Hello, Is there a way to report deals that came from specific sequences? For instance, I’m looking to report a breakdown of…

Hi @LStrabelli , There isn’t an out-of-the-box report for this, so the custom report builder is required here (available in P…

Hi Karsten, Many thanks for your reply! However, I am struggling with this filter. On my report builder this property “last…

Hi @LStrabelli , Could you share a screenshot? For me, this is what it looks like across multiple portals: [karstenkoehler…

Hi Karsten, Mine show the same, but it doesn’t return anything. I have tried (35108358) as well in case I was entering the w…

Hi @LStrabelli , There seems to be a third data set (on top of contacts/deals or contacts/companies) with an event timestamp …

Hi Karsten, It seems when I start a new custom report, it doesn’t let me remove that timestamp filter. I am still trying to …

Sequences to SQL and Closed/Won Reporting

Smart CRM & Sales Hub Dashboards & Reporting

karstenkoehler January 10, 2022, 2:46pm 8

Hi @LStrabelli,

You seem to be selecting more than the two data sources (it says 3 in the left sidebar in your screenshot) – can you double check when you’re selecting them?

Best regards

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Sequences to SQL and Closed/Won Reporting

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