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HGupta9 on May 28, 2024
Hi community, Have you ever built a single report that includes all the items for the sales reps - number of calls made, - number of demo meetings , - number of signed quotes - Number of close won deals if yes could you share read more
0 upvote
1 Reply
Hall of Famer | Partner
May 28, 2024 10:22
Hi @HGupta9 , It's not possible to do this within one report, as the report would require multiple data sources (activities, quotes, deals) wi...read more
EvaUR on May 28, 2024
Hi! I'm trying to gain some insights in the behaviors of our customers. To that end, I want to build a report that shows me how many of our contacts order the same product twice or more. We associate deals with our contacts, and those deals have read more
0 upvote
1 Reply
Participant
May 28, 2024 10:48
Hi @EvaUR - For this you need to create custom properties & workflows. eg.- Lets say you have 3 products a (Product id -1) b (Product id -...read more
Solved
LHolmberg7 on May 21, 2024
Hi, We have incoming MQLs that goes into our sales funnel. If they qualify, they move on to become a potential opportunity (SQL). I'm not sure I fully understand how it works. Have I understood it correctly by describing the picture like this: " read more
0 upvote
2 Replies
Accepted Solution
Guide | Elite Partner
May 21, 2024 06:01
@LHolmberg7 - Looks to me you've built it out perfectly, just be mindful that there may be a date filter on your report (found just off your screen...read more
Solved
JHagan on May 20, 2024
I wanna know if there's a way to look at my Teams events in a calendar view versus a report view. I've looked for solutions. I cannot find one. I do not have The marketing hub. Any suggestions?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 21, 2024 00:21
Hi @JHagan , When you say Teams events, are you referring to meetings on their personal calendar? Generally, HubSpot assumes that you're...read more
JWienkamp on May 16, 2024
Hi everyone! I have the following use case and hope that someone already found a solution for it: We work project based and multiple people can be involved in one project. We track this by having multiple user properties Now I wanna create a read more
0 upvote
4 Replies
Member
May 24, 2024 16:10
To create a comprehensive report showing user involvement across different roles in projects, you can utilize a pivot table or a specialized reportin...read more
FatihSeven on April 27, 2024
Hi everyone, We want to measure not only the turnover of team members but also their sales profitability. We make premium payments based on profitability and measure this monthly. While we pay x% premium up to a certain level of profit read more
Participant
April 30, 2024 11:20
Hey Fatih, One thing that comes to my mind is this: - Create a "Commission" pipeline, manage accesses and remove it for all users except yourself if ...read more
Solved
MMatschke on April 12, 2024
I'm trying to build a report that looks at total line item sales by company, over a period of time. I can't seem to get a total $ amount of line items however; it seems to only report on whole order/Deal totals. An example of what I'm trying to buil read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Diamond Partner
April 12, 2024 12:01
Hi @MMatschke , In the custom report builder, choose the Deal and line item products and then choose a pivot table with these settings: ...read more
Solved
BMitchell87 on April 05, 2024
Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't fi read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
April 05, 2024 05:30
Hey @BMitchell87 you can try to build a custom report for the object company and sales activity you can use the table format and add as a...read more
Solved
KLallemont on March 13, 2024
Is there a way to add goals to a dashboard? Our team leads have set deal and call goals for each of their team member (about 5 people on each team) and would like to see on their dashboard each individual's call/deal count compared to their goal. Th read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
March 13, 2024 12:37
Hey @KLallemont yes you can have a calls report compared with the goal and filter for a specific user would be like this hope this hel...read more
SComeau on March 12, 2024
Hello, I am trying to figure out how to create a report that will show me which companies have Open Deals of a certain filtered type. I need to find out which companies have a Deal Type "A" AND Deal Type "B" Open. We have two types of products that read more
0 upvote
3 Replies
Hall of Famer | Partner
March 12, 2024 10:43
@SComeau duplicates are typically due to the report source. If you don't want to see deal duplicates, try making deals the primary report data sour...read more
Solved
LDeniz on February 29, 2024
We want to track how many first demos SDRs book each week. We want to see how many demos a sales reps book each week as well as how many demos were completed each week. How can we run this report? We have created a custom property 'first de read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
February 29, 2024 07:40
@LDeniz you get both. There is a "Create date" and "Activity date", the latter of which corresponds to the date when the meeting takes place.
Solved
Arnunes on February 28, 2024
How can I choose which columns will appear when drill down into a dashboard report?
Accepted Solution
Hall of Famer | Partner
February 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...read more
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