Hi HubSpot Community. . . I'm hoping someone can help me build a report I'm struggling with. I’m trying to build a report that will show me my BDR team's Meeting HELD rate (the percentage of meetings they are SETTING that are HOLDING). I have a “Me 続きを読む
Hello Guys, I have been trying to do an automation for almost a month and it's not working. Here's the deal: I need to copy the contract expiry date from a DEAL to the same property in COMPANY. But, every time that we have a new deal, they copy 続きを読む
@YdeBritoManoc it looks like your test deal isn't meeting the enrollment criteria then – have you checked if it has the correct deal type etc? You ...続きを読む
Hi all. I am trying to get a specific VIEW of my pipeline. The only VIEW I can get for the DEALS PIPELINE is in the grid where I have to scroll down to see all the DEALS. WHen I watch hubspot tutorials, their entire screen is filled with t 続きを読む
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 続きを読む
Hi HubSpot Community, This might be familiar to some, but I wanted to share a small breakthrough we had and get feedback on how to improve it. Our sales leadership team requested close-rate reports per rep, ideally displaying all reps (or te 続きを読む
Hi Theresa, You can create custom calculations and aggregate data using summary functions I would suggest that you look into using summary functions...続きを読む
Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s 続きを読む
Hi everyone, I’m working on optimizing our sales reporting process at InSaraf Furniture and would like to create customized dashboards for different teams within our organization. Specifically, I want each team to have a tailored view of metrics an 続きを読む
When creating reports on a HubSpot dashboard, my end goal is to be able to export those identified contacts to a list. Sometimes a report does not have this option (it's usually in the top right, titled Use in list ). Why do some reports have this 続きを読む
I think I cracked the code everyone! This had nothing to do with the settings within the report, but the type of report. When we go to create a rep...続きを読む
All, We are running a national campaign for new leads. We track these leads by industry they're in and state. For each state we have goals we're tracking against. For instance: STATE | INDUSTRY | # LEADS | GOAL Alabama | I 続きを読む
Hi @timshutes , So wherever you are creating these, STATE, INDUSTRY, LEADS, create properties like GOAL A, GOAL B, GOAL C and then assign these GO...続きを読む
Hi everyone, thanks for taking the time to read this! A client of mine wants to track how many people in a respective time period have been sent an offer. For that purpose, a filter can be applied to all deals with [Date entered "Offer is sent"]. 続きを読む
Hi all, thanks for all your answers! I've found a workaround by now to first send all the data concerning the "Offers" to a Google Sheet and then ret...続きを読む
Hey there, I'm curious to know if there's a way to view the marketing events a contact has registered for directly from the contact view, without needing to navigate to each event or generate a separate report.
Hi @GvanderWatt , We can achieve this by creating a custom property and a workflow. Create a contact property called "Event (name) Registered" and...続きを読む
Hi HubSpot Enthusiasts, I am trying to figure out a way to capture and calculate the difference between the latest 2 value changes in the same property (screenshot below). I'm trying to store the second to last change in an additional proper 続きを読む