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 Beitrag ansehen

I am a marketer responsible for driving trials. I am having a hard time tying the contact attributes like a form fill, lifecycle stage, and source to a deal and it's stage. My goal is to be able to look back at trials generated in a previous mo Beitrag ansehen

Hi Good day, Hoping that Hubspot Team can create on a reports with a two type of filtering same source by catetgory in X axis or Y Axis from a Combination Chart. Ex. We can filter Count of Deal in Y axis(1) = is any of ( Closed only, Generate Deal Beitrag ansehen

Hi, I'd like to add on my report a count of days from the deal creation date. I'm assuming I'd have to create a calulation deal property to do this but unsure of the formula, please could I get some help? Thank you!

Hi folks, I am trying to creative a report based on deals phases, where a 2nd call is an optional phase, as in it is not always used to move forward. Unfortunately, every deal where this step has not been taken, is excluded from the report. Beitrag ansehen

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 Beitrag ansehen

Sometimes we collect deposits on a portion of a Deal and I'd like to be able to forecast that revenue on my Dashboard apart from the balance since those two transactions may occur months apart. Any ideas on how I can do this?

Hello, From one day to the next, all my Contracts / Transactions that were in Sent status have disappeared. They are not even visible in the Companies or Contacts files (as if they had simply been deleted). Have you ever experienced this problem? I' Beitrag ansehen

We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't Beitrag ansehen

Hello everyone, we are experiencing difficulties with the creation of accurate reports. We have Sales Hub Professional plan. Our goal is to showcase the progress of deals moving through stages on a monthly and weekly basis as well as the percentage Beitrag ansehen

Hi all, in HubSpot you can associate deals with other deals. However, there is no way to report on this. Do you happen to know of a way to do this? We have created sample deals and are associating future deals to the sample deal and ideally, we woul Beitrag ansehen

Is there a way to run a report that shows the current status of deals. All the reports I can see show deals that have GONE thru deal stages. It counts all of the deals that have gone thru a stage. What i require is the one report that shows a coun Beitrag ansehen