--- title: How to Track Conversion Rates Over Time in HubSpot description: Learn how to track conversion rates over time in HubSpot with a custom report to boost your customer acquisition strategy. image: https://koalify.io/hubfs/Koalify%20Conversion%20to%20Customer.png --- [Skip to content](https://koalify.io/blog/how-to-track-conversion-rates-over-time-in-hubspot#main-content) [![rectangle\_long\_koala\_with\_name\_bold\_200\_125\_white](https://koalify.io/hubfs/rectangle_long_koala_with_name_bold_200_125_white.png)](https://koalify.io) - Products Show submenu for Products - [Deduplication](https://koalify.io) - [Email Validation](https://koalify.io/hubspot-email-validation) - Pricing Show submenu for Pricing - [Deduplication](https://koalify.io/pricing) - [Email Validation](https://koalify.io/hubspot-email-validation-pricing-koalify) - [Partners](https://koalify.io/partners) - [Blog](https://koalify.io/blog) - Knowledge base Show submenu for Knowledge base - [Deduplication](https://koalify.io/knowledge-base) - [Email Validation](https://koalify.io/email-validation-knowledge-base) - Products Show submenu for Products - [Deduplication](https://koalify.io) - [Email Validation](https://koalify.io/hubspot-email-validation) - Pricing Show submenu for Pricing - [Deduplication](https://koalify.io/pricing) - [Email Validation](https://koalify.io/hubspot-email-validation-pricing-koalify) - [Partners](https://koalify.io/partners) - [Blog](https://koalify.io/blog) - Knowledge base Show submenu for Knowledge base - [Deduplication](https://koalify.io/knowledge-base) - [Email Validation](https://koalify.io/email-validation-knowledge-base) ![menu-toggle](https://21645388.fs1.hubspotusercontent-na1.net/hubfs/21645388/menu-toggle.svg) ![menu-close](https://21645388.fs1.hubspotusercontent-na1.net/hubfs/21645388/menu-close.svg) [Get Started Free](https://api.koalify.io/hubspot/install?utm_source=koalify&utm_medium=website&utm_campaign=navigation) [HubSpot Revenue Operations](https://koalify.io/blog/tag/hubspot-revenue-operations) # How to Track Conversion Rates Over Time in HubSpot [By \- Jonas,](https://koalify.io/blog/author/jonas) Jan 22, 2025 ![ Featured Image](https://koalify.io/hs-fs/hubfs/Koalify%20Conversion%20to%20Customer.png?width=1713&height=636&name=Koalify%20Conversion%20to%20Customer.png) Tracking conversion rates is essential for understanding how well your free trials are converting into paying customers, a critical insight for driving growth. If you’re not already tracking this, here’s a step-by-step guide to building a custom HubSpot report that will give you the data you need.   ### **Step 1: Create a Custom Property** First, you’ll need a property to track conversions. - Add a new property called **“Converted to Customer”** for companies or deals, depending on your setup. - This property will serve as the key indicator for tracking conversion rates. ![Custom Property Converted to Customer](https://koalify.io/hs-fs/hubfs/Custom%20Property%20Converted%20to%20Customer.png?width=800&height=465&name=Custom%20Property%20Converted%20to%20Customer.png) ### **Step 2: Automate the Property** To make this property useful, automate its population. - Use a **workflow** to update the “Converted to Customer” property when a company’s lifecycle stage changes (e.g., from Lead to Customer) or when a deal reaches the “Closed-Won” stage. - This ensures your data stays consistent and up-to-date without requiring manual intervention. ![Companies - Set Converted to Customer](https://koalify.io/hs-fs/hubfs/Companies%20-%20Set%20Converted%20to%20Customer.png?width=499&height=749&name=Companies%20-%20Set%20Converted%20to%20Customer.png) ### **Step 3: Build the Report** Once your property is set up and automated, it’s time to create the report. Here’s how to configure it: - **X-axis:** Set this to the **First Install Date** (for companies) or **Create Date** (for deals). - **Y-axis:** Choose **Count of Contacts** or **Companies**. - **Breakdown:** Use your new **“Converted to Customer”** property to show conversions over time. This visualization will give you a clear picture of how conversions are trending over any selected timeframe. ![Koalify Conversion to Customer](https://koalify.io/hs-fs/hubfs/Koalify%20Conversion%20to%20Customer.png?width=1713&height=636&name=Koalify%20Conversion%20to%20Customer.png)   For our setup at Koalify, we designed this dashboard for companies because we don’t use HubSpot deals. However, if your team does utilize deals, this approach can be easily adapted for your use case. Check out our article on how we used HubSpot and Stripe to streamline our processes and boost our conversion rates.  ###### Category - [HubSpot Data Quality](https://koalify.io/blog/tag/hubspot-data-quality) - [HubSpot Revenue Operations](https://koalify.io/blog/tag/hubspot-revenue-operations) - [HubSpot Integration Duplicates](https://koalify.io/blog/tag/hubspot-integration-duplicates) - [HubSpot Email Validation](https://koalify.io/blog/tag/hubspot-email-validation) - [HubSpot Associations](https://koalify.io/blog/tag/hubspot-associations) - [HubSpot Deduplication](https://koalify.io/blog/tag/hubspot-deduplication) ###### Popular Post - [HubSpot best practices for contacts that leave a company](https://koalify.io/blog/hubspot-best-practices-for-contacts-that-leave-a-company) - [How to Bulk Merge HubSpot Duplicates: Contacts, Companies, Deals and More](https://koalify.io/blog/how-to-bulk-merge-hubspot-duplicates-contacts-companies-more) - [How to Merge Companies in HubSpot (Safely, Manually or in Bulk)](https://koalify.io/blog/how-to-merge-companies-in-hubspot-manual-or-in-bulk) - [HubSpot Deduplication: How to Find, Manage, and Remove Duplicates in HubSpot](https://koalify.io/blog/hubspot-deduplication-the-ultimate-guide-to-zero-duplicates-in-hubspot) - [How to Merge Duplicate Contacts in HubSpot Without Losing Data](https://koalify.io/blog/how-to-merge-contacts-in-hubspot-manual-or-in-bulk) ### Similar Blogs ![How we doubled our Conversion Rate from Free Trial to Customer with HubSpot and Stripe](https://koalify.io/hs-fs/hubfs/Koalify%20Conversion%20to%20Customer.png?width=352&name=Koalify%20Conversion%20to%20Customer.png) #### [How we doubled our Conversion Rate from Free Trial to Customer with HubSpot and Stripe](https://koalify.io/blog/how-we-doubled-our-conversion-rate-from-free-trial-to-customer-with-hubspot-and-stripe) By [Jonas](https://koalify.io/blog/author/jonas) 31 January 2025 In July and August 2024, we noticed a surge in the number of installs for [Koalify](https://koalify.io/)(our app to... [READ MORE](https://koalify.io/blog/how-we-doubled-our-conversion-rate-from-free-trial-to-customer-with-hubspot-and-stripe) ![How We Leverage Our SaaS Product Data in HubSpot](https://koalify.io/hs-fs/hubfs/reverse%20ETL%20setup.png?width=352&name=reverse%20ETL%20setup.png) #### [How We Leverage Our SaaS Product Data in HubSpot](https://koalify.io/blog/how-we-leverage-our-saas-product-data-in-hubspot) By [Jonas](https://koalify.io/blog/author/jonas) 28 January 2025 To effectively follow up with users of our SaaS product, [**Koalify**](https://koalify.io/), we sync key data from our... [READ MORE](https://koalify.io/blog/how-we-leverage-our-saas-product-data-in-hubspot) ![How to Report on Time to Close in HubSpot](https://koalify.io/hs-fs/hubfs/Improved%20time%20to%20convert-1.png?width=352&name=Improved%20time%20to%20convert-1.png) #### [How to Report on Time to Close in HubSpot](https://koalify.io/blog/how-to-report-on-time-to-close-in-hubspot) By [Jonas](https://koalify.io/blog/author/jonas) 3 February 2025 Understanding how long it takes for free trial users to convert into paying customers is crucial... 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