I am wanting to have a report run between the 8th and 7th of the next month. But I then want this to roll on every month? Is this possible and if so how do I set this?
Hi I'd like to create an activity (calls & meetings) report for my sales team and set the date to be last 4 weeks or last 30 days. Any idea how to do this? Tks, Neal
Hi @NDooly ,
if you want a custom report (anything not in the report library), that requires a Professional or Enterprise subscription: https://...read more
Olá pessoal, preciso de ajuda para criar um relatório das etapas do meu funil de negócios, o meu antigo painel sumiu do nada, e diferente do "funil" que o HubSpot disponibiliza, ele não mostrava apenas quem entrou na primeira etapa naquele período s read more
Hello, I have an requirement where I need implement an Document/Report for tracking the contacts count and deals count dynamically. How could I implement that? can someone please help?
Hi @alien04 ,
Could you provide a bit more detail of the format / visualization you're looking for here? What's your expected output exactly? ...read more
Hello, I have created a custom object "Billing History" Example: All my object are as custom object = "Billing History" I have 13 objects, 12 objects where the date is in 2023 and one object in 2024. As the invoicing is monthly, for one y read more
Hi team - question about Lifecycle Stage progression tracking As a marketing team, we're trying to track lead progressions over time, and we meet every 2 weeks to go over the numbers. Our lifecycle stage definitions at the moment: - MQL -& read more
Hi @fonzieMT ,
A s a starting point (also to better understand the time needed for maturation), I'd recommend creating one report per lifecycl...read more
We use a ticketing pipeline for client onboarding and i would like to be able to report one where in the pipeline we see the most dropouts, has anyone come across a report which may be able to detail this? NB this is a ticketing pipeline, not a deal read more
Hey @NLayton ! Great question. I know that customer journey reports would give you a great visualization for this, but we cannot use this for ti...read more
Hello, I am trying to create a report which identifies contacts with more that one Deal associated with them. All I need is the property that identifies contacts associated with more than 1 Deal - which apparently already existes - but this read more
Hi,
I have a customer who wants to see in a report the average number of sales activities but not all of them. Only calls, emails sent, and LinkedIn.
When I try to create this type of report with the property number of sales activities, it read more
Hey @Ktamir , To create a report focused on specific activities, I recommend creating a custom report. Instead of filtering by "number of sales act...read more
Hi, I am working on custom dashboards for my team and need to associate tasks with the deal value. For instance, if I assign 5 tasks to a team member, the report should tell me the particular person completed 5 tasks that contributed to USD 5 read more
Hi @RidaZaidi ,
This should be achievable in the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-...read more
Hi, I am a bit confused. I am trying to give my users the ability to edit their own personal views of records. But I cannot seem to do so without giving them access to editing the view of records for EVERYONE on their team. So we have multip read more
@Vasiki would this permission setting for the particular user be the setting you are looking for - Customize record page layout? Or is this for som...read more
I've built a report that gets the average cumulative time spent in specific deal stages. On the side, I also have the avg time we should be spending on these stages. This is a fixed number. Is there a way / how can I compare the values I have in th read more
Hi @fabbriccontact ,
As @PamCotton mentioned, creating a custom property and report would be the best way to accomplish this. In this scenar...read more