Hi Everyone, I'm in dire need of suggestion on sales team daily poductivity based on logged activity. Currently we only track and report things based on number of activity logged by the sales team, and this pose a problem for us. We can't exact read more
Hi @RVidraI ,
1. Measure conversion rates, follow-up rates, and engagement depth instead of just counting activities. 2. Assign higher scores t...read more
Hello, I'm struggling to find a way to get one screen to scroll through a series of dashboards. We're a comparatively small team with just the one screen to display dashboards in the office, but obviously have multiple dashboards for sales KPIs read more
Hello! I wonder if this notification within the dashboard sharing means that we will soon be able to set filters and send automated dashboard emails with the filter enabled? "“Send with filters” will be removed from this menu soon. In the futu read more
Hi @SKuentzel ,
Thank you for clarifying your inquiry. The functionality I previously mentioned should work similarly for recurring or sched...read more
Hi @AWinslow12 , I hope you are doing great!
Regarding sales email reporting, if you want to see rates, the best option would be to use the ...read more
We have a field that we would like to restrict to a single user. However, since that is not possible with our licensing level, I was hoping to get a notification every time that field is changed and by whom. First part is easy. The by whom part seem read more
Hi @CCzachur ,
Unfortunately, this is not possible. HubSpot doesn't make the information about who changed a vlaue available in workflows.
...read more
We have 2 pipelines, 1 for leads and 1 for deals. I know that HubSpot cannot report on conversion/funnel for 2 pipelines so I need to find a workaround. I was using the deal journey report from sales analytics and analyzing it in Excel, but I've fou read more
@MVinet With the new Prospecting tool in beta, I would highly recommend looking at whether your Lead pipeline can be shifted over - this wouldn't s...read more
Hi all, I'm interested in fetching forecast submissions from HubSpot through the API. I haven't found a direct endpoint or solution to retrieve this data. Has anyone here managed to do this before, or does anyone have insights into which AP read more
I've been working with the record ID sorting in HubSpot, and I'm finding it a bit confusing and not working as intended. When I sort based on the Record ID with the 'Value Ascending' option, it sorts numerically based on the internal value, which ma read more
I appreciate your perspective. It seems that sorting by name and having the record ID in another column is the closest solution for now, especially ...read more
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more
Exactly Walter. If the workflow creating the custom object is triggered by a company object (e.g. create date is known) then it will form the associa...read more
I have set monthly revenue goals *that apply to two pipelines* and want to show this on a dashboard. One pipeline is net-new revenue, other pipeline is recurring and upsell revenue. I can create a custom report and manually enter the goal, but that read more
Hey All, I'm looking for some help here. It's virtually impossible to pull a report that allows me to split the deal by the type of line item eg: Hardware and Subscription. Ideally, I want to pull all of the line items from a deal that are read more
@Dalton I think you're correct, that's not a functionality I've seen in HubSpot Deals either. I'm checking with some colleagues to see if there's a...read more
I have a report in a Dashboard which i have formatted in Portrait, this allows the report to display all 41 values on the Y-Axis. However, when I set up the dashboard to email, and include this report, the email arrives in my inbox with the view of read more
@golfpromal have you tried emailing the report only? You can set up recurring emails at the single report level. I wonder if it would act the same ...read more