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  • KPI Report example for Account Managers
    JOakley on July 27, 2021
    0 Upvotes
    1 Replies
    Hi Team, I would like to create a KPI report for my Account Management team and am finding most report templates are really geared towards sales and marketing, rather than ongoing management of existing clients. Does anyone have a dashboard or even ...
    DISCUSSION Reports
    karstenkoehler
    Most Valuable Member
    July 27, 2021 00:42
    Hi @JOakley , Could you specify which questions you'd like to answer with these reports? Which information would you like to display? Also, co...
  • Dashboard/Report
    DMaggs on July 25, 2021
    0 Upvotes
    1 Replies
    Is there a way to filter the sales stages to show those that are untouched for a specified number of days?
    DISCUSSION Starter
    karstenkoehler
    Most Valuable Member
    July 25, 2021 22:06
    Hi @DMaggs , Are you referring to deals in your pipeline? I would understand sales stages as the pipeline which in itself cannot be touched/un...
  • Deals Report w/ # of incomplete tasks, overdue tasks, drill down, and link to deal
    douglas_volt on July 23, 2021
    0 Upvotes
    2 Replies
    Hi, I've been wishing that the deals pipeline allowed me to bubble up tasks and overdue tasks on the pipeline cards. This would be great for our status meeting to make sure the team is using tasks and nothing is falling off the plate. I cre...
    DISCUSSION Reports
    douglas_volt
    Member
    July 26, 2021 06:19
    Hi there, That's the conclusion I also came to. Are you aware if there is any way to formulate the report that would include sales activity witho...
  • Wrong company associated with a deal
    KJones50 on July 23, 2021
    0 Upvotes
    1 Replies
    Someone on the team associated the wrong company to a Deal. I've tried and looked everywhere and can't seem to find a way to fix it- except to delete the Deal and re-create it. And that's a horrible solution as the Deal has a lot of activity assoc...
    DISCUSSION Deals
    webdew
    Top Contributor | Diamond Partner
    July 25, 2021 21:53
    Hi @KJones50 , You have the option to change the company owner of the deal. When you go to sales > select the deal. On the right...
  • Adding sales document views to Hubspot Score
    johninnes on July 22, 2021
    0 Upvotes
    2 Replies
    Has anyone found a way of adding sales document views to the Hubspot Score?
    DISCUSSION Documents Sales
    webdew
    Top Contributor | Diamond Partner
    July 22, 2021 21:39
    Hi @johninnes , Unfortunately, this is not possible yet in HubSpot but you can upvote the idea as @Josh suggested. The more upvotes the idea hav...
  • Reports not displaying as currency
    GKell on July 21, 2021
    0 Upvotes
    2 Replies
    When using Custom Report Builder and looking to sum by Amount in Company Currency, my results are showing as a basic number, not as currency: However, when I use a Single Object report, it shows as a currency. What am I missi...
    DISCUSSION Enterprise
    webdew
    Top Contributor | Diamond Partner
    July 22, 2021 00:30
    Hi @GKell , Your reports is ok. You aren't missing anything, its just that this is how the reports show the amiunt for sum. Check SS for my report...
  • Solved
    How to build a report to show stale Deals? (Stuck in a stage for a while)
    McBainKD on July 21, 2021
    0 Upvotes
    4 Replies
    Hey all, I was wondering how to go about creating a report to show our leads that haven't moved from one stage in the sales funnel to another in a while. Just looking to get a basic display of why some deals haven't been moved along the funnel. ...
    DISCUSSION Reports Sales
    jfreeman
    Participant | Diamond Partner
    July 23, 2021 09:03
    Saw you booked time. We should be able to get that report dialed in together. Looking forward to chatting!
  • Can I show null data in a report?
    LMcCoy on July 20, 2021
    0 Upvotes
    2 Replies
    Hi all, I want to create a report that shows activities for all employees on my small team, including those who have no activities. Is there a way to do this in the reporting tool? I created a report that shows employees with activities but can’t s...
    DISCUSSION Reports
    webdew
    Top Contributor | Diamond Partner
    July 20, 2021 21:23
    Hi @LMcCoy , The reports will only show the data only if it has value. So, what you asking is not possible as of now. Hope this helps! ...
  • Solved
    Creating notifications to edit Deal Stage Properties
    JRobertshaw on July 19, 2021
    0 Upvotes
    6 Replies
    Hi All, We have a situation where we have a number of stages in the deals process that require information from different team members. What we are hoping is that when a deal moves to a stage, it sends a notification to the sales member to fill...
    DISCUSSION Enterprise
    JRobertshaw
    Member
    July 20, 2021 20:25
    Apologies Karsten, You're completely right, got too excited about finding a solution I didnt read your solution right Thanks again!
  • Cant send message to mesenger from Inbox
    x7ian on July 19, 2021
    0 Upvotes
    1 Replies
    Im using the FB Mesenger addon to manage a fanpage fb chat on the hubspot inbox. When I try to send a message from the inbox it is not sent and just give me a message saying that "Message was not delivered And to click to try again" If I click it ...
    DISCUSSION Chat
    PamCotton
    Community Manager
    July 19, 2021 15:37
    Hello @x7ian , That seems to be an issue with the browser as no error shows up, have you tried through an incognito tab or in another browser? ...
  • Report - Number of unique companies contacted
    PKropp on July 19, 2021
    0 Upvotes
    2 Replies
    Hi! I'm looking for ideas and insights on how to create a report that lets me see how many unique companies the sales team has contacted in a given period of time(last month, last quarter, etc.). And, if possible, another report that shows the n...
    DISCUSSION Professional
    webdew
    Top Contributor | Diamond Partner
    July 19, 2021 05:02
    Hi @PKropp , For the first report you can use 'last contacted' property for your report. Create a custom report for single object Companies. U...
  • Pivot tables customization
    Edyta7510 on July 19, 2021
    0 Upvotes
    4 Replies
    Hello! I really love pivot table reports as they are pretty flexible and can show different sets of data. There are just some downsides of these reports that I wasn't able to find solutions for. It's all about usability: - it's impossible to...
    DISCUSSION best practices CRM Dashboards Enterprise Reports Sales
    Edyta7510
    Top Contributor
    July 20, 2021 06:32
    @webdew thanks for your insights! I'll need to evaluate whether it makes sense to reduce the number of columns of this report by cutting it down in...
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