Reports

Why is my customer not showing up in sources or the dashboard for the month they converted?

Last updated: November 17, 2017

Applies to:

Marketing Hub 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.

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