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maulpaurer en Febrero 05, 2025
Hello Everyone, I have a question regarding the reporting possibilities on contact level. We have lots of different meeting types with contacts along a period of rougly 2 years per Contact. I want to report on different meeting types, for e Leer más
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2 Respuestas
Miembro
Febrero 07, 2025 07:28
Thanks for the input. Would love to hear a more detailed solution, as I can not fully understand how KPIs would be helpful in this matter. Than...Leer más
SDC2001 en Febrero 05, 2025
Want to create an overdue tag for my deal pipeline on the below parameters. - I can set specific time frames in days, that we expect each stage of the pipeline to take. - Once a deal within the pipeline reaches that alloted time frame for that sta Leer más
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2 Respuestas
Miembro
Febrero 05, 2025 03:03
It sounds like you want a tag that tracks how long a deal stays in a specific pipeline stage, not just based on the last activity. To achieve this, y...Leer más
Lucy2505 en Febrero 03, 2025
Hello! I'm currently working on a report to track the contacts I've emailed over the last 90 days. While I've made some progress, I've noticed that the report is including emails where I was copied (Cc) by others, not just emails I sent myself. Is t Leer más
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2 Respuestas
Miembro
Febrero 04, 2025 03:56
Thank you. Unfortunately it's still picking up emails where I'm Cced. These are the filters I've applied: Activity date is less than 90 days...Leer más
DCullen2 en Febrero 03, 2025
Hi Community, Looking for advice on the best dashboard / report setups for sales teams. Ideally would like to track individuals progress against goals being weekly sales, calls and meetings. I have had limited success when pulling these goals Leer más
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1 Respuestas
Administrador de la comunidad
Febrero 03, 2025 21:55
Hey @DCullen2 , Happy Monday! For tracking individual progress, a good sales dashboard would include graphs like goal vs. actual performance a...Leer más
JGibbs4 en Febrero 02, 2025
There are some Hubspot Reports that cannot be added into Dashboards - like the Recurring Revenue Report and the CES 'How Customers feel about your support experience' (to name just two). This makes it difficult for our executives to report, as they Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Febrero 02, 2025 23:56
Hi @JGibbs4 , I agree, this would be great. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Allows-you...Leer más
AJ_Kakrot en Febrero 01, 2025
Hi, I want you to create a custom report in HubSpot we use HubSpot MarketingHub and SalesHub professional. The report that I want to build is for, Let me give you real example of our use case using the exact name stages in our pipeline. Leer más
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4 Respuestas
Participante
Febrero 01, 2025 09:13
@karstenkoehler got it then I think I'll have to use excel only in this case. Thanks for your help.
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AOrt en Enero 30, 2025
I'm currently setting goals for our sales team. I have Calls made and meetings booked, but I didn't see a template for emails sent, nor do I seem to be able to create a template for it using proper metrics. Wondering if anyone else has done this and Leer más
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Solución Aceptada
Miembro del salón de la fama | Partner
Enero 31, 2025 00:31
Hi @AOrt , You're correct, within the custom goals area in HubSpot, this is not possible. However, other users have requested this before: ht...Leer más
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LSugrue en Enero 30, 2025
Hi all, I'm trying to figure out how to create and use calculation properties to help us gather the conversion rate of Deals open vs Deals closed/won in a certain time period. The use of it is to be used in reporting as we currently have one Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 31, 2025 00:14
Hi @LSugrue , Using a calculation property won't work here as a it's calculated on a per-record basis and a single record does not have a conv...Leer más
Vasiki en Enero 30, 2025
Hi all, Is HubSpot ideal for revenue tracking the way Finance tends to measure? I know its good for capturing deals that were closed in month and counting those dollars. But what if for instance I close a $12K deal in December of '24 but I want Leer más
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2 Respuestas
Participante | Partner nivel Diamond
Enero 31, 2025 09:36
Hey @Vasiki , HubSpot is great for tracking closed deals and revenue from a sales perspective, but for spreading revenue across multiple month...Leer más
TbouvetFR en Enero 30, 2025
Hello, I'm currently trying to create a report in HubSpot to identify how many of our client companies have purchased our product, more than once. Specifically, I want to see the number of existing client companies that have two or more associ Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Enero 30, 2025 08:26
Hi @TbouvetFR , I have answered this before: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Company-workflow-based-on-number-of-...Leer más
LHpayview en Enero 29, 2025
Hi Am i the only one who are shocked by the fact that i am not able at all to get a conversion percentage of the number of connected calls vs meeting booked? My thougt is a calculation that says "meeting with a certain meeting type % count of conn Leer más
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3 Respuestas
Colaborador líder
Enero 31, 2025 07:49
Hi, You can look into setting up a score property where you define conditions....like marking it when the call outcome is "connected" or if the c...Leer más
Sorensen en Enero 29, 2025
Hi there, I am currently trying to set up a combination chart with my MRR from may 2023 up until now and I've managed to make the first y-axis to be the total commulative revenue for each month and I would like the other y-axis to be goals so I can Leer más
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1 Respuestas
Miembro
Enero 29, 2025 06:52
  And this is what I've got so far
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