Dashboards & Reporting

絞り込み条件
  • すべてのラベル
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
ソート
最新
  • 最新
  • いいね!が多い
ステータス
すべて
  • すべて
  • 解決済み
  • 未解決
  • 回答待ち
解決済み
FlowAnja 2月 05日, 2024
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 続きを読む
1 いいね!
1 コメント
Accepted Solution
ソートリーダー | Platinum Partner
2月 05日, 2024 09:28
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...続きを読む
解決済み
MStreib 12月 05日, 2023
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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
12月 06日, 2023 00:15
Hi @MStreib , Welcome to the community! In Sales Hub Starter, reporting options are unfortunately limited. However, if you're planning t...続きを読む
解決済み
workspaceman 10月 27日, 2023
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 続きを読む
0 いいね!
3 コメント
Accepted Solution
ガイド役 | Platinum Partner
10月 30日, 2023 08:31
Hi @workspaceman Can you look at this video and recreate it in your portal? It should help. https://www.loom.com/share/5c2c6ac8e9604ffb900ac41a...続きを読む
IPearson9 10月 25日, 2023
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 続きを読む
2 いいね!
1 コメント
キーアドバイザー | Diamond Partner
10月 25日, 2023 06:11
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...続きを読む
解決済み
NJ_001 10月 16日, 2023
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 続きを読む
0 いいね!
9 コメント
Accepted Solution
トップ投稿者 | Platinum Partner
10月 16日, 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...続きを読む
JLetellier 8月 16日, 2023
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 続きを読む
1 いいね!
3 コメント
キーアドバイザー | Diamond Partner
8月 18日, 2023 09:16
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...続きを読む
M1tesh 7月 28日, 2023
I am trying to set goals but at the last stage I'm getting the following error and can't work out how to fix it. Can aanyone help
2 いいね!
2 コメント
投稿者
1月 04日, 2024 14:23
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...続きを読む
AFish 6月 23日, 2023
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 続きを読む
0 いいね!
4 コメント
参加者
12月 09日, 2023 07:36
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...続きを読む
解決済み
CRICornwall 6月 13日, 2023
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 続きを読む
1 いいね!
3 コメント
Accepted Solution
名誉エキスパート | Solutions Partner
6月 13日, 2023 15:52
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...続きを読む
chloey 6月 05日, 2023
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 続きを読む
名誉エキスパート | Solutions Partner
6月 05日, 2023 08:45
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 ...続きを読む
JArand 4月 19日, 2023
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 続きを読む
0 いいね!
1 コメント
メンバー
4月 19日, 2023 17:17
Hi All, This issue is resolved, not sure what happened, but is operating fine. Cheers John
解決済み
GHernandez2 3月 13日, 2023
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.
1 いいね!
1 コメント
Accepted Solution
名誉エキスパート | Solutions Partner
3月 13日, 2023 22:13
Hey @GHernandez2 , thanks for reaching out! What dashboard/report are you looking at currently? You should be able to either: H...続きを読む
キャンセル
次の結果を表示 
次の代わりに検索 
もしかして: 

新しくスレッドを立ち上げてディスカッションをしたり、質問をすることができます。

投稿する

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.