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Analyze leads (BETA)

Last updated: February 13, 2025

Available with any of the following subscriptions, except where noted:

Sales Hub   Professional , Enterprise

Within the leads summary, you can review a dashboard of reports to gain insight to how leads are performing. You can view a summary of the leads as well as details on how leads are progressing through the pipeline.

  • In your HubSpot account, navigate to CRM > Leads
  • Click the Analyze tab. 

  • To filter your data, use the Leads Object create date/time and Leads Pipeline dropdown menus. To add additional filters, click Dashboard filters. Learn more about how to select your filter criteria.
  • Below, you can review the following reports:
    • Leads summary:
      • Sum open lead: new and in progress leads.
      • Sum of average in progress leads: in progress leads divided by all leads.
      • Average time to first touch: average time it takes for the first communication activity or meeting with a lead.
      • Sum associated deals: total number of deals associated with leads
      • Sum closed won deal amounts: deal amounts from Closed won deals that are associated with leads.
    • Leads funnel: insight into the conversion of leads as they progress through multiple stages in your pipeline.
    • Disqualification reasons: the total number of leads that were disqualified and the disqualification reason.
    • Deal revenue by lead source: the total amount of Closed won deals revenue grouped by lead source. 
    • Leads by source: the quantity of leads by the analytics source of the lead, inherited from the primary associated contact or company at the time of lead creation.
    • Leads created by workflows: a breakdown of leads and their current pipeline stage segmented by the workflow that created the lead.
    • Leads worked summary: breakdown of lead performance by lead owner.

      If you're an admin or marketer and need insight about leads without using the sales workspace, you can use the lead summary. With this tool, you can create leads, view lead data, make bulk changes, and understand lead performance.

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