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 Leia mais
Hi @SKuentzel ,
Thank you for clarifying your inquiry. The functionality I previously mentioned should work similarly for recurring or sched...Leia mais
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 ...Leia mais
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 Leia mais
Hi @CCzachur ,
Unfortunately, this is not possible. HubSpot doesn't make the information about who changed a vlaue available in workflows.
...Leia mais
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 Leia mais
@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...Leia mais
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 Leia mais
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 Leia mais
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 ...Leia mais
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 Leia mais
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...Leia mais
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 Leia mais
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 Leia mais
@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...Leia mais
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 Leia mais
@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 ...Leia mais
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
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 Leia mais
@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...Leia mais