Hi - I'm trying to create a report based on a property set on Company records. I have a field 'A', which has multiple checkbox values in it. E.g. Company 123 Field A: value 1, value 3, value 5 Company ABC Field A: value 1, value 2, val Beitrag ansehen
Hello Hub Community! I'm struggling with editing a report, to show more specific data; We currently have a report showing by 'Project Value' on the Y axis and 'Project Manager' on the X axis I would like to split the individual bar cha Beitrag ansehen
@Scrawford-1 my apologies for assuming you were familiar with these concepts.
For a custom dropdown deal property, follow these steps: https...Beitrag ansehen
I'm trying to build a report that looks at total line item sales by company, over a period of time. I can't seem to get a total $ amount of line items however; it seems to only report on whole order/Deal totals. An example of what I'm trying to buil Beitrag ansehen
Hi @MMatschke ,
In the custom report builder, choose the Deal and line item products and then choose a pivot table with these settings:
...Beitrag ansehen
Hello all, I'd like to recreate the default Reports, although I just checked via Chat with a HubSpot Representative that it's not possible at this time to simply duplicate and customise these. Does anybody have any idea (preferably screensho Beitrag ansehen
Thanks for the tag @PamCotton - +1 for the resources and screenshots from @HubSpot_Corey here. Nothing more I can add. Hope it worked out, @Tom_...Beitrag ansehen
Hi everyone, I am trying to create some reports for the following conversions which include a percentage ( ratio) too : Lead form submission ( MQL) → Meeting Booked Meeting Booked → Meeting Done Meetings Done → Signups Signup → Paid Beitrag ansehen
For funnel reports you'd need to either use the deal stage or the contact lifecycle stage. So if you need this calculated you'd either need to set it...Beitrag ansehen
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 Beitrag ansehen
@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...Beitrag ansehen
Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't fi Beitrag ansehen
Hey @BMitchell87
you can try to build a custom report
for the object company and sales activity
you can use the table format
and add as a...Beitrag ansehen
I am trying to build a report that shows Leads assigned by agents vs actioned (activities) per day, week, and month, is that possible? The goal is to understand how many deals are "actioned" every day, week, and month per SR. Thanks!
Dear Community, Is there a way to display the deal amount by financial year based on the start date of the settlement and the settlement frequency of the assigned items as well as the closing date of the deal? The ACV and ARR values for the ite Beitrag ansehen
Hey @MartinLeibi
have you set your fiscal year in HubSpot?
This will help adjust some tools in the CRM such as workflows, forecast and goals. ...Beitrag ansehen
I am not sure if this is something we can do with the reporting tool in hubspot - I have played around with it but could not seem to create the report I wanted. We have various reports that show the amount of activity performed by our salespeople Beitrag ansehen
Hello, I want to create a report which compares the number of deals with a name, vs those that don't, without creating a new property I have created a pie chart to do this, but this way deals with a name are segmented into many small slices. Beitrag ansehen
Hi @HRichthe2nd ,
With the current capabilities of the custom report builder, this is, as far as I know, not possible. You'll have to accept t...Beitrag ansehen
I would like to be able to show how quickly contacts move through different stages of our customer lifecycle. We use Hubspot Score to define these stages and don't use Hubspot's default Lifecycle Stage property. Our stages include: 0-60 Lead 61-99 Beitrag ansehen
Thanks! Unfortunately, I don't believe we are using the default lifecycle stages in hubspot, so there is likely a conversation to be had internally a...Beitrag ansehen