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AFukumoto on July 29, 2022
Our SDR goals are based on the amount of revenue created and deals created. If I'm using the Goals feature under Tracking & Analytics, I can't set up a goal to see how much revenue each SDR is generating, I can only track deals created, revenue read more
0 upvote
5 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 02, 2022 05:41
@AFukumoto a couple of questions for you. Are the SDRs creating the Deal records? If so, you can build a report showing who created the deal...read more
DLeBlanc on March 10, 2022
Hi Hubspot fam! I'm looking to build a report that measures the AVG number of calls it takes to get the customer on the phone. Having major blockers. Does anyone know a genius workaround?
Community Manager
October 07, 2022 00:39
Thanks for sharing, @MrBean !
NMonahan on February 17, 2022
Hi I'm setting up line items for our sales team to use and to help with SaaS v Services reporting. We sell in several different markets in different currencies. I have set up the foreign currencies within each line item. I can not seem to report on read more
4 Replies
Top Contributor
July 05, 2022 06:36
Hey @JenWeiss thanks for your suggestion - this is a real problem with the teams I work with too, as we cannot accurately report on differing line ...read more
Matthew_Dreier on January 03, 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 read more
Accepted Solution
Hall of Famer | Partner
January 03, 2022 21:53
Hi @Matthew_Dreier , You're correct, there currently aren't any dashboard filter permissions specifically. If a user can access a dashboard, t...read more
BGrimes on January 03, 2022
From what I understand the only way to show campaign influnce is on the contact; the campaigns tools will always pull the influenced contact, and influenced revenue will pull from the "Amount" of ALL deals that are associated to any of those influe read more
1 upvote
2 Replies
April 11, 2022 07:28
Also, if when creating the campaign we could select where we want the influenced revenue to come from, that could eliminate alot of these issues. I c...read more
MThorslund on October 18, 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 read more
Community Manager
February 03, 2022 21:17
Thank you John for sharing this info!
TheCloak on August 11, 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 read more
Community Manager
August 11, 2021 11:57
Hi @TheCloak You're very welcome! To the best of my understanding, there wouldn't be one property that would associate a Deal and Contact ext...read more
FrederikLindum on July 07, 2021
Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom read more
Accepted Solution
Key Advisor | Gold Partner
September 03, 2021 14:15
Hi @FrederikLindum This is more fun than I thought (yes, I need to get out more). What if you used Calculated Properties (available ...read more
JKelly311 on January 26, 2021
We see a ton of opens on our emails (yay!) but the response rate varies among seniorities. We find that class A seniorities have the highest open rates but the lowest response rates while vice versa for B or C class seniorities. The hypothesis read more
Accepted Solution
Hall of Famer | Partner
January 26, 2021 21:59
Hi @JKelly311 , You're correct, HubSpot associates all interactions with an email to it's original recipient. The only workaround that I...read more
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