Hi, I am fairly new to reporting and dashboards. My CEO wants a dashboard that shows all our target accounts (a custom created property in the company record) and status of activity and deals for each of those acconts all in one place. I am tryi read more
Hey @MJMacpherson
this is easy.
You can create a company +deals report
and use the filter tab were your custom property value is "know" or t...read more
Hi, I am looking to create a report that analysis the deals we have where we have three closed options. Is this possible and which type of report is best please?
Hi! i really enjoy the canned reports under sales analytics >> coach reps and teams >> prospecting activities. In particular, it is really useful for me to be able to see the percentage of calls connected and meetings completed. In read more
Hi @carolinescott88 ,
Is it possible that the email inboxes are no longer connected? For instance, did your IT department recently upgrade Ou...read more
Hi @Appu ,
Can you please share your report settings? If you pull in Contacts as a data source of your report, you should be able to include...read more
We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who read more
I'm trying to report on our sales team's "activities" and for some reason, I do not have the option to select all of the different types of activities. This is really limiting our ability to use the "activities" as a sales team because our sale read more
I figured this out. I thought because the standard HubSpot report did not have that as an option, that it was not an option but I found a way to repo...read more
Hey @ABoyum
as Ben mentioned, this depends on how you set this up.
If its a CTA you can measure clicks there
If its a document inside HubSpo...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 have a dealership client who has to report on how many deals have been in each deal stage during a week and a month. The issue we are running into is that all of the HubSpot reporting REMOVES a deal from a stage once it has left that stage and read more
Hi @Kaluginbill ,
The only way to get this report is through the sales analytics (previous name) / sales report collections (new name). https...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, Can anyone let me know how to create the contact/lead feedback report? Say we work with an agency who helps generating leads through marketing channels for us and those leads are assigned to sales reps. Sales reps outreaches to assigned read more
you're welcome @ajinkyamurtey , happy to provide further insight.
For lead analysis, I'm struggling to understand how the last note is relevan...read more
I am trying to build a report, that shows how we perform vs budget for billede revenue in an accounting year. I have entered monthly revenue targets in goal objective. We are creating deals - based on line items wit a start billing date. I wou read more
Hey @PeterFrolund
hope you are doing good!
So recurring revenue features in HubSpot are available in Enterprise licences if you are willing t...read more