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Dashboards & Reporting

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Solved

zacbadgley on April 09, 2024

Relating Contacts to Deals

I am a marketer responsible for driving trials. I am having a hard time tying the contact attributes like a form fill, lifecycle stage, and source to a deal and it's stage. My goal is to be able to look back at trials generated in a previous mo read more

Reply Deals Marketing Reports

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 11, 2024 00:21

@zacbadgley I don't see an issue with submitting the form via API or updating the contact record via API. You would simply set the hidden field val...read more

DigitalRM on December 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 read more

Reply Analytics Tools Integrations Marketing Reports Social Tools

0 upvote

1 Reply

PamCotton

Community Manager

December 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...read more

Solved

Jordy_Beyond on October 05, 2023

Is it possible to only show one contact/lead per company in my report

Most beloved Hubspot community, I have a report that shows created contacts (leads) over time (p/month). Within this report I want to create a filter that makes it possible to show only one contact per company. In other words, it should only count read more

Reply CRM Marketing Reports Sales

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

October 05, 2023 05:38

Hi @Jordy_Beyond , Similar to what I described here, you need to find a way to label / flag contacts that are the oldest / primary contact: h...read more

Solved

CBilan on May 08, 2023

Allow tracking of goal conversion rate and filtering by date for workflows under a campaign

We would like to be able to track goal conversion rates for workflows we have put under a campaign easily. Currently, we have to check each workflow individually to see the goal conversion rate. We also would like to be able to filter this data by m read more

Reply Analytics Tools Marketing Workflows

1 upvote

2 Replies

Accepted Solution

jolle

Recognized Expert | Partner

May 08, 2023 13:10

Hey @CBilan , thanks for reaching out! There are definitely some limitations with HubSpot reporting around workflows and goals. As of right no...read more

Solved

EKnaack on September 28, 2022

Tracking Revenue Help

Hey there! I am somewhat familiar with Hubspot lingo and basic functions BUT I need major help on this project. Someone set up our revenue tracking before I was here and it is not functional for what we need. It's not really a priority for read more

Reply Marketing

0 upvote

3 Replies

Accepted Solution

jolle

Recognized Expert | Partner

September 30, 2022 12:10

Thanks for the mention, @kvlschaefer ! Very good questions, @EKnaack ! Echoing @Jnix284 , we need to know more about your current and ideal ...read more

BGrimes on January 03, 2022

Influenced Revenue on Companies (Not Contacts)

From what I understand the only way to show campaign influnce is on the contact; the campaigns tools will always pull the influenced contact, and influenced revenue will pull from the "Amount" of ALL deals that are associated to any of those influe read more

Reply Deals Marketing Reports Workaround

1 upvote

2 Replies

KAvery

Participant

April 11, 2022 10:28

Also, if when creating the campaign we could select where we want the influenced revenue to come from, that could eliminate alot of these issues. I c...read more

Solved

jocallaghanSD on November 25, 2021

Marketing pipeline influence

Hello! I'm new to HubSpot from previously using SF/Pardot. In SF I used to be able to create an overall marketing influence on the sales pipeline report. I can't seem to do this in HubSpot? Does anyone have a similar report? By Marketi read more

Reply Dashboards Marketing Reports

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 25, 2021 10:38

Hi @jocallaghanSD , You won't find this report exactly (one $ amount for all of marketing's attribution to the sales pipeline), but you'll fin...read more

AJohnson8 on November 02, 2021

Powerhouse Dashboards and Reporting Tips with Jorie Munroe! | Cincinnati HUG

Powerhouse Dashboards and Reporting Tips with Jorie Munroe! Tuesday, November 16th | 12:00 PM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Cincinnati HUG led by HubSpot partner read more

Reply best practices Dashboards Marketing Reports Sales Starter Webinar

1 upvote

0 Reply

AJohnson8 on October 26, 2021

Demystifying the HubSpot Custom Report Builder | Los Angeles HUG

Demystifying the HubSpot Custom Report Builder Tuesday, November 9th | 2:30 pm EST, 11:30 am PST Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Los Angeles HUG led by HubSpot partne read more

Reply CRM Getting Started Marketing Reports Sales Starter Webinar

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Solved

maurices on March 03, 2021

Create Dashboard for 1 to 1 Mail Tracking

Hi Guys, I googled and search this board and couldn't find a solution which surprised me. We are sending Mails to our Leads after we called them, we send them directly from the contacts mail one to one with prewritten templates. Therefo read more

Reply Dashboards Marketing

1 upvote

8 Replies

Accepted Solution

willsmith

Key Advisor | Diamond Partner

March 08, 2021 09:56

Have you considered creating a report like this: https://community.hubspot.com/t5/CRM/How-to-track-1-1-emails/m-p/344523 Then place the report wi...read more

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