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 Leia mais
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...Leia mais
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 Leia mais
Hi @BérangèreL , thank you for the mention. I've never used the quota or goals features at my current role, so am not 100% sure on how I'd appro...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
@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...Leia mais
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 Leia mais
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!
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...Leia mais
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 Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...Leia mais
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 Leia mais
@rodericks - I think what you are asking is pretty straightforward regarding reports. I created this video that might help answer your question. ...Leia mais