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解決済み
LPhillips 1月 28日, 2025
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
0 いいね!
6 コメント
ベストアンサー
参加者 | Gold Partner
1月 30日, 2025 05:24
Hi @LPhillips , You can try this. Create a Custom Calculation Property to count the number of contacts where the "Meeting SET Date" ...続きを読む
解決済み
YdeBritoManoc 1月 16日, 2025
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
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
1月 16日, 2025 12:51
@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
TBurke3 1月 14日, 2025
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
0 いいね!
5 コメント
メンバー
1月 17日, 2025 13:22
Hi RYan. DId you see my screen shots in the thread?
解決済み
Vasiki 10月 24日, 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 続きを読む
0 いいね!
7 コメント
ベストアンサー
メンバー
11月 05日, 2024 14:13
Figured out the issue. The property view customization only applies to the default card, not any cards added by an admin.
解決済み
TMendl 10月 18日, 2024
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
4 いいね!
2 コメント
ベストアンサー
トップ投稿者
10月 19日, 2024 11:57
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
解決済み
EVernon0 10月 09日, 2024
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
1 いいね!
1 コメント
ベストアンサー
投稿者 | Gold Partner
10月 09日, 2024 10:44
Hello @EVernon0 ! Sorry to see you are having this issue. Did you try keeping the increment in a separate property and updating the deal amoun...続きを読む
解決済み
saraf_furniture 9月 05日, 2024
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
1 いいね!
1 コメント
ベストアンサー
キーアドバイザー | Elite Partner
9月 05日, 2024 12:05
Hi @saraf_furniture Hi there, ( Visual Loom Video ) Great question! If you're looking to create customized dashboards for different team...続きを読む
解決済み
NTurley 8月 23日, 2024
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
0 いいね!
5 コメント
ベストアンサー
参加者
8月 27日, 2024 11:54
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
解決済み
timshutes 8月 12日, 2024
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
0 いいね!
1 コメント
ベストアンサー
トップ投稿者 | Gold Partner
8月 13日, 2024 00:49
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
解決済み
Nicolas_Maiwald 7月 24日, 2024
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
0 いいね!
4 コメント
ベストアンサー
メンバー
9月 09日, 2024 08:01
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
解決済み
GvanderWatt 7月 16日, 2024
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.
1 いいね!
2 コメント
ベストアンサー
トップ投稿者 | Gold Partner
7月 17日, 2024 00:59
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
解決済み
PPenev_1 7月 15日, 2024
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
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
7月 15日, 2024 06:55
Hi @PPenev_1 , This requires one additional property and workflow in the workaround you've already explored. Let's assume your property ...続きを読む
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