Dashboards & Reporting

Filtern nach
  • Alle Label
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sortieren nach
Neuesten Beiträge
  • Neuesten Beiträge
  • Top Likes
Status
Alle
  • Alle
  • Gelöst
  • Ungelöst
  • Unbeantwortet
Gelöst
Suganya1234 on April 07, 2025
How to create a custom report to track metrics like "closed won rate"?
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
April 07, 2025 11:57
Hi @Suganya1234 , I answered a similar question here: https://community.hubspot.com/t5/Dashboards-Reporting/Seeing-close-rate-as-in-a-report/...Beitrag ansehen
Suganya1234 on April 07, 2025
How do we calculate and project a velocity report between "sales stages" and ACV (average contracted value) relative to contacts we meet outside of events? Also, the average contracted value is nothing but how much the first deal is for over the l Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
April 07, 2025 17:37
Thanks for your post, @Suganya1234 ! I understand your goal is to calculate and project a velocity report between "sales stages" and average contr...Beitrag ansehen
Gelöst
SShahid4 on März 12, 2025
I need to see my cal.com meeting on hubspot as leads. Not able to create the workflow that would trigger this. Need help on this. I am new to hubspot
0 Likes
1 Antwort
Akzeptierte Lösung
HubSpot Employee
März 12, 2025 17:53
Hey @SShahid4 , thank you for posting in our Community! To sync your Cal.com meetings with HubSpot as leads, you’ll need to integrate Cal.co...Beitrag ansehen
Gelöst
RPetrovsky on März 06, 2025
Has anyone successfully set up a way to receive a second notification if a form has not been responded to? I have tried creating the workflow but I am having trouble getting it to work. Thanks in advance!
0 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
März 06, 2025 12:30
@RPetrovsky this requires a Professional subscription. You would enroll contacts when they submit a form, delay for 1 day, the send an internal ema...Beitrag ansehen
Gelöst
CKnobloch on Februar 26, 2025
Hi Community, I'm a BDR, and whenever I book a meeting for my Account Executive (AE), I have to open a deal and assign my AE as the deal owner. However, we have specific attribution rules where, if I have a certain number of touches on an acco Beitrag ansehen
Akzeptierte Lösung
Trendsetter/-in | Diamond Partner
Februar 26, 2025 13:30
Hi @CKnobloch , The challenge here is accurately pulling this information specifically based on that activity happening within 30 days of a de...Beitrag ansehen
Gelöst
samval on Februar 23, 2025
Good morning, I'm creating a report that shows the median time spent in deal stages for deals created in the last month. However, this report seems innacurate. It shows no time for the deal stage "Chased Pitch, but I have 5 deals sat at this stage Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Februar 23, 2025 04:20
Hi @samval , This is expected behavior, please see the definition of this field: Cumulative time in [stage ID] : the cumulative time s...Beitrag ansehen
sarahbecherer on Februar 17, 2025
I set up a Sales Reporting Dashboard. This dashboard includes 2 reports (among others): 1. Deals closed won this quarter by rep – Filtered to "THIS ENTIRE QUARTER" 2. Deals closed won all time by rep – Filtered to "ALL TIME" Here is th Beitrag ansehen
0 Likes
2 Antworten
Mitwirkender/Mitwirkende
Februar 17, 2025 12:22
Of course! Here you go...! In the Deals Won This Quarter By Rep, all 4 sales reps are included in this report, but I blocked their names our for ...Beitrag ansehen
Gelöst
SDC2001 on Februar 05, 2025
Want to create an overdue tag for my deal pipeline on the below parameters. - I can set specific time frames in days, that we expect each stage of the pipeline to take. - Once a deal within the pipeline reaches that alloted time frame for that sta Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Februar 05, 2025 01:10
Hi @SDC2001 , This should be straightforward with these default properties: Date entered [stage ID] : the date and time the deal ente...Beitrag ansehen
EGONZALOPALOM on Januar 27, 2025
hi i want to add meeting duration from logged meetings in my report but i can't find this property, there's call duration and conversation duration, but not meeting, please, can you help on that. even if i want to create a custom property for th Beitrag ansehen
0 Likes
1 Antwort
HubSpot Employee
Januar 27, 2025 17:34
Hey @EGONZALOPALOM , Happy Monday. Thank you for reaching out! I investigated more and currently, HubSpot does not have a native property fo...Beitrag ansehen
Gelöst
SofiaAkhlaghi on Januar 09, 2025
I am trying to analyze which channels form my sales funnel that generates mot sales. For ex see picture below, the left pie shows the generated contacts based on source (google, email etc) the source is a specific contact property. The left pie sh Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Januar 09, 2025 09:25
Hi @SofiaAkhlaghi , This can be done with funnel reports: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports (Gene...Beitrag ansehen
Gelöst
SofiaAkhlaghi on Dezember 19, 2024
Hey all! I am searching for a view in companies view where I an see the deals assosiacted with the companies but also the deals that are won for every compnay, ideally a column in the view attacehed weher number of deals won is shown. Is this p Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Ratgeber/-in | Gold Partner
Dezember 19, 2024 11:54
@SofiaAkhlaghi , I understand what you want to do. If it's like @Phil_Vallender said, and you want to see the number of deals won next to ...Beitrag ansehen
Gelöst
Faisal_Nawaz on November 22, 2024
Hi everyone, I’m on HubSpot Starter and need to create a weekly report showing contacts created, broken down by a custom source property. Since I can’t use custom reports and the default "Original traffic Source" report doesn’t reflect this propert Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
November 22, 2024 04:58
Hi @Faisal_Nawaz , I'm sorry to be the bearer of bad news, but in the Starter subscription tier it's not possible to create custom reports bas...Beitrag ansehen
abbrechen
Suchergebnisse werden angezeigt für 
Stattdessen suchen nach 
Meintest du: 

Möchtest du eine Diskussion beginnen oder eine Frage stellen?

Beitrag erstellen

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.