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Solucionado
RHendricks on Abril 19, 2024
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
1 avaliações positivas
1 Respostas
Accepted Solution
Autoridade no assunto | Parceiro Platinum
Abril 19, 2024 07:50
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
Solucionado
zacbadgley on Abril 09, 2024
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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 11, 2024 00:21
@zacbadgley I don't see an issue with submitting the form via API or updating the contact record via API. You would simply set the hidden field val...Leia mais
Solucionado
JJesto on Março 22, 2024
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 Leia mais
0 avaliações positivas
7 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 26, 2024 01:06
Hi @JJesto , If you break down all deals by "Is closed won", that is the same as raw vs CD. I'm not following how what you're looking for woul...Leia mais
MCourtney0 on Março 19, 2024
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!
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Março 19, 2024 13:41
Hi @MCourtney0 , You're correct, a calculation property is the right approach - not however the custom formula but the "time between" calculat...Leia mais
NKoller on Março 04, 2024
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. Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Março 04, 2024 08:33
Hi @NKoller , Optional stages are only available in the journey analytics: https://knowledge.hubspot.com/reports/create-a-journey-report ...Leia mais
LNitti on Fevereiro 27, 2024
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
0 avaliações positivas
3 Respostas
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
EMontgomery on Fevereiro 26, 2024
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?
0 avaliações positivas
1 Respostas
Top colaborador(a)
Fevereiro 26, 2024 14:17
Hi @EMontgomery , I believe you can solve this by creating 2 custom deal properties "Expected Deposit Date" & "Expected Deposit Amount". You ca...Leia mais
Solucionado
JKLEJTMAN on Fevereiro 09, 2024
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' Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Fevereiro 09, 2024 06:27
Hi @JKLEJTMAN , When you say "sent", where exactly in HubSpot are you? Are you looking at deals? Here's what I'd recommend checking: ...Leia mais
Solucionado
JCrowNM on Fevereiro 05, 2024
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 Leia mais
0 avaliações positivas
11 Respostas
Accepted Solution
Colaborador(a)
Fevereiro 07, 2024 12:47
Just wanted to provide a concise recipe of what I did in case others have a similar need. 1. Signed up for the formula fields beta 🙂 2. Create a...Leia mais
Solucionado
FlowAnja on Fevereiro 05, 2024
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 Leia mais
1 avaliações positivas
1 Respostas
Accepted Solution
Autoridade no assunto | Parceiro Platinum
Fevereiro 05, 2024 09:28
Hey @FlowAnja I'd suggest that you added some screenshots of your reports so that we can help you better. Also you can get on a coaching sessi...Leia mais
Solucionado
SReid1 on Janeiro 06, 2024
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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Janeiro 08, 2024 00:26
Hi @SReid1 , @SReid1 wrote: in HubSpot you can associate deals with other deals. This is not true, what makes you think this? 🙂 ...Leia mais
Solucionado
AHinds on Janeiro 04, 2024
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 Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Janeiro 05, 2024 00:21
Hi @AHinds , Sure, navigate to Menu > Reporting > Reports > My reports > Create report > Single object > Deals ...Leia mais
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