Hi, I'd love to know how to pull together a list for outbounding efforts where I can filter by contact AND company properties? For example I want to filter by number of employees in company and by custom contact property which is department, bec read more
Currently, I am able to generate reports that show the total number of meetings over a period of time. However, I was wondering if there are any ways to build a report to capture the number of first-time meetings over a specific period besides read more
Hi- Our sales manager is asking me to add a "to-do" list to her dashboard as well as for her team members. Essentially she wants to have one place where she can see conversations she needs to respond to - especially emails - contacts/customers tha read more
Hi Bill, HubSpot reports have a lot of capabilities including dashboards with tasks, emails, and newly assigned contacts. Building this kind of setu...read more
Hi- Our sales manager is asking me to add a "to-do" list to her dashboard as well as for her team members. Essentially she wants to have one place where she can see conversations she needs to respond to - especially emails - contacts/customers tha read more
Hi HubSpot Community, I am trying to create a report for our BDR's who are booking demos through a HubSpot meeting link that is connected to their account executives calendar. Has anyone successfully done this? Ideally the report would show read more
I have a problem and I don't know if anyone could help me. I've already contacted Hubspot support and apparently there isn't a native solution. I would like to extract a report or information that shows the percentage of companies that had some type read more
Hi @FlaviaCaldeira ,
With a Professional subscription and access to custom reports, you can create a custom report for companies and activitie...read more
Hey Community,
Year-end of reporting can feel like cramming for finals if you aren’t prepared!
Here are some tips to make your end-of-the-year reporting process stress-free:
Keep your CRM organized throughout the yea read more
Great advice @kvlschaefer - love this! The premade reports are a lifesaver. I'd also think ahead and prepare for the end of 2023 if someone's feeli...read more
Reporting on sales email opens and clicks
You’ve done all the heavy lifting and emailed your contacts. Now it’s time to see if anyone’s interested so you can follow up with those warm leads. But wait, how do you do that again?
That read more
@HSchneider8 I think it depends on how you're looking at your data. I found two other commununity posts with this question and additional resources...read more
Hi - I am trying to triangulate our forecast based on deal stage and forecast categories. Right now both number are coming from the same calculation (deal stages). I wanted to know if it was possible to assign weight to the forecast categories to h read more
Hi, sounds like you might need advanced forecasting, have you checked out Kluster? https://ecosystem.hubspot.com/marketplace/apps/sales/crm/kluster-...read more
So we have deals through partners of ours that we enter, but they may in turn be trying to win the same end customer business, meaning we can have duplicate deals in the CRM, embellishing numbers. What is the best way to approach this? Should foreca read more
@jdesbiens could a custom object help? To store the Partners opportunities? You coul have it associated to Deals, and maybe use a custom property t...read more
Hi everyone, New to this community but have been working very closely with Hubspot users over the last few months. We help improve sales forecasting and pipeline management by giving businesses real-time visibility into what's really going on read more
We run a pretty amazing auction Company. We have found it very beneficial and actually farily simple to track our buyers. We have asked multiple ways on The Help Chats and the Phone number and Hubspot is always amazing except for this one aspect read more
Hey Karsten! Thank you for your reply. We absolutley have the Professional subscription However this tool is way smarter than we are. I definatley u...read more