Hi All, We've been using HubSpot to manage public facing marketing content for years, but just last year we started the process of onboarding the company to use it for its sales pipeline and CRM features. Initially, we discussed using activi Leia mais
hi, we would like to build a custom report which shows activity from our sales team they have logged only for contacts who have opened a particular marketing email from us. We want to quantify the level of engagements this email has triggered but th Leia mais
Hi @DarrenScottUK ,
There is a simple workaround here: create an active list du f contacts who opened your marketing email, then create a repo...Leia mais
I'd like a chart where each week, I can show each Rep on the team, and their current "pacing." Pacing here is defined as "average number of meetings they have booked per week" shown week over week. Example: for Week 4 of the quarter, the re Leia mais
Hi everyone! Does anyone know how to create a report to track the duration of the emails from the time they were received from a contact to the time I responded to them? This way, I can determine if the service level agreement is met and I need to m Leia mais
Hi @Lucila-Andimol Thanks for your assistance. I just realized that our subscription is only Sales Pro and SLA is not included. We also don't use ...Leia mais
With all the manual updates/changes that happen to deals, we would like to show the total value of all invoices (on the same deal), compare that to the deal amount, and also total the line items (on the same deal) - to make sure all three areas matc Leia mais
A good way to automate this comparison in HubSpot is by using custom properties, workflows, and reports. Here’s a workaround: 1. Create custo...Leia mais
Good day, colleagues, We are about to implement the Lead Scoring Model based on our criteria and the number of points the Lead should have to be moved (ideally automatically) to SAL (Sales Accepted Lead). I created such a field (SAL) in the Sal Leia mais
Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
Hey @DCullen2 , Happy Monday! For tracking individual progress, a good sales dashboard would include graphs like goal vs. actual performance a...Leia mais
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 Leia mais
Hi @JGibbs4 ,
I agree, this would be great. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Allows-you...Leia mais