O JavaScript deve estar instalado e ativado para usar estes fóruns. Seu navegador parece ter o JavaScript desativado ou não oferece suporte a JavaScript. Consulte o arquivo de ajuda de seu navegador para saber como ativar o JavaScript.

Dashboards & Reporting

Pesquise soluções em Dashboards & Reporting ou faça uma pergunta

Solucionado

saraf_furniture on Setembro 05, 2024

How Can I Customize Sales Report Dashboards for Different Teams? | InSaraf Furniture Reviews

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 Leia mais

Responder CRM

1 avaliações positivas

1 Respostas

Solução Aceita

Shadab_Khan

Orientador(a) | Parceiro Elite

Setembro 05, 2024 12:05

Hi @saraf_furniture Hi there, ( Visual Loom Video ) Great question! If you're looking to create customized dashboards for different team...Leia mais

Solucionado

NTurley on Agosto 23, 2024

How to allow a report to export contacts to a list

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 Leia mais

Responder Analytics Tools Contacts CRM Dashboards How-To Lists

0 avaliações positivas

5 Respostas

Solução Aceita

NTurley

Membro

Agosto 27, 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...Leia mais

Solucionado

timshutes on Agosto 12, 2024

I need a solution to be able to add "goals" to a spreadsheet report

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 Leia mais

Responder CRM Dashboards Reports Sales

0 avaliações positivas

1 Respostas

Solução Aceita

DSharma02

Colaborador(a)

Agosto 13, 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...Leia mais

Solucionado

Nicolas_Maiwald on Julho 24, 2024

Cannot Retrieve Custom Property in Google Looker Studio

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"]. Leia mais

Responder CRM

0 avaliações positivas

4 Respostas

Solução Aceita

Nicolas_Maiwald

Membro

Setembro 09, 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...Leia mais

Solucionado

GvanderWatt on Julho 16, 2024

See marketing events that a contact has registered for

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.

Responder CRM Marketing

0 avaliações positivas

1 Respostas

Solução Aceita

DSharma02

Colaborador(a)

Julho 17, 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...Leia mais

Solucionado

PPenev_1 on Julho 15, 2024

Capturing and Calculating the Difference in Value Between Two Property Updates

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 Leia mais

Responder CRM Reports

0 avaliações positivas

2 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Julho 15, 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 ...Leia mais

Solucionado

tjsimpson on Julho 09, 2024

Forecast Close Date

All, I am confused with the Forecast tool. The default 'Forecast category' of 'Pipeline', 'Best Case', 'Commit' are all based on the 'Close Date' but none of these are actually closed yet. Would it not be best to list the stages/forecast category b Leia mais

Responder CRM

0 avaliações positivas

2 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Julho 09, 2024 15:22

Hi @tjsimpson , Happy to help here. The forecast tool relies on the close date, correct, and this cannot be changed to the create date, ...Leia mais

Solucionado

MRatnadiwakar on Julho 02, 2024

Create a report/ dashboard to list down contacts with latest SMS replies

When I selected activity based reports, it does not include SMS activities. I have a workflow to inform lead owners with in-app notifications if there's a new reply for their contact. Is there a way to get this list of in-app notifications as ac Leia mais

Responder Contacts CRM Sales

0 avaliações positivas

1 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Julho 02, 2024 23:58

Hi @MRatnadiwakar , There is a beta for SMS replies which you can learn more about here: https://knowledge.hubspot.com/sms/manage-and-reply-t...Leia mais

Solucionado

pruedas on Junho 13, 2024

Tag by date "before today's date"

Hi, We have two date properties for deals: "Planned delivery date" and "Real delivery date". We would like to implement a tag to highlight deals which have not been delivery ( "Real delivery date" is unknown ) BUT where planned to be delivered Leia mais

Responder CRM

0 avaliações positivas

2 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Junho 13, 2024 03:14

Hi @pruedas , In HubSpot, "before today" would spell out as "is more than 0 days ago", have you tried that? Best regards

Solucionado

BJobse on Junho 12, 2024

Number of times contacted per time period

I would like to see in a report how many times a customer has been contacted per period. Now I think I only see the total, but not from, say, the past month or this year.

Responder CRM

0 avaliações positivas

1 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Junho 12, 2024 02:52

Hi @BJobse , This can be accomplished with a custom report in the custom report builder: https://knowledge.hubspot.com/reports/create-reports...Leia mais

Solucionado

PPenev_1 on Maio 24, 2024

Duplicate Deal Information in Excel Export

Hi Everyone, I'm having an issue with exporting Deal information from a HubSpot report in an Excel file. If a deal is linked to multiple companies, its information gets duplicated, based on the Company ID, which forces us to do lots of manual wo Leia mais

Responder CRM Dashboards Deals Reports

1 avaliações positivas

5 Respostas

Solução Aceita

Lucila-Andimol

Autoridade no assunto | Parceiro Platinum

Maio 24, 2024 09:43

Hey @PPenev_1 have you tried editing the column in the view and exporting only that information? This way you get to see only that information...Leia mais

GIonita on Maio 08, 2024

MRR Forecast based on Subscriptions and Payments

Hello. We are looking to create a report that shows us how much money will be collected each moth, based on our customer's subscriptions and scheduled payments. We use payment links and products. Not all deals are setup so we cant use them. If ther Leia mais

Responder CRM Payments Reports

0 avaliações positivas

1 Respostas