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Hyroxware on November 04, 2024
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?
0 upvote
1 Reply
Hall of Famer | Partner
November 04, 2024 06:12
Hi @Hyroxware , As far as I know, no, this is not possible, unfortunately. However, other users have requested better date filters befor...read more
Solved
NDooly on November 01, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 01, 2024 11:33
Hi @NDooly , if you want a custom report (anything not in the report library), that requires a Professional or Enterprise subscription: https://...read more
Solved
Jotave21 on November 01, 2024
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
0 upvote
3 Replies
Accepted solution
Recognized Expert
November 04, 2024 09:10
Olá @Jotave21 , Espero que esteja bem! Infelizmente, o relatório antigo de funil foi substituído por um novo, da jornada do cliente. ...read more
Solved
alien04 on October 30, 2024
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?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 30, 2024 11:18
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
Solved
LHebert99 on October 29, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 29, 2024 11:13
Hi @LHebert99 , This can be done with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties Y...read more
Solved
fonzieMT on October 29, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 29, 2024 04:43
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
NLayton on October 28, 2024
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
0 upvote
1 Reply
Community Manager
October 28, 2024 18:28
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
Solved
TBastard on October 28, 2024
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 28, 2024 09:23
@TBastard thank you – are you on a paid subscription? If yes, reaching out to HubSpot support would be the fastest way to troubleshoot this.
Ktamir on October 28, 2024
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
0 upvote
2 Replies
Member | Gold Partner
October 30, 2024 01:25
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
Solved
RidaZaidi on October 25, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 25, 2024 05:35
Hi @RidaZaidi , This should be achievable in the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-...read more
Solved
Vasiki on October 24, 2024
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
0 upvote
6 Replies
Accepted solution
Contributor
October 25, 2024 02:50
@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
Solved
fabbriccontact on October 23, 2024
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
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
October 24, 2024 10:04
Hi @fabbriccontact , As @PamCotton mentioned, creating a custom property and report would be the best way to accomplish this. In this scenar...read more
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