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Dashboards & Reporting

Pesquise soluções em Dashboards & Reporting ou faça uma pergunta

Solucionado

HNouch on Abril 17, 2024

Deleted elements by user Dashboard

Greetings, Since I've encountered this exact demand in my work, I wish to know if it's possible to monitor who deleted what element in Reports. I wish to create a dashboard monitoring all deleted elements (deals, proprieties, contacts, comp Leia mais

Responder Dashboards

0 avaliações positivas

1 Respostas

Accepted Solution

PamCotton

Gerente da Comunidade

Abril 17, 2024 17:47

Hey @HNouch thank you for posting in our Community! HubSpot provides an Audit Log feature that records various user actions, including dele...Leia mais

Tom_B on Abril 12, 2024

Recreate Sequence Reports

Hello all, I'd like to recreate the default Reports, although I just checked via Chat with a HubSpot Representative that it's not possible at this time to simply duplicate and customise these. Does anybody have any idea (preferably screensho Leia mais

Responder Dashboards Reports

0 avaliações positivas

4 Respostas

danmoyle

Participante de valor | Parceiro Elite

Abril 16, 2024 08:28

Thanks for the tag @PamCotton - +1 for the resources and screenshots from @HubSpot_Corey here. Nothing more I can add. Hope it worked out, @Tom_...Leia mais

Solucionado

justinlu on Abril 11, 2024

Cohort analysis by week | Lead -> MQL %

Hello! I'm trying to figure out how to build a report that allows me to see, by week, the percentage of leads (that already became MQLs) that are converting to MQLs within the 1st week, 2nd, 3rd, nth... I can see the average time it takes f Leia mais

Responder Dashboards

0 avaliações positivas

5 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 12, 2024 00:46

Hello @justinlu , Alright, this can be achieved with the custom equation syntax of calculation properties: https://knowledge.hubspot.com/prop...Leia mais

Arnunes on Abril 10, 2024

Activities tracking

We're having a hard time making it available for leaders to have visibility into the metrics in the structures below them Currently we have a macro team, such as Team A, this team A has 3 other managers who take care of 3 other teams, for exampl Leia mais

Responder Dashboards

1 avaliações positivas

5 Respostas

HubSpot_Corey

Colaborador(a)

Abril 10, 2024 19:02

Hi @Arnunes It seems there might be a mix-up between visibility settings and the use of ownership in your reports. The visibility level should ...Leia mais

Solucionado

JVanpachtenbe on Abril 02, 2024

How to send a dashboard as a pdf using a workflow

Hello all Is it possible to send a dashboard as a pdf to a non hubspot user using workflows ? thy

Responder Dashboards

0 avaliações positivas

2 Respostas

Accepted Solution

JVanpachtenbe

Participante

Abril 03, 2024 09:03

too bad, thy for your insights

Solucionado

Susancolleman on Março 25, 2024

Service Hub reporting

How can I establish measurable service KPIs, implement automation to streamline service processes, and leverage HubSpot's reporting? Any insights, strategies, or case studies to share on optimizing service goals within the HubSpot platform? Leia mais

Responder Dashboards

1 avaliações positivas

3 Respostas

Accepted Solution

Jigar_Thakker

Conselheiro(a) de destaque | Parceiro Diamante

Março 25, 2024 03:31

Hey @Susancolleman Kindly go through this article here this is a great resource if you looking to create and measure service goals: https://...Leia mais

Kjones11 on Março 22, 2024

Meeting Times

Hi There! I was wondering if there was a way to be able to track the time spent in meetings? Thank you!

Responder Dashboards

0 avaliações positivas

3 Respostas

PamCotton

Gerente da Comunidade

Abril 22, 2024 15:52

Hey @Kjones11 you can create custom reports using the filtered meeting data. By selecting the appropriate filters and metrics, you can generate r...Leia mais

SKuentzel on Março 06, 2024

Dashboard filter & sharing

Hello! I wonder if this notification within the dashboard sharing means that we will soon be able to set filters and send automated dashboard emails with the filter enabled? "“Send with filters” will be removed from this menu soon. In the futu Leia mais

Responder Dashboards Workaround Workflows

0 avaliações positivas

3 Respostas

DianaGomez

Gerente da Comunidade

Março 12, 2024 06:36

Hi @SKuentzel , Thank you for clarifying your inquiry. The functionality I previously mentioned should work similarly for recurring or sched...Leia mais

Solucionado

Arnunes on Fevereiro 28, 2024

Dashboard drill down columns

How can I choose which columns will appear when drill down into a dashboard report?

Responder Dashboards Enterprise Professional

0 avaliações positivas

7 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 28, 2024 07:44

@Arnunes that's the single object report builder I referred to in my reply. Once you click on "the Data step" at the bottom, you can add more prope...Leia mais

LNitti on Fevereiro 27, 2024

Multiple Line Items in a Deal

Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there Leia mais

Responder Dashboards Deals Reports Workflows

0 avaliações positivas

3 Respostas

Jonas_De_Mets

Top colaborador(a)

Fevereiro 29, 2024 16:20

@LNitti I think you might be looking for the Product ID if your line items instead: Hope this helps! Best regards, Jonas De Mets ...Leia mais

BCuyvers on Fevereiro 27, 2024

Incomplete data dashboard

When using the dashboard, I can see that the data from my 'deals' sales pipeline is incompletely visualized in the template graphs. For example, I know that more than 20 deals have been signed in the last period (as indicated by the filter), but it' Leia mais

Responder Dashboards

1 avaliações positivas

10 Respostas

BCuyvers

Membro

Março 04, 2024 10:45

Should I report this as a bug? If yes, how can I do this? I think it would be a nice fix to also have deals in the report (coming from a template) th...Leia mais

Solucionado

PBaan25 on Fevereiro 24, 2024

Team goal versus individual goals

Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some Leia mais

Responder Dashboards Enterprise Professional Sales

1 avaliações positivas

3 Respostas

Accepted Solution

PBaan25

Participante

Fevereiro 26, 2024 11:12

Thanks, I have upvoted the idea you mentioned. We are indeed working with custom reports. I have found a way to have some sort of forecasts in there...Leia mais

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