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Dashboards & Reporting

Im Forum Dashboards & Reporting nach Lösungen suchen oder eine Frage stellen

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SBrown801 on März 05, 2024

Setting Tasks on my home page

Hi I work for a not for profit and we are currently using the free version of Hubsot. Having been used to a different CRM in my corporate days I'm enjoying the Hubspot experience so far. Although probably not yet using it to it's full potential Beitrag ansehen

Antworten best practices Free Starter Tasks

0 Likes

2 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

März 05, 2024 05:31

Hi @SBrown801 , Navigate to Settings > General > Profile, then scroll down a bit 🙂 Best regards!

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TEdwards4 on Januar 25, 2024

Tasks against deal report (non-paid seats)

Hi I'm trying to create a report to show on dashboard of all tasks allocated against deals for certain users. However, they are not showing up in the report. I'm wondering if I need to have a paid seat to do this as the paid users are showing up. Beitrag ansehen

Antworten Tasks

1 Likes

4 Antworten

Accepted Solution

Lucila-Andimol

Vordenker/-in | Platinum Partner

Januar 25, 2024 06:33

Hey @TEdwards4 I can almost confirm that even free users can be seen in the reports. I think It might be the way you are creating the reports,...Beitrag ansehen

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FrazerJames98 on Januar 03, 2024

Report on outsanding tasks by sales rep

Hi, I'm trying to find a way of creating a report that shows the number of outstanding tasks/calls etc. by sales rep. Thought this would be something of use to any sales manager and hoping it's an easy one to sort.

Antworten Dashboards Reports Tasks

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1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Januar 03, 2024 03:29

Hi @FrazerJames98 , You can create this report under Menu > Reporting > Reports > My repor ts > Create report > Singl...Beitrag ansehen

JArand on April 19, 2023

I am unable to access the TASKS 'Due today' tab in HS.

Hi, Recently when I try to access this tab I have been recieving the following message: 'We couldn't find that view . If it is shared view ask the owner for access.' We have no owner of this view, it is a default HS view from what we under Beitrag ansehen

Antworten CRM Dashboards How-To Tasks Workaround

0 Likes

1 Antwort

JArand

Mitglied

April 19, 2023 17:17

Hi All, This issue is resolved, not sure what happened, but is operating fine. Cheers John

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AKemple on Februar 10, 2023

Calculating Number of Touches to Convert

I am currently trying to figure out the correct number of tasks in a sequence for my SDRs. With that, I'd like to determine how many calls/activities on average it takes each of our SDRs to convert a lead to a deal. Has anyone figured out any report Beitrag ansehen

Antworten Tasks

1 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Februar 10, 2023 15:50

Hi @AKemple , Historically, I think, this is not possible. Going forward, here's what you could do if you have access to workflows (avai...Beitrag ansehen

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jrtbv on Februar 06, 2023

Raport calculating number of meetings held withing the pipeline deals.

How to create a report that will check how many meetings are scheduled and how many have taken place?

Antworten Deals - Meetings Tasks

1 Likes

1 Antwort

Accepted Solution

jolle

Trendsetter/-in | Partner

Februar 06, 2023 23:02

Hey @jrtbv , thanks for reaching out! There are a bunch of default HubSpot reports around meetings that should help you get what you're after....Beitrag ansehen

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GTimmermans7 on November 04, 2021

Tasks automatically deleted

Hi everyone I'm an intern and I haven't been using Hubspot for long so maybe this question is very simple for some of you. I tried to find something about it but couldn't find anything that fit. The problem I'm having is that when I create a ta Beitrag ansehen

Antworten Tasks

1 Likes

6 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

November 05, 2021 05:35

Hi @GTimmermans7 , Could you confirm that you're not looking at a filtered view , meaning: no selection made under More filters and Assign...Beitrag ansehen

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MobileAuto on November 23, 2016

Activity Log/Report

Is there away to download all my activity through out the day. I work from home and right now have a spreadsheet of every contact I spoke with and every task I completed that I submit to my boss. This CRM is great but now Im doing double the input. Beitrag ansehen

Antworten Tasks

10 Likes

17 Antworten

Accepted Solution

allison

Teilnehmer/-in

Dezember 29, 2016 16:51

HubSpot lacks in the ability to export reports of activities. However, if you are logging meetings, calls, tasks and emails you could just have your ...Beitrag ansehen

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pvjp1013 on Oktober 20, 2016

Is it possible to customize activity reports using Hubspot's reporting add-on?

I purchased the Hubspot reporting add-on this past month because I was having trouble running and customizing prospecting activity reports. I was hoping to generate detailed reports on who my sales reps were contacting every week and month. The rep Beitrag ansehen

Antworten Contacts CRM Prospects Tasks

1 Likes

1 Antwort

Accepted Solution

nicolebrenner

HubSpot Employee

Oktober 20, 2016 15:29

Hey There, Thanks for reaching out to the community. You are correct that the reporting add-on doesn't have the capability to create this spec...Beitrag ansehen

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