How to calculate end-to-end deal conversion rates from HubSpot data

using Coefficient excel Add-in (500k+ users)

Calculate comprehensive end-to-end deal conversion rates from HubSpot data, tracking complete customer journey from initial contact to closed deal.

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HubSpot’s pipeline analytics focus on stage-to-stage conversion but lack comprehensive end-to-end conversion rate calculations from initial contact to closed deal, making it difficult to understand true sales funnel performance.

Here’s how to calculate complete conversion rates that track your entire customer journey from first touch to final deal outcome.

Calculate complete end-to-end conversion rates using Coefficient

Coefficient enables complete end-to-end conversion analysis by connecting HubSpot data with advanced calculation capabilities. You can track conversion rates from any starting point to any endpoint across your entire HubSpot sales funnel.

How to make it work

Step 1. Import multi-object data from HubSpot.

Pull contacts, deals, and companies with lifecycle stage progression, deal creation dates, and outcomes. This gives you the complete dataset needed to track the full customer journey from initial contact through deal closure.

Step 2. Track complete customer journey conversion rates.

Connect contact creation through deal closure to calculate true lead-to-customer conversion rates. Use formulas that link contact lifecycle stages with associated deal outcomes for accurate end-to-end tracking.

Step 3. Set up time-based cohort analysis.

Calculate conversion rates for leads generated in specific time periods to identify seasonal trends. Group contacts by creation month and track their progression through deals to spot performance patterns.

Step 4. Analyze multi-touch attribution and historical trends.

Analyze conversion rates by lead source, campaign, or sales rep to identify highest-performing channels. Use Coefficient’s snapshot feature to track how conversion rates change over time and preserve historical performance data.

Get complete sales funnel visibility

This approach provides complete visibility into your sales funnel performance, letting you calculate conversion rates from any starting point to any endpoint automatically over time. Start tracking your true end-to-end conversion rates today.

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