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Martha on September 16, 2020
You can email reports directly from your dashboards in your HubSpot portal. E.g. Sales productivity reports for Sales Managers. By navigating to the dashboard you would like to send out and hitting "actions > email this dashboard" you can f read more
Member
September 24, 2020 02:43
Thanks Kira. Got it!
Solved
prashantgijare on September 02, 2020
I created a custom report based on Lifecycle Stage. The report looks fine on the surface but when I click on Lead and SQL I see that the contact in SQL is also shown in the Lead category. On the contact record, it shows as SQL. Why would it show read more
0 upvote
4 Replies
Accepted Solution
Top Contributor
September 02, 2020 23:31
Hi @prashantgijare , A funnel report is designed to show things as they go down the funnel. For example, if you sent 100 emails, but 50 were ope...read more
Solved
bethhathorn on August 11, 2020
Our sales are all team based--not really individual owner based. Is there a report or a way to show sales as a whole vs sales per individual? All the reports I see are very person specific. Any help or direction is appreciated.
0 upvote
1 Reply
Accepted Solution
Key Advisor
August 11, 2020 14:50
Hi @bethhathorn , If you have any of the enterprise accounts: You can create teams and add their members under Settings. You can pull lists, r...read more
AnthonyKC on July 21, 2020
When calls are made why are users in the system showing account owner not the user that is making the call in the productivity report? Is anyone else experiencing this and is there a way to fix it?
0 upvote
1 Reply
Community Manager
July 22, 2020 08:47
Hello @AnthonyKC Could you please share a screenshot or provide us more details in what filters are being used in your report currently? And...read more
Solved
joshsidener on July 21, 2020
Hi! Is anyone doing any reporting against net new/first time meetings? We are trying to drill down into what rep activities drive new/early-stage conversations with prospects within our target accounts. As of now, I can only seem to report on a read more
Accepted Solution
Recognized Expert | Platinum Partner
July 23, 2020 05:33
Hi @joshsidener , My recommendation is to use a custom call and meeting type labeled as First Meeting. You can then use that call/meeting type...read more
Solved
Omnidek on July 06, 2020
We have one meetings link that is used by multiple sales reps in their emails - is it possible to view meetings booked by "deal owner" aka sales rep even though it's not their meeting calendar
0 upvote
5 Replies
Accepted Solution
HubSpot Employee
July 10, 2020 06:43
Hi @Omnidek , Thanks for providing this information! I recreated this scenario in my test portal to determine if there would be a workaround...read more
bw-ipim on June 26, 2020
Hello all. I have created a custom report to show the number of meetings per week for two sales reps. I've displayed the data weekly and filtered for a rolling date range of the last 30 days. The problem is, if we are half way through a given we read more
1 upvote
2 Replies
Contributor
June 30, 2020 09:15
Hi Pam, thanks for the reply. It's actually the earlier dates that are cutting off that was the issue, not so much the "today" behaviour. E.g...read more
Solved
P1 on June 18, 2020
This may be an obvious feature, new user here 😉 For Sales Reps, seeking to push active leads to their top of mind. Do you know of a report or maybe an Inbox (?) that will list hottest/latest email opens? Hubspot: Show me a list of my Emai read more
0 upvote
10 Replies
Accepted Solution
P1
Participant
June 23, 2020 11:13
I got it! whew.
AJPoulin on June 04, 2020
This a tricky one: How can I get a list (or report, or filter, or something) that shows contacts that I assigned a contact owner to? The HS folks said it's not possible at this time.
0 upvote
4 Replies
Member
June 04, 2020 16:25
Yeah, we did that already. So while that'll create new records for each person that emails us (good), it also does the same for all companies sending...read more
Solved
GustavoGGomes on May 20, 2020
Hello all, Is there any way I can trigger a workflow when a deal is created without an associated company? I want to create a task for the deal owner to fix this and associate the correct account. Thanks!
6 upvotes
5 Replies
Accepted Solution
Top Contributor | Diamond Partner
May 20, 2020 14:49
@GustavoGGomes - Awesome Question! I figured out a way you can do this with just 2 workflows and one custom field. I answered this in my question ...read more
Nikboe on May 17, 2020
Hi, I want to report on all our deals in the sales pipeline and show the monthly change. In Excel it is quite easy to create: HubSpot: I cannot click on comparison. How do I do this in Hubspot? Thanks!
HubSpot Alumni
May 20, 2020 04:35
Hi @Nikboe , Thanks for reaching out. I wanted to share these two articles about funnel reports with you. They might be an option for you....read more
Solved
rjohnsonM3 on May 15, 2020
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more
Accepted Solution
AM8
Top Contributor
May 15, 2020 08:34
Hi @rjohnsonM3 I am not sure I understood what issue are you facing with the " Last activity date"? Anyway here are the 3 columns that will help...read more
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