. Choose the columns that you’d like to use, keeping in mind that you’ll at least need to use the “Company Id” and “Industry” columns

Step 3: Determine the industry of each company

To determine the industry of each company, respectively, follow these steps:
  1. In “HubSpot deals” sheet, add a calculated column to your table called “Company Industry”
  2. In the first cell under the column header, enter this formula:
            =LOOKUP(#Company Id, Hubspot companies!#companyId, Hubspot companies!#Industry)
  3. Either copy and paste the formula into the cells below, or use drag your cursor down the full length of the column.

Step 4: Add a “Month” column

Next, you need to add a calculated column to obtain the respective month of each deal. Follow these steps:
  1. Add a calculated column called "Month"
  2. In the first cell under the column header, enter this formula:
            =YEAR(#Create Date)&"_"&MONTH(#Create Date)

Step 5: Determine conversion rates

To obtain your conversion rates, follow these steps:
  1. Create a third sheet and title it "Conversion rate analysis"
  2. In cell A1, write the name of one industry
  3. In cell B3, write "# of deals created"
  4. In cell B4, write "# of deals won"
  5. In B5, write “conversion rate”
  6. In cell C2, write the months for whose data you’d like to see, using a YYYY_MM format
  7. In cell C3, enter the following formula:
            =COUNTIFS('Hubspot deals'!#Month, B2, 'Hubspot deals'!#Company Industry, $A$1)
  8. Copy and paste the formula to the right
  9. In cell C4, enter the following formula:
           =COUNTIFS('Hubspot deals'!#Month, B2, 'Hubspot deals'!#Company Industry, $A$1, 'Hubspot deals'!#Deal Stage, "Closed won")
  10. Copy and paste the formula to the right
  11. In cell C5, enter the following formula:
            =C4/C3
  12. Copy and paste the formula to the right

Congrats! You’ve just built a custom HubSpot dashboard that tracks conversion rate per country per industry per month. Feel free to change the industry in cell A1 if you want to see data for another industry. The best part? Your Actiondesk dashboards will always be up to date, thanks to automatic real-time updates.

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Key Benefits

Eliminate the need for expensive third-party connectors and laborious copy-pasting.

Seamlessly import, organize, filter, and manipulate your HubSpot data. Analyze it alongside data from other sources, and build custom HubSpot dashboards and reports.

View and organize your HubSpot data within a familiar spreadsheet interface.

Seamlessly import, organize, filter, and manipulate your HubSpot data. Analyze it alongside data from other sources, and build custom HubSpot dashboards and reports.

Feel confident in knowing that your data is always accurate and up-to-date.

Thanks to real-time cloud-based updates, any changes to your data made from within HubSpot are automatically reflected in your Actiondesk spreadsheet.

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