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💬 RevOps Discussions

Search 💬 RevOps Discussions for solutions or ask a question

maggiebutler on September 14, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more

19 upvotes

147 Replies

TheAdminArena

Member

March 20, 2025 13:54

Hey Everyone! I'm a RevOps Strategist with a solutions partner (RevPartners) and I love creating content for the community. I've got a long runnin...read more

Solved

kaush23 on March 25, 2022

Rolling Dates - Dynamic Date Ranges

I'm trying to build a report that only tracks revenue if the contract end date is before today. However, as today is a rolling number, when using filerts, I am not sure if I selecting "today" on the calendar, will result in the date automatically r read more

Reply filters Reporting

2 upvotes

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

March 26, 2022 02:32

Hi @kaush23 , I'd recommed using the "is last" date property filter option. This is always referring to the previous time range, excluding tod...read more

Solved

Drishtii_ on February 02, 2021

Reporting on sales first response time

Hi! How do you guys pull reports on first response times to new leads assigned to Sales reps? Ideally, I would want to be able to record the time difference between the lead getting assigned to a rep and the first sales activity (call, email, read more

Reply Reporting Sales Hub

5 upvotes

17 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 03, 2021 01:12

Hi @Drishtii_ HubSpot actually has an out of the box report for this in the Sales Analytics tool (available in Sales Hub Professional and E...read more

Solved

louischausse on September 17, 2020

Identify lead generation targets

Hi! I have a good one for you. How would you create a report to identify these targets to hit quotas: Number of qualified leads (MQL, SQL) required Number of total leads required Total Cost of lead generation required Tha read more

Reply Dashboard Dashboards Dashboards & Reports Reporting

0 upvote

2 Replies

Accepted solution

caseyroberts

HubSpot Employee

September 17, 2020 16:27

Hi Louis! We don't have a report in HubSpot that you can use to identify targets based on quota. That said, there are reports in HubSpot that wil...read more

Solved

drong on May 04, 2020

Report functionality with email metrics

Email metrics has become one the most important things for me when it comes to better improvement of my email content, send times, and even layout of the emails. I've been trying to pull the email metrics, but have not found a way to pull it all tog read more

Reply Email Email Marketing Reporting

0 upvote

4 Replies

Accepted solution

esliney

HubSpot Employee

May 05, 2020 08:52

Hi @drong , Thank you for posting the question. Inside the manage tab within the email tool, we are able to group emails for export based on ...read more

mphelps2 on April 16, 2020

Sakari SMS / Workflows

We're using the Sakari SMS integration to send text messages to contacts through a workflow. Based on the contact's preferences, the person either receives an email or the aforementioned text message. Is there a way to track how many texts are b read more

Reply Reporting SMS Workflows

2 upvotes

5 Replies

a_schumacher

HubSpot Product Team

April 27, 2020 16:40

Hi @mphelps2 ! Perhaps you could make a custom number field called "number of texts" and add an action to "increment property" by 1 every time ther...read more

lalexander on April 06, 2020

Tracking recurring revenue in HubSpot

@gautemercell from Norway asked a great question in the Power User Facebook group, and I wanted to cross-post it here to gather more thoughts on best practices. "A quick question: What's your best way of handling renewals and recurring revenue read more

Reply Reporting

2 upvotes

4 Replies

louischausse

Key Advisor | Platinum Partner

April 16, 2020 09:49

There's also this post in the community that is interesting for deals with fixed terms https://community.hubspot.com/t5/Tips-Tricks-Best-Pract...read more

lalexander on March 09, 2020

AMA: All Things Reporting [NOW CLOSED]

What's that one metric you've been trying to report on for months? Inbound Consultant Nakul Kadaba ( @nkadaba ) is here all day on Tuesday, March 10 to help you tackle your toughest reporting questions. Curious about how to model your sa read more

Reply Reporting

1 upvote

16 Replies

SkylerSchmanski

Contributor

March 16, 2020 07:37

Much appreciated! We're exploring these and other options to boost precision.

Alex27 on February 24, 2020

HubSpot State of Marketing report

Was wondering if any of you guys saw this. https://www.hubspot.com/state-of-marketing I thought it was really interesting but it was weird to me that apparently only 35% of marketers consider understanding the ROI of their campaigns as “Very read more

Reply Marketing Marketing Reporting Reporting

0 upvote

0 Reply

RalphDuin on February 11, 2020

What tool do you use on top of Hubspot for detailed Goal setting?

Hi, we've tried all of the hubspot reports but they do not satisfy use enough in goal setting. For example, I would like to set these goals; Generate 10 Qualified Opportunities (a deal stage) in January for team 1. Only count if they are Dir read more

Reply Deals Marketing Operations Reporting Sales

0 upvote

3 Replies

HadarS

HubSpot Employee

February 13, 2020 09:27

Also adding in this article which talks about how to use goals in your HubSpot reports: https://blog.hubspot.com/customers/a-short-guide-to-using-go...read more

morganmcgee on February 07, 2020

Marketing Automation KPIs

For those of you whose primary job at your company is marketing automation, what are the KPIs for your role? My supervisor and I are struggling to come up with a key metric to which I should be held accountable, since my main duty is to create workf read more

Reply Automation KPI Marketing Reporting

0 upvote

3 Replies

ridingforlife

Top Contributor

February 17, 2020 15:11

What kind of automations/workflows are you creating? Are you able to roll them up to larger team or organizational goals/KPIs? The automations I ...read more

davecriswell on February 07, 2020

Using Deals, e-commerce, and attribution reporting

I'd love to connect with anyone who is using an e-commerce platform without a direct integration to Hubspot and creating deals via an API to learn if/how you're capturing source and attribution data. Our challenge is a visitor hits our website read more

Reply APIs B2C Deals Ecommerce Forms Lead Generation Reporting Sales

0 upvote

2 Replies

davecriswell

Top Contributor

February 08, 2020 08:17

Thanks for the suggestion, @morganmcgee We're investigating that as an option though not optimistic due to restrictions from our vendor.

alexjohnkelly on January 24, 2020

How do you measure campaign performance and pipeline impact? Which KPIs do you care about the most?

I'm curious how you all measure campaign performance and pipeline impact from within HubSpot? Improvements to the campaign tool (like the ability to upload static lists to a campaign) have gotten us closer, although it's still fairly manual when dea read more

Reply Analytics & Reports Branding Campaigns Marketing Reporting

1 upvote

1 Reply