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Dashboards & Reporting

Rechercher Dashboards & Reporting pour des solutions ou poser une question

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BrianGunner le Septembre 16, 2020

Reporting Cycle

Hi Community Members - Is anybody aware of a way to change the default of calendar year to fiscal year??

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1 Réponse

Solution Acceptée

Josh

Expert reconnu | Partenaire solutions Diamond

Septembre 16, 2020 08:05

Hi @BrianGunner , I've heard this request a few times recently. There is an idea in the forum here . In the meantime, the best workaround is ...Lire la suite

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pdansey le Août 20, 2020

Deal stage win probability based on new or existing customer

Hi We have a single deal stage pipeline for which each stage has a % win probability set, all normal there. However, once a deal is at say Proposal Submitted it is much more likely to close if it is an existing customer than if it is a new cust Lire la suite

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Solution Acceptée

dianalcont

Contributeur de premier rang | Partenaire solutions Platinum

Août 20, 2020 12:30

Hi @pdansey Do you have the ability to create multiple pipelines? (Sales Pro/Enterprise plan). If so, have you considered creating two pipelin...Lire la suite

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joshsidener le Juillet 13, 2020

YOY Growth Reporting

Looking for some advice on building a custom report to show our ARR growth YOY, as well as ARR growth per customer YOY. Our product/sale is very "land and expand" so it is important for us to start tracking how that is taking shape. Any help wo Lire la suite

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PamCotton

Gestionnaire de communauté

Juillet 14, 2020 14:55

Hello @joshsidener Thank you for posting in the Community, based on what I understood I would recommend tracking recurring revenue in Hub...Lire la suite

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matheusjiran le Juillet 09, 2020

Products with negative unit price

My company currently uses products (line items) with negative unit price to track downsells and churns. We can report very well on Deals x Line Items and track our revenue changes using this method. We did that by adding a value to the "Unit Disco Lire la suite

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Solution Acceptée

matheusjiran

Contributeur | Partenaire solutions Diamond

Septembre 16, 2020 12:19

Solved within the new Products view! I'm not sure if there was an update, but following the steps below we managed to have products with negati...Lire la suite

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jeromeant le Juin 19, 2020

MRR & Goals

Hi, Our sales teams as MRR KPI Goals and I would like to setup goals with MRR and not with revenue. Could it be possible to setup goals on MRR and not on revenue ? Thanks, Jerome

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Solution Acceptée

Nynke_HM

Contributeur de premier rang | Partenaire solutions Diamond

Juin 19, 2020 11:17

Hi @jeromeant , I think you could, but this requires some custom properties and reporting skills. MRR is a default Deal property in HubSpot, ...Lire la suite

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NZL le Juin 17, 2020

Setting revenue goals by product category

Hey, we have a list of product types or categories and we need to set monthly sales revenue targets for each category for reporting purposes. Does anyone know if this is possible using Pro version.

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Solution Acceptée

rikkilear

Contributeur de premier rang | Partenaire solutions Elite

Juin 18, 2020 04:31

Hey NZL, Unfortunately you won't be able to do that on Pro. A summary of goal types per tier are here: Sales Hub Starter and P...Lire la suite

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charliepinker le Avril 03, 2020

Report showing active MRR by month

Hi all, I'm trying to create a report that shows the sum of all active MRR (e.g. from deals) by month. The first thing I did was to create a report that showed closed won deals by month, and make it cumulative so it adds up past deals into each Lire la suite

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Solution Acceptée

Mike_Eastwood

Expert reconnu | Partenaire solutions Gold

Avril 23, 2020 22:40

Hi @charliepinker I don't know how to do it inside HubSpot without writing custom code, which requires time and budget. Personally, I ...Lire la suite

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BrianCarter le Février 06, 2020

Deal slippage and sales progressions

I'm aware there are several 3rd-party software that can integrate into HS, however, I'm curious to know if anyone has been able to find a way to show deal slippage? What I want to see: How the pipeline for the business has changed through tim Lire la suite

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10 Réponses

Solution Acceptée

BrianCarter

Contributeur

Août 11, 2020 10:29

Hey Vince, HubSpot now has a Sales Analytics section inside of the Analytic Reports that gathers the majority of this data. There are a few minor...Lire la suite

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Sanjiiv le Janvier 13, 2020

Previous deal stage

Hi, I'd like to create a report to show where deals were before they were marked as lost. E.g. 10 deals were marked as lost pre-trial, 5 were lost post-trial, etc. Is there any way to do this without having to click into each individual deal t Lire la suite

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Solution Acceptée

HubSpotMaster

Conseiller clé | Partenaire solutions Diamond

Janvier 13, 2020 14:03

I recommend taking the following steps Add "Last Deal Stage" Property with a drop-down of all your active stages (not closed won or lost). Crea...Lire la suite

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LukeMarthinusen le Octobre 03, 2019

Report to show closed sales revenue month-on-month

Hi, Can anyone detail how to create a report to show closed deal revenue month-on-month Thanks in advance.

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Solution Acceptée

Phil_Vallender

Membre irremplaçable | Partenaire solutions Diamond

Octobre 03, 2019 06:15

Hi @LukeMarthinusen Create deal report filtered on close date (this year) and deal stage (any won), then display data from close date and a...Lire la suite

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Angelamr le Juillet 16, 2019

Report to calculate average deal size per month

Hi there, It is possible to create a report on Hubspot that shows the average deal size? If yes how can I create it? I need a report with the average deal size per month since the beginning of the year. I found out how to do it with the old Lire la suite

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3 Réponses

Solution Acceptée

MikeLawson

Contributeur

Juillet 16, 2019 08:59

@Angelamr I think I can help you here! There may be a canned report I am missing but I like to build custom ones, so click the create cust...Lire la suite

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