Dashboards & Reporting

brian1
Participant

Need a very specific report of Sales contacts with Lifecycle and Hubspot Owner

Résolue

I'd like to create a report that shows Hubspot Owner on one axis (Sales Rep 1, Sales Rep 2, etc.) and number of contacts in bar chart form, with the bar segmented by lifecycle stage, and be able to do various time frames. It seems like there is no way to do this with Lifecycle stage as a measurement. Has anyone done this? 

1 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Need a very specific report of Sales contacts with Lifecycle and Hubspot Owner

Résolue

Hi @brian1

 

Here you go - this should give you what you are looking for. I hope you can copy the settings from this screen grab.

 

Reports dashboard (1).png

 

Hope this helps. 

Phil Vallender | HubSpot Website Agency

Voir la solution dans l'envoi d'origine

1 Réponse
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Need a very specific report of Sales contacts with Lifecycle and Hubspot Owner

Résolue

Hi @brian1

 

Here you go - this should give you what you are looking for. I hope you can copy the settings from this screen grab.

 

Reports dashboard (1).png

 

Hope this helps. 

Phil Vallender | HubSpot Website Agency