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CBowden on May 23, 2024
Our Sales manager manages multiple reps of which my team develops campaigns for. Does anyone have an great Sales Rep progress dashboard they are willing to share?
0 upvote
1 Reply
Community Manager
May 24, 2024 05:42
Hi @CBowden , Thank you for reaching out to the Community! I'd like to share these resources that might be of interest: - 10 Sales Dashboard E...read more
IManiero on May 23, 2024
Hello! I'm looking to report on the effect of a sequence on pipeline efficiency. The metrics I'm interested in are: - How long deals stay in a specific stage of the pipeline and; - How quickly deals move down the pipeline I'm interested in a read more
0 upvote
1 Reply
Contributor
May 24, 2024 01:29
Hi @IManiero , Navigate to Sales > Reports > Create Report and searching for "Deal Time Spent in Each Stage". Hope this helps! Thanks
IManiero on May 23, 2024
Hello! I'm looking to create a report on the effect of a sequence on pipeline efficiency. The metrics I'm interested in are: - How long deals currently stay at a specific stage of the pipeline and; - Overall deal velocity (how quickly deals move read more
0 upvote
1 Reply
Community Manager
May 24, 2024 04:03
Hi @IManiero , Thank you for checking with the Community! First, I'd like to share this article " Create custom funnel reports (BETA) " that mig...read more
rickgoz on May 23, 2024
Hi, The new prospecting workspace is great and I completly stoped using Lead Status now - however, it seems that we don't have the same level of analytics off the shelf than we use to have with Deal Analysis of Lifecycle Stage Analysis. Is t read more
0 upvote
2 Replies
Guide | Elite Partner
May 24, 2024 02:43
@PamCotton Thanks for the tag! @rickgoz So if you are really have a super complex Pre-sales motions where you need to track every bi...read more
LChandler2 on May 22, 2024
We are looking to create a donor retention rate report for our dashboard. Has anyone successfully done this and if so how did you set it up?
0 upvote
1 Reply
Top Contributor | Partner
May 22, 2024 09:18
Hi @LChandler2 , What do you define as a retention internally? This information will help me to suggest a solution for you. Thanks, ...read more
KNolte on May 21, 2024
Can a quick report be pulled for all unsubscribes for a sales team? I don't want marketing unsubscribes to affect the numbers. I specifically want to look at my team with the unsubscribe link in our emails for Outbound.
May 21, 2024 15:03
Hi Kris, Is there a specific type of "email type" for the sales people? If so, the inforamtion would be available in the filtered contact views where...read more
Solved
nvawh on May 21, 2024
Our dashboard has a few charts that show things like contacts per location by month and more. We recently integrated and imported all of our contacts that we used to have in Pipedrive since we stopped using it and wanted to get them into Hubspo read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 21, 2024 13:33
Hey @nvawh You can add a dimension to your report with the property Original Source Drill-down 1 or Record Source set to = Integration Thi...read more
rickgoz on May 21, 2024
Hi, I have two types of meetings—exploratory meetings and demo meetings—both linked to a Company Lead Status. I am trying to determine: The conversion rate from exploratory meetings to demo meetings. The lead time between these two types read more
0 upvote
2 Replies
Guide | Elite Partner
May 23, 2024 10:18
Hey @RickG - Thanks @PamCotton ! The conversion rate formula can be inputted into a formula field within the Formula field in custom report bu...read more
Solved
rickgoz on May 21, 2024
Hi, do you have any idea why my Sales Content Analytics does not update even if I am using Templates ? Is there anything to do to make sure a template is logged in when sending 1-1 emails ? Thank you
0 upvote
1 Reply
Accepted Solution
Community Manager
May 21, 2024 17:06
Hey @rickgoz , thank you for posting in our Community! Firstly, ensure that your templates are set up correctly and associated with your acc...read more
Solved
LHolmberg7 on May 21, 2024
Hi, We have incoming MQLs that goes into our sales funnel. If they qualify, they move on to become a potential opportunity (SQL). I'm not sure I fully understand how it works. Have I understood it correctly by describing the picture like this: " read more
0 upvote
2 Replies
Accepted Solution
Guide | Elite Partner
May 21, 2024 06:01
@LHolmberg7 - Looks to me you've built it out perfectly, just be mindful that there may be a date filter on your report (found just off your screen...read more
Solved
rickgoz on May 21, 2024
Hi, I am working on a chart to display the number of meetings per month. I need the chart to show the number of unique meetings per day per company, excluding instances where multiple contacts are present in the same meeting. Currently, my c read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 21, 2024 04:33
@rickgoz with the choice for contacts to be the primary data source, you're forcing HubSpot to count each contact. You would have to change so that...read more
Solved
rickgoz on May 21, 2024
Hi, I am using the sales content analytics tool but I would like to know how I can get the meeting booked rate in the table (like in the sequences table). Thank you, Richard
0 upvote
3 Replies
Accepted Solution
Guide | Elite Partner
May 21, 2024 08:20
  @rickgoz - There is an OOTB report in the reporting library called 'Sequnce enrollment totals and engagement rates', which gives you the meetin...read more
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