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RHendricks en Abril 19, 2024
Hey community, We are in the process of re-evaluating how we measure our customer journey metrics and are mapping to a bowtie data model (by winning by design), using hubspot 🔁 I've spent the last week frying my brain on the merits of hav Leer más
1 Me gusta
1 Respuestas
Líder intelectual | Partner nivel Platinum
Abril 19, 2024 07:50
Hey @RHendricks this is a very good question. In my experience using the bowtie model doesn’t meen having to use 1 only tool for the whole pro...Leer más
CBowler en Marzo 25, 2024
Hello, I would like to add a report to my sales team dashboard that shows a month-to-date percentage based on the closed won deal amount vs. their monthly quota. It needs to be a month-to-date percentage based on the number of working days per Leer más
0 Me gusta
3 Respuestas
Marzo 28, 2024 01:38
Hi @CBowler , You can track the month to date quota attainment percentage with Dear Lucy , even with traffic lights if you'd like. Works on ind...Leer más
TShemesh8 en Marzo 15, 2024
Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain pr Leer más
0 Me gusta
3 Respuestas
Marzo 19, 2024 09:14
Hi Tom, This sounds like something Dear Lucy could solve for you. You can leverage ie. line items for booked MRR and ie. any standard of custo...Leer más
WWiant12 en Marzo 07, 2024
HI Hubspot Community! We are trying to recreate a report that we had in Salesforce for our CEO and with the help of support we were able to create it. That's the good news. Our struggles are around 2 things: 1. How do we get rid of the screen to th Leer más
0 Me gusta
2 Respuestas
Miembro del salón de la fama | Partner
Marzo 08, 2024 00:21
Hi @WWiant12 , The moment you save a report to a dashboard (a collection of reports), you'll only see the report, not the filters. What you're...Leer más
NJThomps en Febrero 07, 2024
Hi there, We have recently been wanting to make a report where it lists the total amount of times we have had a face to face meeting with a contact that has a certain jobtitle. I am struggling to create a report that does this however, as while I h Leer más
1 Me gusta
3 Respuestas
Accepted Solution
Guía | Partner nivel Elite
Febrero 08, 2024 15:28
@NJThomps - If you have access to custom reports this should be simple enough: - Create a custom report with contacts and activities as the data s...Leer más
JRippinen8 en Febrero 05, 2024
Hi there! I could really use some assistance if someone has encountered a similar situation: Is there a way to report the number of sales activities (calls and meetings) that have taken place in a deal after a quote has been sent? I´m tryi Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Febrero 05, 2024 17:01
Hey @JRippinen8 , Happy Monday! With HubSpot's custom report builder , you can analyze multiple data sources across HubSpot. The diff...Leer más
VabEgg en Noviembre 06, 2023
Hi, we need to show our deal amount linear ditributed over the project running time. I have project start date and end date. Ans ideas how to show it in a report or create a field? Thank you!
0 Me gusta
1 Respuestas
Administrador de la comunidad
Noviembre 07, 2023 03:17
Hi @VabEgg , I hope that you are well! It's great to see you here 🙂 I'd like to share this article " Understand attribution reporting " and thi...Leer más
FlorianV en Octubre 26, 2023
Hey Guys Hubspot got 2 properties that seems to do quite the same thing, which is providing the date where a contact get to a specific lifecycle stage : Date entered [lifecycle stage] (The date and time when the contact entered the[life Leer más
1 Me gusta
2 Respuestas
Participante | Partner nivel Elite
Marzo 25, 2024 14:43
@FlorianV , The difference is how these properties are handled if you move a contact's lifecycle stage backwards. If you manually set ...Leer más
Jordy_Beyond en Octubre 05, 2023
Most beloved Hubspot community, I have a report that shows created contacts (leads) over time (p/month). Within this report I want to create a filter that makes it possible to show only one contact per company. In other words, it should only count Leer más
0 Me gusta
1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Octubre 05, 2023 05:38
Hi @Jordy_Beyond , Similar to what I described here, you need to find a way to label / flag contacts that are the oldest / primary contact: h...Leer más
JLetellier en Agosto 16, 2023
Hello HubSpot Community, I am trying to find a solution for a reporting issue for which I have hit a dead end. Here is an example of what I am trying to achieve : All my properties are in contacts. One property determines if you are an experie Leer más
1 Me gusta
3 Respuestas
Asesor destacado | Partner nivel Diamond
Agosto 18, 2023 09:16
Hello @JLetellier , The employees assigned will be a list and one employee can be assigned to multiple records, right? If so is the case, then...Leer más
Juliaaa en Julio 25, 2023
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda Leer más
5 Me gusta
7 Respuestas
Accepted Solution
Asesor destacado | Partner
Julio 25, 2023 09:49
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...Leer más
rodericks en Julio 06, 2023
For my dashboard i'm trying to show the total amounts of a certain product sold. This seems quite easy, however, every article code exists out of more than 1 product. Let me clarify: Article code: 101 = box of 1 unit sold Article code 106 = box o Leer más
0 Me gusta
1 Respuestas
Accepted Solution
Colaborador líder | Partner nivel Diamond
Julio 07, 2023 12:53
@rodericks - I think what you are asking is pretty straightforward regarding reports. I created this video that might help answer your question. ...Leer más
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