Hi All, We have a custom object called 'Insights' where various members of our team capture pieces of intelligence about our clients / market, which is associated to companies and contacts. Data structure is like: Insight Name -> Date -&g read more
Hi @HNascimento ,
Not historically, I think, no. Even going forward, unfortunately, this can not be achieved perfectly, only via approximation...read more
Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in read more
@mayalaraineri when creating a contact report that measures lifecycle stage, you can include a filter for "date entered [specific] lifecycle stage....read more
Hi all! I'm looking to provide our finance team with a report/list showing sales grouped by state. We have a contact property called “IP state/region” which is a good starting point, but as I'm new to HS, I can't figure out what steps are re read more
Hello, I'm trying to put together a report that shows the count of deals that are currently in or have been in 5 out of 7 deal stages within a certain timeframe. I can't solve for how to show data without duplicating Counts ie; the same deal read more
Thanks Karsten, I figured I would need to create a workflow in the end, wanted to see if there was any other way using existing reports first. Mu...read more
Hi, I'm looking to create reports that show the percentage of unengaged contacts and engaged contacts in our marketing lists. Has anybody found a good way to do this? Cheers!
Hi @AJurek ,
To achieve that, you need a custom property and a contact-based workflow. The custom property would be a dropdown select with opt...read more
Hi @AOgbe ,
Activity date properties look at the activities associated to the record. If it's an activity date property for a contact record, ...read more
These are solid solutions. However, I'm trying to keep HubSpot as the source of truth and avoid creating regularly needed reports outside of the plat...read more
So we've created various reports that we use on our Dashboards, but one feature I would like to see if a "Total Line" where you're reporting individual lines of data on the report. I know you create the report showing just the aggregated total and read more
Hi @LBrowne ,
To add to @jolle 's reply, HubSpot has in the past compiled information about form notification recipients. This was in the con...read more
Hey community! I'm trying to find a way to measure the sales hub impact vs mkt hub efforts , for that I thought a good way was to create a list to find every contact in HubSpot for which a sales hub user has logged Sales Hub email, phone or L read more
Hi @JulietaOrtizK11 ,
If this question is an attribution question (as in: are the marketing team and the salem pulling their weight), I would ...read more