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EBeauquesne on April 12, 2024
Je cherche a réaliser un rapport sous forme de tableau des résultats de mes séquences 2024. Je voudrais que ce tableau contienne en ordonné : les différentes séquences et en abscisse : le nombre d'inscriptions, ouvertures et clics par fonctions pro Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
April 12, 2024 10:49
Bonjour @EBeauquesne , Merci d'avoir posté dans la Communauté ! Pour les suggestions de nouvelles fonctionnalités, je vous recommande tout d'...Beitrag ansehen
DCombs on April 01, 2024
Hi, My company is beginning to use the new Forecast capabilities within HubSpot to track how individual sellers are progressing vs. Goal (Quota). We are using the "Weighted Forecast Category" report under Sales --> Sales Analytics --> Wei Beitrag ansehen
0 Likes
2 Antworten
Mitglied
April 03, 2024 12:51
Thanks for weighing in Pam! So effectively: the native Forecast capability in HubSpot does not have the ability to show two quarters at the sam...Beitrag ansehen
Gelöst
ajkinbrum on März 19, 2024
Hey orange hive I've been dabbling with apollo.io for a while, and I'm finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don't want all the contacts I ap Beitrag ansehen
Accepted Solution
Vordenker/-in | Platinum Partner
März 20, 2024 10:33
Hwy @ajkinbrum so when ever you pull contact's information from a 3rd party toll the source in the property Original Source will be Offline ...Beitrag ansehen
Domi_n1ka on März 04, 2024
Dear community, I am struggling to create a report on deals. I need it to show deals stacked based on win probability (we have a custom property for this, not using the deal stage-based probability), it needs to be split by close date and split by d Beitrag ansehen
Vordenker/-in | Platinum Partner
März 04, 2024 09:44
Hey @Domi_n1ka you need to create a custom report Deal object based using your custom property and the deal owner. I think you 'll need Pr...Beitrag ansehen
IZabarsky on März 03, 2024
Hi , There is the default report " Deal pipeline waterfall" - it is not showing for me all the deals (I choose "All data" periodic of occurred and close date) what should i do to see all the deals included?
0 Likes
2 Antworten
Mitglied
März 03, 2024 09:32
Hi @karstenkoehler , Thank you for the comment, I understood the type of options and the definition but again, my problem is that the chart doesn...Beitrag ansehen
Gelöst
Tim_dgn on Februar 28, 2024
Hello everyone, I'd like to use Hubspot to track and analyze the evolution of all my transactions between different periods. To give you a precise example: - I estimate that it is possible to carry out a transaction and register it on Hubspot wi Beitrag ansehen
2 Likes
4 Antworten
Accepted Solution
Trendsetter/-in | Diamond Partner
Februar 28, 2024 09:22
Hi @Tim_dgn , Are you using Quotes ? If you did a Quote for each change in price, you could build a report in the custom reports builder th...Beitrag ansehen
Gelöst
Tim_dgn on Februar 21, 2024
Hello, I'd like to use Hubspot to track and analyze my sales precisely. Do you know if there are any functionalities (report creation, for example) that allow me to see directly the evolution of my sales between two periods and to see what Beitrag ansehen
Accepted Solution
Koryphäe | Elite Partner
Februar 22, 2024 14:06
@Tim_dgn Thank you for the additional details about how you're using Excel for this report. To add your estimated sales / budget, you would n...Beitrag ansehen
Gelöst
NaMa1 on Februar 06, 2024
I created graph on our Sales dashboard that reports out how many leads have been added by each user, each month. Strangely, one of our users (has an assigned ID, can look them up on our list of added members, let's call him User X) comes up as "Unkn Beitrag ansehen
1 Likes
6 Antworten
Accepted Solution
Teilnehmer/-in
Februar 13, 2024 00:29
A HubSpot veteran on our team figured this out. For reasons that aren't totally clear, if you want to create this you should do it through "Custom Re...Beitrag ansehen
RBetton on Januar 30, 2024
Hi Hubspot community, I'm trying to create a report to show our conversion rate of our meetings that lead to a close won deal. Do you have any ideas? Thank you Romane Betton
1 Likes
1 Antwort
Vordenker/-in | Platinum Partner
Januar 30, 2024 13:56
Hey @RBetton If you have a PRO licence you can checkout some of the attirbution reports in the library In your case if you choose the op...Beitrag ansehen
Gelöst
Farah1 on Januar 05, 2024
The dropdown in the dashboard page should show only dashboards that are relevant to that user or team. Currently, a user can see all dashboards, even private dashboards or team-specific dashboards. We see a long dropdown list when only 10 dashboards Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
Januar 05, 2024 02:54
Hi @Farah1 , The best place for these kinds of suggestions is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/Hu...Beitrag ansehen
DigitalRM on Dezember 21, 2023
Hi all, I am trying to link my LinkedIn post analytics data from HubSpot (which includes a 'campaign' name - which is why I want to pull HubSpot data over LinkedIn direct data) into Google Looker Studio. I need Publish date, Post, Impressions, Eng Beitrag ansehen
Community-Manager/-in
Dezember 21, 2023 09:31
Hey @DigitalRM , thank you for posting in our Community! Currently, we have an integration with Looker Studio ( more information here ). The...Beitrag ansehen
Gelöst
KatieBeeley on Dezember 18, 2023
Hi there, We are just starting to investigate the use and helpfulness of the sales velocity report/dashboard. Does anyone know if the days (Avg. days to close) are calculated using working days or calendar days? Thanks, Katie
Accepted Solution
Mitglied | Diamond Partner
Februar 14, 2024 11:03
Hi @KatieBeeley , I know you already solved your thread, but I'm still answering since I think this content could be useful to your goals. We...Beitrag ansehen
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