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Dashboards & Reporting

Pesquise soluções em Dashboards & Reporting ou faça uma pergunta

Solucionado

SBrown801 on Março 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 Leia mais

Responder best practices Free Starter Tasks

0 avaliações positivas

2 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Março 05, 2024 05:31

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

Solucionado

TEdwards4 on Janeiro 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. Leia mais

Responder Tasks

1 avaliações positivas

4 Respostas

Accepted Solution

Lucila-Andimol

Autoridade no assunto | Parceiro Platinum

Janeiro 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,...Leia mais

Solucionado

FrazerJames98 on Janeiro 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.

Responder Dashboards Reports Tasks

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 03, 2024 03:29

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

JArand on Abril 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 Leia mais

Responder CRM Dashboards How-To Tasks Workaround

0 avaliações positivas

1 Respostas

JArand

Membro

Abril 19, 2023 17:17

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

Solucionado

AKemple on Fevereiro 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 Leia mais

Responder Tasks

1 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 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...Leia mais

Solucionado

jrtbv on Fevereiro 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?

Responder Deals - Meetings Tasks

1 avaliações positivas

1 Respostas

Accepted Solution

jolle

Especialista reconhecido(a) | Parceiro

Fevereiro 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....Leia mais

Solucionado

GTimmermans7 on Novembro 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 Leia mais

Responder Tasks

1 avaliações positivas

6 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Novembro 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...Leia mais

Solucionado

MobileAuto on Novembro 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. Leia mais

Responder Tasks

10 avaliações positivas

17 Respostas

Accepted Solution

allison

Participante

Dezembro 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 ...Leia mais

Solucionado

pvjp1013 on Outubro 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 Leia mais

Responder Contacts CRM Prospects Tasks

1 avaliações positivas

1 Respostas

Accepted Solution

nicolebrenner

HubSpot Employee

Outubro 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...Leia mais

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