Dashboards & Reporting

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PBaxter on March 24, 2023

Weekly report in more of a feed/digest format

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

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HNascimento on March 23, 2023

Email average

Is it possible to create a dash with: the average number of emails sent for each lead created in 2023 in the first 15 days after lead creation?

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karstenkoehler

Hall of Famer | Partner

March 23, 2023 22:22

Hi @HNascimento , Not historically, I think, no. Even going forward, unfortunately, this can not be achieved perfectly, only via approximation...read more

mayalaraineri on March 16, 2023

Track MQLs and SQLs per SDR

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

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danmoyle

Thought Leader | Elite Partner

March 16, 2023 06:34

@mayalaraineri when creating a contact report that measures lifecycle stage, you can include a filter for "date entered [specific] lifecycle stage....read more

JBateman7 on March 16, 2023

Report sales by state in the US

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

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jolle

Key Advisor | Platinum Partner

March 16, 2023 08:05

Hey @JBateman7 , thanks for reaching out! This is a great question. You have two main options here: Option 1: Use the custom report bui...read more

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THayes3 on March 08, 2023

report on unique deals by stage over time

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

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THayes3

Member

March 09, 2023 05:56

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

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AJurek on March 07, 2023

Report: Engaged Vs Unengaged Contacts in List

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!

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karstenkoehler

Hall of Famer | Partner

March 07, 2023 10:16

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

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AOgbe on March 02, 2023

How does the last activity date get updated?

Last activity date: does it pull its record from the company record or from the contact

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karstenkoehler

Hall of Famer | Partner

March 02, 2023 11:02

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

DGilormo7 on February 22, 2023

Won/Lost Deal Report with Percentages

How can I calculate the win rate per quarter (or month) per deal owner?

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DGilormo7

Participant

February 24, 2023 06:09

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

BMcGee on February 22, 2023

Adding Total

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

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BMcGee

Participant

February 23, 2023 05:36

I took another report and was able to adjust per your suggestions. It's the way the report was built. Really apprecitate the guidance. Thanks!

AvS-K on February 21, 2023

Activity feed/ Timeline in other platform

Is there a possibile in HubSpot or with an app to place the Contact Timeline in another tool than HubSpot?

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AvS-K

Participant

February 22, 2023 20:57

No it's not an app.

LBrowne on February 14, 2023

Report on users who receive copies of form submissions

I think it would be beneficial to see a list of, or report on, everyone who is marked to receive copies of form submissions.

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karstenkoehler

Hall of Famer | Partner

February 14, 2023 21:22

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

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JulietaOrtizK11 on February 03, 2023

How to measure Sales Hub impact vs Marketing Hub?

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

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karstenkoehler

Hall of Famer | Partner

February 03, 2023 22:59

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

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