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
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
@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
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
@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
I would like to run a report looking at MQLs to SQLs. MQLs are defined as memembers of a certain list and SQLs are defined as when the contact is associated with a deal and the SQL property is checked. Is there a way to run this report? Please l read more
Hey Dennis
you can always use Worflows/automation to set or update the contact's lifecycle stage.
You can build a WF that when the contact is in ...read more
Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some read more
Thanks, I have upvoted the idea you mentioned. We are indeed working with custom reports. I have found a way to have some sort of forecasts in there...read more
Hi @LDeniz ,
If you're referring to the "Historical snapshots" report in the sales analytics section, then no. For this report, it's either ex...read more
I have run a historic snapshot by going to reports > sales > forecast & pipelines > historical snapshots. Can someone please explain to me what this report shows?
Hello, I'd like to use Hubspot to track and analyze my sales precisely. Do you know if there are any functionalities (report creation, for example) that allow me to see directly the evolution of my sales between two periods and to see what read more
@Tim_dgn Thank you for the additional details about how you're using Excel for this report.
To add your estimated sales / budget, you would n...read more
Hi there, Have run a report over the activities object filtered on meeting type. Does anyone know what the differene is between activity date and create date? I assume activity date is the date of the associated activity but am more confused by read more
Hi @LDeniz ,
A good example would be a manually logged meeting. If you log it today, retroactively for last Monday, then the Create date is to...read more
I am working in an Enterprise client account. I believe the pie chart is the only native reporting format that can show a percentage of total. Anyone know of a hack to do so in a table format report on deal object? e.g: Existing dropdown select p read more
Hi there, I want to create a calculated property for conversion rates. I know there are some default reports on conversion rates but these are not meeting our needs. Example - Last month, we generated 100 MQLs - Last month, we generated 25 S read more
Hey @Lisette1
I suggest you take a look on Karsten's comment.
Although I could mention that with our customers usually the criteria is to show...read more