Hey community, We are in the process of re-evaluating how we measure our customer journey metrics and are mapping to a bowtie data model (by winning by design), using hubspot 🔁 I've spent the last week frying my brain on the merits of hav Leer más

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 Leer más

Hey orange hive I've been dabbling with apollo.io for a while, and I'm finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don't want all the contacts I ap Leer más

Dear community, I am struggling to create a report on deals. I need it to show deals stacked based on win probability (we have a custom property for this, not using the deal stage-based probability), it needs to be split by close date and split by d 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

Hello, I'd like to use Hubspot to track and analyze my sales precisely. Do you know if there are any functionalities (report creation, for example) that allow me to see directly the evolution of my sales between two periods and to see what Leer más

Hello, My team and I have recently ourchase Hubspot Professional. We're a food start up that has a lot of food products, however depending on the customer recieve a different price. As a result, this would mean trawling through spreadsheets and Leer más

We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't Leer más

Hello everyone, we are experiencing difficulties with the creation of accurate reports. We have Sales Hub Professional plan. Our goal is to showcase the progress of deals moving through stages on a monthly and weekly basis as well as the percentage Leer más

Hi there! I could really use some assistance if someone has encountered a similar situation: Is there a way to report the number of sales activities (calls and meetings) that have taken place in a deal after a quote has been sent? I´m tryi Leer más

I feel like I am missing something. Am I correct that you can set individual goals by sales person. If you split a deal between sales people you can see that in the forecast tab and create reports to show that; however, when using the goals tab it Leer más

I want to add Deal Type as a filter on my Deals Pipeline. I can see where I can add Deal Type as a filter, but I want to be able to quickly toggler between different deal types. When I added Deal Type as a filter, it made me select all the specifi Leer más