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  • Nelie on September 21, 2021
    0 upvotes
    1 Replies
    Hi ! We're curious on how to create a report or list to display all MQLs and the MQLs that were converted to SQLs or customers. Is it also possible to display lead source on where the contacts originated? Thanks!
    Reply
    Most Valuable Member
    September 21, 2021 21:53
    Hi @Nelie , Yes, this is possible. For the first report, the is a template in the report library ( Menu > Reports > Reports > R...
  • jonathanward on September 10, 2021
    0 upvotes
    2 Replies
    Hi forum, This has been something which I've been wrestling with for quite some time in my Sales Professional CRM. In a nutshell I'd like to be able to forecast revenue on all my company's deals. However, we have have invoice schedules for our proj...
    Reply
    Member
    September 14, 2021 07:12
    Thanks TiphaineCuisset ! Hopefully @Mike_Eastwood @Daniel_Bleich @Bryantworks will have ideas for this. Best regards, Jonathan
  • KyleSelf16 on September 10, 2021
    0 upvotes
    2 Replies
    I'm looking for any suggestions/insight re: the meeting scheduling process for meetings our BDRs set for AE's. At the moment, we have BDRs manually logging all their meetings to an excel sheet, but ideally, we should have a dashboard set up for th...
    Reply
    Top Contributor | Diamond Partner
    September 13, 2021 14:18
    Hi @KyleSelf16 . I'll suggest starting at the beginning, as I'm not sure where you're at in your HubSpot journey. So forgive me if this is too ba...
  • Solved
    midboez on August 12, 2021
    1 upvotes
    4 Replies
    I'm trying to figure out if there is a way to create a report that can show us our churn rate / highlight companies that have not ordered in X amount of days. I've found some articles "about" churn rate but nothing in regards to using Hubspot to ca...
    Reply
    Contributor
    August 13, 2021 12:24
    Thanks @karstenkoehler , I'm pretty sure this will work out. I'll give it a shot and see how it goes over the next few weeks.
  • Solved
    MattDavirro on July 28, 2021
    0 upvotes
    2 Replies
    Hi there. I'm wondering if there is away to filter (or trigger a workflow) based on a comparison of two properties? ex. I want to report on all Deals where "Property A" is greater than "Property B" Is there a way I can do this? ...
    Reply
    Most Valuable Member
    July 28, 2021 09:17
    Hi @MattDavirro , Yes and no. By default, this is not possible. Number filters in lists and workflows only accept numbers, not other propertie...
  • Solved
    HannahSarsfield on July 14, 2021
    0 upvotes
    10 Replies
    Hi, I want to create a report based on the number of companies in various lists and was wondering how best to do this? When I tried to create the report via Create Custom Report > Single Object, the data property ‘ list membership ’ ...
    Reply
    Participant
    September 09, 2021 09:10
    I'm trying to do this too (filter a company report on list membership), and I can't see this option. Searching for list membership as a criteria brin...
  • Solved
    Edyta7510 on June 23, 2021
    0 upvotes
    8 Replies
    Hi, How can I pull a report/list that will show me all changes on team deals within the last 14 days (or a similar period)? I will need to know the previous value, current value, the delta between these. Many thanks!
    Reply
    Top Contributor
    July 07, 2021 03:18
    @karstenkoehler just to follow-up on this, I also found this thread on the community: https://community.hubspot.com/t5/CRM/Automatic-deal-note-u...
  • Solved
    shiri on April 29, 2021
    0 upvotes
    1 Replies
    Hi, Our data got severely skewed - would appreciate any advice! We enrolled many leads in a workflow that updated their lifecycle stage to Sales Qualified Leads. Thing is that many of these leads were already in SQL stage , and now the "r...
    Reply
    Most Valuable Member
    April 29, 2021 00:40
    Hello @shiri , Are you referring to the B ecame a sales qualified lead date property? This property should not update if a contact is already...
  • Solved
    Edyta7510 on April 20, 2021
    0 upvotes
    2 Replies
    Hi all, It would be a great thing to increase the productivity of our reps if they were able to pull a report on what were their latest actions on their own deals (say, every Monday) to have a quick view of what are the next steps/where to foll...
    Reply
    Top Contributor
    April 21, 2021 01:11
    This is exactly what I was looking for! Big thanks @karstenkoehler
  • Solved
    EbarakHossain on March 29, 2021
    0 upvotes
    3 Replies
    Hi, I need to create a similar report like "Deal Revenue Forecast by Stages" but WITHOUT weighting the stages. What I would like to have is the absolute value of the pipeline. How do I do this? Please also mention applicable filters. Is it possibl...
    Reply
    Participant
    April 19, 2021 00:42
    Just want to reply this... these forecasts are basicly nothing if deals are including both one-time-fees & MRR:s. CEO and Company Board are neede...
  • Solved
    Edyta7510 on February 16, 2021
    1 upvotes
    2 Replies
    Hello, I would like to make the property names aligned to the terms that are used internally in the company to avoid misunderstanding/misinterpretation. This refers mostly to deal properties: ie: ACV (Annual contract value) would correspond...
    Reply
    Top Contributor
    February 16, 2021 09:32
    thanks @karstenkoehler
  • pleach on January 21, 2021
    0 upvotes
    1 Replies
    The HS created My Tasks report used to show ALL open tasks, regardless of due date. Any past due tasks would show in RED. All tasks would have a check box to allow you to close the task from the report screen. The report would sort the tasks by d...
    Reply
    Community Manager
    January 22, 2021 02:38
    Hi @pleach Thank you for reaching out. Indeed I wasn't able to find a report like this in our Report Library, however it seems like e...
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