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Solved
jdsillion on September 20, 2022
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
1 upvote
2 Replies
Accepted Solution
Member
September 22, 2022 08:15
Hi, sounds like you might need advanced forecasting, have you checked out Kluster? https://ecosystem.hubspot.com/marketplace/apps/sales/crm/kluster-...read more
Solved
jdesbiens on September 08, 2022
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
0 upvote
6 Replies
Accepted Solution
Top Contributor | Diamond Partner
September 12, 2022 07:26
@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
CGreer2 on August 19, 2022
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
Community Manager
August 19, 2022 14:31
Hello @CGreer2 , welcome to our Community! I would like to add our top experts to share their feedback about it @Bryantworks @Josh any rec...read more
Solved
JimManka on June 01, 2022
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
0 upvote
2 Replies
Accepted Solution
Participant
June 03, 2022 06:53
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
Solved
AFormigoni on May 25, 2022
Hi all, 1. The funnel report seems pretty straightforward for contacts that go through each stage properly. But do you use a different approach for contacts that converted to a different stage after a long period? E.g., contact became a Lead six read more
2 upvotes
5 Replies
Accepted Solution
Recognized Expert | Elite Partner
May 31, 2022 07:50
@AFormigoni - You can build custom reports on any of your objects in HubSpot (Contact, Company, Deal, Ticket, etc.) plus many of your HubSpot tools...read more
MLuciano on May 18, 2022
Hi! We need to show gauge chart KPIs based on the logged user in a dashboard. Tried with external embed content, but it will use the same url always so I wouldn't know who is the logged user. I could import the data periodically as a custom object read more
Member
July 01, 2022 00:31
Hi Dan! Can you please share the details with me as well?
Solved
ACarr1 on April 27, 2022
Hi, I had a general question about reporting with multiple pipelines. I've done some digging in previous posts but there wasnt a great answer on how additional pipelines affect reporting. We are in the process of adding a renewals pipeline read more
0 upvote
4 Replies
Accepted Solution
Recognized Expert | Platinum Partner
April 28, 2022 07:24
Hi @ACarr1 , I could certainly see how that would get messy as you expand usage. From my experience, this can be handled by using filters. ...read more
EJoyce2 on January 11, 2022
I created a custom object "Consultants" that associate to deals - one consultant record associated to every deal. The consultant property "office location" is a filter I want to use in Reports, such that if the consultant office location is any of x read more
HubSpot Moderator
January 12, 2022 13:50
Hi @EJoyce2 , Thank you so much for reaching out to us! Can you please provide us with screenshots of the report you have started working on...read more
Solved
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
susfeig on December 08, 2021
I'm wondering how others handle the following situation: Our business has a UK business entity, a US business entity, an Australian entity, and a South African entity. We use Hubspot across all of the businesses. We accept multiple currencies read more
Participant
August 01, 2022 14:02
Hi everyone, Any updates on this? I'm facing same issue over here, where we have different 5 currencies and need to change the exchange rate ...read more
Edyta7510 on November 26, 2021
Hi all, As stated by HubSpot and confirmed by their technical support, reports update automatically every 2hours and they can be manually refreshed every 15 mins to pull new data. This is, however, not always the case from my experience. Typic read more
Community Manager
November 28, 2021 22:51
Hi @Edyta7510 , Hmm, I haven't experienced this behaviour with my account so far. As far as I searched, there isn't related Community post in...read more
AJohnson8 on November 16, 2021
Keyword Research Tuesday, November 30th | 2:00 PM (GMT), 9:00 AM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the SEO (EMEA) HUG led by HubSpot partner Whitehat is excited to host read more
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