Dashboards & Reporting

Filtrar por
  • Todos os rótulos
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Ordenar por
Mais recente
  • Mais recente
  • Mais votados
  • Todos
  • Solucionado
  • Sem respostas ainda
nguyenhang on Setembro 17, 2020
Hi Everyone, I have a question. How to export detailed log activity (call, meeting, email) of each deal. Can someone give me some solutions, t hanks for all your help! Thanks
1 avaliações positivas
6 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Setembro 18, 2020 05:06
Hi @nguyenhang , If you're looking for a spreadsheet that has all engagements from all deals, I'm not aware of a way to do this at the moment....Leia mais
allserve on Agosto 12, 2020
I need to know if I can run a filter that separates out last activity by user? The issue is that both me and my colleague have amended records on a specific day, but we do different jobs, and I need to follow up with the companies she has contacte Leia mais
0 avaliações positivas
1 Respostas
Alunos da HubSpot
Agosto 13, 2020 03:48
Hi @allserve , These articles about filters might be a good starting point for you: Use Activity filters in lists and custom reports ...Leia mais
DMurphy1 on Agosto 06, 2020
Can someone give me an answer as to why our ads on 3rd party sites page analytcis are not inline with what I see in pageviews in Hubspot? A digital banner ad from an online mag shows for instance 119 clicks in one month. In Hubspot I see 8 page view Leia mais
1 avaliações positivas
2 Respostas
Agosto 07, 2020 14:51
It is part of a campaign. Hubspot has since responded to my ticket that I opened and now tells me that cookie blocking does indeed impact pageviews. ...Leia mais
CapChris on Agosto 06, 2020
The Activity feed on my account is not showing the domain anymore. It is just stating "someone"
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Agosto 07, 2020 10:49
Hello @CapChris , Currently, if your user does not have a paid Sales seat ( Starter/Pro/Enterprise), since email tracking and notifications ...Leia mais
slane34 on Julho 30, 2020
Hi, My team is looking for a way to report some KPIs about our current customers - ex. available processing volume vs. processing volume with us. We are reporting on it and sharing the reports in Confluence currently, but it's horrendous in see Leia mais
0 avaliações positivas
2 Respostas
Julho 31, 2020 10:05
Absolutely. So for example, with our current clients they have X amount of opportunity to convert with us but they are currently converting at Y leve...Leia mais
joshsidener on Julho 21, 2020
Hi! Is anyone doing any reporting against net new/first time meetings? We are trying to drill down into what rep activities drive new/early-stage conversations with prospects within our target accounts. As of now, I can only seem to report on a Leia mais
Accepted Solution
Especialista reconhecido(a) | Parceiro Platinum
Julho 23, 2020 08:33
Hi @joshsidener , My recommendation is to use a custom call and meeting type labeled as First Meeting. You can then use that call/meeting type...Leia mais
MzSeJP on Julho 07, 2020
Hello! Does anyone know why Hubspot would prevent me from being able to add a custom property (formatted number) to a custom report (single object, based on contacts)? Essentially I am attempting to chart my users by months until renewal (month Leia mais
0 avaliações positivas
4 Respostas
Julho 15, 2020 12:31
I'll third (fourth?) the ask of what your subscription level is. My subscription is Marketing Hub Pro and Sales Hub Pro and I have no issues creating...Leia mais
lisicoders on Julho 05, 2020
I have a series of lists created by syncing once a day from Salesforce. The lists contain all contacts who have installed the Trial program once, 2-9 times, 10-20 times, etc. Each list is created with the following: At least one associated Compan Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Julho 07, 2020 07:00
Hey @lisicoders Thank you for the information provided, I'll tag a few experts that share their expertise- Hey @StefaniUAT @daviddo...Leia mais
brandon98 on Junho 08, 2020
I am wondering if there is a way to see how many of my contacts are complete or incomplete, and if possible, which fields are incomplete. Mainly I want to know the phone number, mobile phone number, and email. Is there a way to create a report to sh Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Colaborador(a) | Parceiro Ouro
Junho 08, 2020 17:54
I'd recommend using Active lists here. The reports and dashboards would create count visualizations that can show how many are missing properties, bu...Leia mais
hssandesh on Junho 05, 2020
Got a quick question: I send a lot of 1-1 emails. Let's say today 1 sent 30 emails (not mass emails but 1-1). Tomorrow a few more and over a period of time i would have sent about 150+ 1-1 emails. Now, is there a way for me to collate all these an Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Junho 08, 2020 14:05
Hello @hssandesh Looks like this post was answered here in our community. Let us know if you have any following questions. Thank you! ...Leia mais
Rajvalley1 on Maio 27, 2020
Hi, is it possible to add the 'email tracking' - clicks, opens etc column on the contacts dashboard? Thanks!
0 avaliações positivas
4 Respostas
Maio 30, 2020 07:54
Thanks! I will give it a go - Raj
rjohnsonM3 on Maio 15, 2020
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter Leia mais
5 avaliações positivas
14 Respostas
Setembro 19, 2023 09:30
I have this same issue and the accepted solution does nopt address the original question. I don't understand why it was accepted. Last Activity inclu...Leia mais
Mostrando resultados para 
Pesquisar então 
Você quer dizer: 

Quer iniciar uma conversa ou fazer uma pergunta?

Crie uma postagem.

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.