Hello there! We are tracking the conversion rate between lifecycle stages per month (in this case how many marketing leads convert to sales leads), and I found a fantastic report that mostly gets me what I need (showing me all contacts that have bee Leer más
Hi @KMcKenz ,
For this particular visualization, that's correct and there aren't any ways around that within one report. However, you can crea...Leer más
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 Leer más
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...Leer más
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 Leer más
Hi @carolinescott88 ,
Is it possible that the email inboxes are no longer connected? For instance, did your IT department recently upgrade Ou...Leer más
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...Leer más
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 Leer más
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 Leer más
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...Leer más
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...Leer más
@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...Leer más
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 Leer más
Hi @Kaluginbill ,
The only way to get this report is through the sales analytics (previous name) / sales report collections (new name). https...Leer más
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 Leer más
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...Leer más
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 Leer más
you're welcome @ajinkyamurtey , happy to provide further insight.
For lead analysis, I'm struggling to understand how the last note is relevan...Leer más