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💬 RevOps Discussions

Rechercher 💬 RevOps Discussions pour des solutions ou poser une question

maggiebutler le Septembre 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 Lire la suite

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abhishekmittal9

Membre

Mars 26, 2024 04:35

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Lire la suite

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kaush23 le Mars 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 Lire la suite

Répondre filters Reporting

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1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 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...Lire la suite

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Drishtii_ le Février 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, Lire la suite

Répondre Reporting Sales Hub

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Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Février 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...Lire la suite

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louischausse le Septembre 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 Lire la suite

Répondre Dashboard Dashboards Dashboards & Reports Reporting

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caseyroberts

HubSpot Employee

Septembre 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...Lire la suite

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drong le Mai 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 Lire la suite

Répondre Email Email Marketing Reporting

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esliney

HubSpot Employee

Mai 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 ...Lire la suite

mphelps2 le Avril 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 Lire la suite

Répondre Reporting SMS Workflows

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a_schumacher

Équipe de développement de HubSpot

Avril 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...Lire la suite

lalexander le Avril 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 Lire la suite

Répondre Reporting

2 Mentions J'aime

4 Réponses

louischausse

Conseiller clé | Partenaire solutions Platinum

Avril 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...Lire la suite

lalexander le Mars 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 Lire la suite

Répondre Reporting

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SkylerSchmanski

Contributeur

Mars 16, 2020 07:37

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

Alex27 le Février 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 Lire la suite

Répondre Marketing Marketing Reporting Reporting

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RalphDuin le Février 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 Lire la suite

Répondre Deals Marketing Operations Reporting Sales

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HadarS

HubSpot Employee

Février 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...Lire la suite

morganmcgee le Février 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 Lire la suite

Répondre Automation KPI Marketing Reporting

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ridingforlife

Contributeur de premier rang

Février 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 ...Lire la suite

davecriswell le Février 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 Lire la suite

Répondre APIs B2C Deals Ecommerce Forms Lead Generation Reporting Sales

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davecriswell

Contributeur de premier rang

Février 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 le Janvier 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 Lire la suite

Répondre Analytics & Reports Branding Campaigns Marketing Reporting

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1 Réponse