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Dashboards & Reporting

Rechercher Dashboards & Reporting pour des solutions ou poser une question

Résolues

TrentonShaw le Juin 20, 2024

How to alternate between multiple dashboards automatically

Hello, I'm struggling to find a way to get one screen to scroll through a series of dashboards. We're a comparatively small team with just the one screen to display dashboards in the office, but obviously have multiple dashboards for sales KPIs Lire la suite

Répondre Analytics Tools Custom Objects Dashboards Integrations Reports Workaround

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6 Réponses

Solution Acceptée

Jnix284

Au panthéon de la communauté

Juin 22, 2024 19:53

@TrentonShaw no worries, always happy to help - it sounds like the tab switcher @MichelleMassung suggested could make it work 🙌

Résolues

ajkinbrum le Mars 19, 2024

Reporting on apollo.io prospecting

Hey orange hive I've been dabbling with apollo.io for a while, and I'm finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don't want all the contacts I ap Lire la suite

Répondre Analytics Tools best practices Contacts Integrations Sales

1 Mention J'aime

2 Réponses

Solution Acceptée

Lucila-Andimol

Leader d'opinion | Partenaire solutions Platinum

Mars 20, 2024 10:33

Hwy @ajkinbrum so when ever you pull contact's information from a 3rd party toll the source in the property Original Source will be Offline ...Lire la suite

DigitalRM le Décembre 21, 2023

Organic Social media post campaign data for Looker Studio

Hi all, I am trying to link my LinkedIn post analytics data from HubSpot (which includes a 'campaign' name - which is why I want to pull HubSpot data over LinkedIn direct data) into Google Looker Studio. I need Publish date, Post, Impressions, Eng Lire la suite

Répondre Analytics Tools Integrations Marketing Reports Social Tools

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1 Réponse

PamCotton

Gestionnaire de communauté

Décembre 21, 2023 09:31

Hey @DigitalRM , thank you for posting in our Community! Currently, we have an integration with Looker Studio ( more information here ). The...Lire la suite

Résolues

LBossi le Décembre 12, 2023

Forecast Submission

Hi all, I'm interested in fetching forecast submissions from HubSpot through the API. I haven't found a direct endpoint or solution to retrieve this data. Has anyone here managed to do this before, or does anyone have insights into which AP Lire la suite

Répondre Analytics Tools Integrations Workaround

1 Mention J'aime

1 Réponse

Solution Acceptée

Olivia_Bagnall

Guide | Partenaire solutions Platinum

Décembre 12, 2023 12:49

Hi @LBossi My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! Unfortunately forecas...Lire la suite

McBainKD le Novembre 17, 2023

Error with Google Sheets Marketplace Integration

Hey all, We've connected Google Sheets and HubSpot but aren't able to get access when trying to create a workflow. Please advise how to best fix this error message. Thanks!

Répondre Integrations Marketplace Sales

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3 Réponses

jjanek

Contributeur

Novembre 27, 2023 10:01

Same here. I have Google Sheets installed and we use it elsewhere, but it stopped working in Workflows. We get the same error.

ODwyer le Août 11, 2023

Xero's invoices not showing on a customer file

Hi, I have sent up Hubspot's data sync with Xero and all of the invoices we have in Xero have synced across but only a very small amount are linking with the customer file in Hubspot. The ones that do link are showing every invoice so we can see wh Lire la suite

Répondre Integrations

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3 Réponses

FBarnikel

Membre

Mai 14, 2024 06:21

I have the same issue, and I've found multiple threads which say the same. Did this ever get resolved? This may be the thing that makes me end the fr...Lire la suite

Résolues

Kimnaikebu le Janvier 17, 2022

How can I integrate or create Dashboards that can show the CAC, CLV, CPL?

Hi everyone, my research found that it is apparently not possible at the moment to create Dashboards in Hubspot that display the CAC, CLV, CPL and other metrics ( https://community.hubspot.com/t5/HubSpot-Ideas/Automatically-calculate-Customer-Lif Lire la suite

Répondre CRM Custom Objects Dashboards Integrations Reports

1 Mention J'aime

1 Réponse

Solution Acceptée

danmoyle

Membre irremplaçable | Partenaire solutions Elite

Janvier 17, 2022 08:42

Hi @Kimnaikebu . As great as HubSpot reports can be, sometimes users go deeper with integrations like Databox, Wicked Reports and others. In poking ...Lire la suite

Résolues

1stClaas le Janvier 04, 2022

Allow to analyse the development of custom properties

From our backend and other tools we push values like MRR, subscription plan, branches and many more to Hubspot. Now, taking MRR as an example, it would be nice to be able using the development of these kind of values in dashboards. For example, we s Lire la suite

Répondre Analytics Tools Dashboards Integrations Workflows

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2 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Janvier 04, 2022 04:40

Hi @1stClaas , This is already a much requested feature in the HubSpot Ideas section: Reporting based on History of a property It's cu...Lire la suite

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