Reports

Why is my customer not showing up in Sources or the Dashboard for the month they converted?

Last updated: July 27, 2016

Available For:

Product: HubSpot Marketing
Subscription: Basic, Professional, & Enterprise

Customers are reported in the Sources Report and the Dashboard for the month they first became a contact in HubSpot, not the month in which they were converted from a lead to a customer.

For example, if a contact is added in March as a lead and closed as a customer in July, they will appear as a customer in the Sources Report and Dashboard for March.
This is done to analyze your customer conversions from a closed-loop marketing perspective, showing you what traffic sources were most effective at ultimately creating customers during a specific time period to better focus your marketing efforts.

For HubSpot Enterprise users: this data can be viewed by creating a custom Contacts Report that is broken down by the Close Date property.