In Databox you can report on Lifecycle stages from HubSpot and visualize the stages your contacts are in. As an example you can report on contacts who became a Marketing Qualified Lead or a Sales Qualified Lead during a period.
1. Create the dataset
Navigate to the Datasets page and create a new Dataset for the selected source.
Data Source
HubSpot Marketing
Views
Contacts
Columns
Id
Lifecycle Stage
Date entered 'Marketing Qualified Lead (Lifecycle Stage Pipeline)'
Date entered 'Sales Qualified Lead (Lifecycle Stage Pipeline)'
Date entered 'Lead (Lifecycle Stage Pipeline)'
Date entered 'Opportunity (Lifecycle Stage Pipeline)'
Any additional columns you would like to filter or report on.
2. Create the Custom Metric
Navigate to Metric Builder and create a new Custom Metric by selecting the Dataset you previously created.
Fill out the Measure, Date, Dimension, Aggregation, and Filter fields as shown in the diagram below.
Name your metric and save it.
a) MQL Metric:
Measure
Id
Date
Date entered 'Marketing Qualified Lead (Lifecycle Stage Pipeline)'
Dimension
Channel
Aggregation
COUNT
Filters
Lifecycle Stage = marketingqualifiedlead
b) SQL Metric:
Measure
Id
Date
Date entered 'Sales Qualified Lead (Lifecycle Stage Pipeline)'
Dimension
Channel
Aggregation
COUNT
Filters
Lifecycle Stage = salesqualifiedlead
You can repeat the same steps for additional lifecycle stages of interest.
Once set up, you can add and visualize these metrics on your databoards.