Report sales by state in the US
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1 Accepted solution
Report sales by state in the US
SOLVEHey @JBateman7, thanks for reaching out! This is a great question.
You have two main options here:
Option 1: Use the custom report builder
Here is the official Knowledge Base Article from HubSpot on using the custom report builder. This tool lets you pull in multiple objects (contacts and deals in this case) and report on their properties accordingly. You could pull from the "State/Region" or "IP State/Region" property (whichever you feel is the most accurate) and then break that out by deals in at least a certain stage like you said.
Just be absolutely sure that you're using standardized "State" data. The default properties from HubSpot are single-line text, so the contact/user can enter any value (not just the state abbreviation). Definitely check out your contacts to make sure you are in fact storing state data in a standardized format (and you may need to share values between properties or gather this data).
Option 2: Store "State" data on the deal record
An alternative approach here is getting all of your data within one object (deals in this case) so that you can use a single-object report. This would likely require you to create a custom "State" property on the deal record. The reps could either fill in this information as they collect, or you could copy it over from associated contact/company records.
The same requirements for data standardization apply here, and you also need to be mindful of carrying over "State" values if you have multiple contacts/companies associated with a single deal.
Either way, you just need to get the full data in a standardized format and then decide where it makes the most sense for you and the team to track "State" moving forward.
Hope this helps get you started!!
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Report sales by state in the US
SOLVEHey @JBateman7, thanks for reaching out! This is a great question.
You have two main options here:
Option 1: Use the custom report builder
Here is the official Knowledge Base Article from HubSpot on using the custom report builder. This tool lets you pull in multiple objects (contacts and deals in this case) and report on their properties accordingly. You could pull from the "State/Region" or "IP State/Region" property (whichever you feel is the most accurate) and then break that out by deals in at least a certain stage like you said.
Just be absolutely sure that you're using standardized "State" data. The default properties from HubSpot are single-line text, so the contact/user can enter any value (not just the state abbreviation). Definitely check out your contacts to make sure you are in fact storing state data in a standardized format (and you may need to share values between properties or gather this data).
Option 2: Store "State" data on the deal record
An alternative approach here is getting all of your data within one object (deals in this case) so that you can use a single-object report. This would likely require you to create a custom "State" property on the deal record. The reps could either fill in this information as they collect, or you could copy it over from associated contact/company records.
The same requirements for data standardization apply here, and you also need to be mindful of carrying over "State" values if you have multiple contacts/companies associated with a single deal.
Either way, you just need to get the full data in a standardized format and then decide where it makes the most sense for you and the team to track "State" moving forward.
Hope this helps get you started!!
| ||||
| ||||
| Create Your Own Free Signature |
