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解決済み
HWilliams4 10月 26日, 2022
We have two revenue streams attached to each of our deals and would like to combine these two figures in the "Amount" field. I'm aware that Amount is a pre-set field and can't be made into a calculation, so I have created a custom field called "Tota 続きを読む
3 いいね!
6 コメント
Accepted Solution
キーアドバイザー | Diamond Partner
10月 26日, 2022 12:53
Try this workflow layout:
解決済み
MHenning1 10月 18日, 2022
Hi! I'd like to be able to highlight certain reports on a dashboard. The scenario is we have a long dashboard filled with various pipe metrics, and there's a for example bi-weekly meeting. Could you enable a temporary set 'highlight' of individual 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
10月 18日, 2022 09:55
Hi @MHenning1 , This is currently not possible but you could request it from the product team by submitting a post to the HubSpot Ideas sectio...続きを読む
解決済み
tillyvs21 5月 20日, 2022
It would be great to make hubspot more visual either in Deal lists or in reports so that you can have colours for different fields to provide visual queues based on certain criteria.
4 いいね!
2 コメント
Accepted Solution
キーアドバイザー | Elite Partner
5月 20日, 2022 06:57
Hey @tillyvs21 , color coding deals or lists in general aren't a thing in HubSpot, unfortunately. One of the things you could do however is p...続きを読む
解決済み
tim_sakow 1月 18日, 2022
Currently it seems you can only have private reports or shared reports that are editable or view only access. It would be nice to have the ability to have a private dashboards that are shared with specific people. As it stands, there is no way to s 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 19日, 2022 00:30
Hi @tim_sakow , There are sharing options to accomplish that. Navigate to your dashboard and click whatever is shown at the top right corner u...続きを読む
解決済み
Matthew_Dreier 1月 03日, 2022
I have created a sales opportunities review dashboard. Think of this like an out-of-the-box dashboard that keeps a new salesperson on track, provides them the info needed to prioritize their day and hit monthly goals, and ultimately gives the user a 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 04日, 2022 00:53
Hi @Matthew_Dreier , You're correct, there currently aren't any dashboard filter permissions specifically. If a user can access a dashboard, t...続きを読む
MThorslund 10月 18日, 2021
I am trying to setup a dashboard in Google Data Studio but experiencing problems with integrating a custom property made in Hubspot. Is it possible to import my own property to the dashboard or is it only the Hubspot pre-made properties that yo 続きを読む
メンバー
3月 14日, 2023 22:11
Im trying to use a custom property but dont know which metric to use to show values. The metrics Contacts, form submissions dont work.... What metri...続きを読む
TheCloak 8月 11日, 2021
I am building out some reporting on our customers / deals. I am currently using coupler.io which has been setup to extract the following: Google Sheets Sheet 1: Hubspot Contacts - extract of all contacts information Sheet 2: Hubspot Deals 続きを読む
0 いいね!
4 コメント
メンバー
8月 21日, 2023 04:05
Hi Everybody, I would like to open u this topic again, as I also struggle to find which value links contacts and deals together for our reporting. ...続きを読む
解決済み
twinloger 3月 23日, 2021
Hello. we would like to use the forecast. it does not suit us that he selects deals only according to close date. We make contracts with clients for several years (etc, 2021, 2022, 2023). We divide offers into several years (etc, 2021, 2022, 2023). 続きを読む
4 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 23日, 2021 03:26
Hi @twinloger , That's indeed a limitation of the forecast section of the tool. It's simply not possible at the moment. If you want to r...続きを読む
解決済み
fabien13 11月 01日, 2016
Hello I know the post : https://community.hubspot.com/t5/Inbound-Sales-Best-Practices/B2B-Sales-HubSpot-CRM-Contacts-vs-Companies-vs-Deals-Where-to/m-p/130#M3 in part answers my questions, but, not all of them. I am tracking the activity such 続きを読む
0 いいね!
1 コメント
Accepted Solution
元HubSpot社員
11月 01日, 2016 09:54
Hi @fabien13 , thanks for your question! You're definitely correct in assuming that certain activity types have different functionalities in Deal re...続きを読む
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