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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 Lire la suite
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...Lire la suite
Worked the problem - it was there all the time. Learnings. Hello, First time community post for me! I need to pull all Deals by Opportunity Type from our instance of Sales Hub Starter in preparation for a migration to Professional. My p Lire la suite
Au panthéon de la communauté | Partenaire solutions
Décembre 06, 2023 00:15
Hi @MStreib ,
Welcome to the community!
In Sales Hub Starter, reporting options are unfortunately limited. However, if you're planning t...Lire la suite
Hey guys, When I view my deals in my sales pipeline and if I click on advanced filters > add filter > deal collaborator > is any of me paired with my original filter of 'deal owner is any of me' When I apply this filter I only see deal Lire la suite
Hi @workspaceman Can you look at this video and recreate it in your portal? It should help. https://www.loom.com/share/5c2c6ac8e9604ffb900ac41a...Lire la suite
Good Morning I am looking to create a map of current customers, by postcode. I have created this in a previous company who did not use Hubspot, by importing a csv file into Google maps, this then allows you to colour code different categories o Lire la suite
Hey @IPearson9
Currently, I am not able to find the direct feature in HubSpot but you can give a try to this Integration: https://mapsly.co...Lire la suite
Hello HubSpot Community, I'm reaching out in hopes of finding a solution to a customization issue we've encountered within our HubSpot setup. Our business operates on two unique fronts: product sales and secondment. These distinct functions have Lire la suite
Contributeur de premier rang | Partenaire solutions Platinum
Octobre 16, 2023 10:30
@NJ_001 unfortunately not, this is a manual process that each user must complete themselves - https://community.hubspot.com/t5/CRM/Customizing-Def...Lire la suite
Hello HubSpot Community, I am trying to find a solution for a reporting issue for which I have hit a dead end. Here is an example of what I am trying to achieve : All my properties are in contacts. One property determines if you are an experie Lire la suite
Hello @JLetellier , The employees assigned will be a list and one employee can be assigned to multiple records, right? If so is the case, then...Lire la suite
Has anyone else figured this out? I've tried setting the goal various ways (monthly and yearly), tried all kinds of variations on that last goal noti...Lire la suite
Hi there,
Found a few articles referencing custom objects as a use case for calculating comissions ( example here ). Sounds like the Custom Object would be Comissions and you would use data from other properties / objects and calculated proper Lire la suite
We need accelerators for comissions. But don't have the enterprise plan, so can't use Custom Objects for the accelerators. Is there any other workarr...Lire la suite
Hello Community, I am encountering an issue with my custom 'Pitch and Miss by rep' report in HubSpot, specifically with the amounts not calculating correctly. I would appreciate any insights or guidance you can provide to help resolve this probl Lire la suite
Hey @CRICornwall , thanks for reaching out! I think this has to do with the deal stage probability and the properties you're pulling into the report...Lire la suite
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with Lire la suite
Hey @chloey , thanks for reaching out! This is a great question.
The easiest way to report on different call types would be to customize your ...Lire la suite
Hi, Recently when I try to access this tab I have been recieving the following message: 'We couldn't find that view . If it is shared view ask the owner for access.' We have no owner of this view, it is a default HS view from what we under Lire la suite
Hi, I need to create a dashboard for a sequence performance weekly report and haven't been able to filter the dashboard/report only for one specific sequence.
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