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CClark3 le Mars 12, 2024
Hello, I'm running into a bit of dilemna. I want to build a dashboard/report in Hubspot to point out any changes to a deal where a close date has changed, or any field. I know its not possible to show changes that were made but I would like to a Lire la suite
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Leader d'opinion | Partenaire solutions Platinum
Mars 12, 2024 10:50
Hey @CClark3 so the only way to see manually how it was modified is entering manually to each record here If you only want to see the us...Lire la suite
SKuentzel le Mars 06, 2024
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 Lire la suite
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Gestionnaire de communauté
Mars 12, 2024 06:36
Hi @SKuentzel , Thank you for clarifying your inquiry. The functionality I previously mentioned should work similarly for recurring or sched...Lire la suite
LNitti le Février 27, 2024
Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there Lire la suite
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Contributeur de premier rang
Février 29, 2024 16:20
@LNitti I think you might be looking for the Product ID if your line items instead: Hope this helps! Best regards, Jonas De Mets ...Lire la suite
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FlowAnja le Février 05, 2024
Hello everyone, we are experiencing difficulties with the creation of accurate reports. We have Sales Hub Professional plan. Our goal is to showcase the progress of deals moving through stages on a monthly and weekly basis as well as the percentage Lire la suite
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1 Réponse
Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Février 05, 2024 09:28
Hey @FlowAnja I'd suggest that you added some screenshots of your reports so that we can help you better. Also you can get on a coaching sessi...Lire la suite
Résolues
CCzachur le Décembre 22, 2023
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 Lire la suite
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Décembre 23, 2023 00:31
Hi @CCzachur , Unfortunately, this is not possible. HubSpot doesn't make the information about who changed a vlaue available in workflows. ...Lire la suite
Résolues
MReis9 le Octobre 20, 2023
Hello, I am trying to do this process (workflow) (this is from another post) but I am stuck on the Copy Value. This is what I am seeing, can anyone tell me what I am doing wrong or missing to get this flow? Basically I want to create a rep Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Octobre 20, 2023 12:05
Hi @MReis9 , The step that's missing in your second screenshot is clicking in the last dropdown ("Choose a property"). This is where you would...Lire la suite
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bbullington le Septembre 20, 2023
We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) Lire la suite
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Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Septembre 28, 2023 11:42
Hey @bbullington hope you are doing well. If I understand correctly this 'd be a simple report from your custom object " associated Management ...Lire la suite
Résolues
BOleksyn le Août 16, 2023
We conduct sales calls daily. Up until now our stats (call booked, applied, approved, no showed, call taken) have been reported based on most recent meeting date. Our pipelines are set up to move a single deal across our sales pipelines and the sta Lire la suite
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3 Réponses
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Septembre 15, 2023 17:43
Thanks for the tag @kvlschaefer , sorry for the delayed reply. Were you able to work out a solution @BOleksyn ? If not, I would reco...Lire la suite
DStone1 le Juillet 19, 2023
For context: We are a school and use HubSpot forms for our applications. On the applications we ask for 2 contacts - usually mum and dad - and use a workflow to create the 2nd contact based on the form submission. We then associate the 2nd contact w Lire la suite
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Conseiller clé | Partenaire solutions
Juillet 19, 2023 06:13
Hey @DStone1 one way to filter this could be to set an if/then branch in your workflow. If you say something like contact enrolls in workflow every...Lire la suite
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fierceweek le Juillet 11, 2023
I'm planning a clean up of old workflows that haven't had enrollments in over a year. I'm thinking that this can be accomplished by using a filter on "LAST ACTION ON". Is this the best way or are there other ways? I'd also like to build a repo Lire la suite
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Juillet 11, 2023 13:09
Hi @fierceweek , I think this is a great starting point for reviewing your workflows, yes. Keep in mind that this will only return workf...Lire la suite
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CBilan le Mai 08, 2023
We would like to be able to track goal conversion rates for workflows we have put under a campaign easily. Currently, we have to check each workflow individually to see the goal conversion rate. We also would like to be able to filter this data by m Lire la suite
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Accepted Solution
Expert reconnu | Partenaire solutions
Mai 08, 2023 13:10
Hey @CBilan , thanks for reaching out! There are definitely some limitations with HubSpot reporting around workflows and goals. As of right no...Lire la suite
CAusten le Mars 20, 2023
Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n Lire la suite
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Gestionnaire de communauté
Mars 23, 2023 17:02
Hi @CAusten , yes I can. To our top experts @Bruno_Teixeira @Josh @johnelmer any suggestions on building these reports to @CAusten ? ...Lire la suite
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