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DELIVERY MODULE About 1 week

Conversion Reporting

Build two HubSpot funnel reports showing the conversion rate between each lifecycle stage and each deal stage, on one dashboard.

Delivery module

AU$400

About 1 week

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What this module actually does

Included

Client has a funnel report showing the conversion rate between each lifecycle stage.
Client has a funnel report showing the conversion rate between each stage of their sales pipeline.
Client has both funnels on one dashboard, checked against their records.

Not included

More than 2 funnels or more than 1 pipeline
Conversion by source, channel attribution or revenue reporting (see Attribution & ROI Reporting)
Website or landing page conversion rates
Changes to lifecycle stages, deal stages or the automation that sets them
Data cleanup or historical stage backfill
Custom event funnels
Scheduled report emails
Training beyond the walkthrough

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before the stage check
The lifecycle stages and deal stages you want conversion rates for, and the pipeline, needed before the stage check
Confirmation of your HubSpot subscription (funnel reports need a Professional or Enterprise hub), needed before the stage check
Names of the people who should see the dashboard, needed before the dashboard build

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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