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 Leia mais

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 Leia mais

Hi All, I am trying to add the email address or contact id to my sequence report. For error contacts but I am unable to do it.

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 Leia mais

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 Leia mais

How do I create a report that will show me the unique downloads per landing page?

How can I choose which columns will appear when drill down into a dashboard report?

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais