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maggiebutler on September 14, 2020
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
14 upvotes
76 Replies
Key Advisor | Partner
June 02, 2022 06:48
@danmoyle That is so neat! I'm not sure where I am in my journey, but if I end up with even an ounce of the knowledge & experience you have, ...read more
Solved
kaush23 on March 25, 2022
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
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 25, 2022 23:32
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
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
1 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
February 02, 2021 22:12
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
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
Accepted Solution
HubSpot Employee
September 17, 2020 13:27
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
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
0 upvote
4 Replies
Accepted Solution
HubSpot Employee
May 05, 2020 05:52
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
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
1 upvote
5 Replies
HubSpot Product Team
April 27, 2020 13:40
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
@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
1 upvote
4 Replies
Key Advisor | Platinum Partner
April 16, 2020 06:49
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
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
1 upvote
16 Replies
Contributor
March 16, 2020 04:37
Much appreciated! We're exploring these and other options to boost precision.
Alex27 on February 24, 2020
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
RalphDuin on February 11, 2020
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
HubSpot Employee
February 13, 2020 06:27
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
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
0 upvote
3 Replies
Top Contributor
February 17, 2020 12:11
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
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
Contributor
February 08, 2020 05:17
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
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
HubSpot Employee
January 27, 2020 11:57
@ernopyykko Do you have any thoughts? I saw that you have been focused on reporting!
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