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JMoore10 on Oktober 02, 2023
We are creating a view at the Deals level. In this Deals view we would like to have a column that shows which campaign a deal is in. These campaigns are run by the sales team so it correlates to the deals area. The issue is this "Campaign" field li Beitrag ansehen
CPottelette on September 29, 2023
Hello, I would to create a specific view including both : - the contacts I own as contact owner - the contacts I do not own to which I sent an email to recently (during the last month for instance) Thank you for your help !
5 Antworten
Accepted Solution
Stratege/Strategin | Elite Partner
September 29, 2023 09:47
Hi @CPottelette Good Question here! here's a super quick Loom for full context and visual explainer 🧑‍ 💼 If you're the only pe...Beitrag ansehen
September 28, 2023 14:11
Thank you Diana! I fixed it already.
OEhrenberg3 on September 25, 2023
Hey! We want below in our dashboard, how do we make this possible? Report 1 We need to see how many email responses a specific seller receives and then see how many the seller has replied back. (We do not want to see the emails that the sell Beitrag ansehen
1 Antwort
Accepted Solution
September 25, 2023 08:25
My big question to all of this, is does the data live in Hubspot? When you say things like you want to see how many emails a seller receives and thei...Beitrag ansehen
RogiervanRossen on September 22, 2023
Hi all, I have a question. For the company I work we would like to have a dashboard in which we show: - Have a forecasting overview with Company A, with a potential total value of €xx. - Deals of company A in the sales pipeline with t Beitrag ansehen
3 Antworten
September 26, 2023 05:22
Hi Petter, Thanks for your reply. Just to clarify. I have multiple target accounts. Some might be in my CRM already, some might n...Beitrag ansehen
PFarrell2 on September 22, 2023
Hi all, I'm not sure if I'm asking too much of a CRM here but I wondered if anyone can think of a way to report, visually, on the stage each client is at in their journey with a piece of software. Let's say the client journey is -> Pre- Beitrag ansehen
3 Antworten
Stratege/Strategin | Elite Partner
September 22, 2023 06:06
I see so what you are looking for is a calendar view/timeline reporting, Hubspot doesn't have this reporting type. you should raise an idea here. ...Beitrag ansehen
MichaelSchm on September 21, 2023
Hello, We have cases like: contract sent - Pending - Sent - signed. But trying to use the journey report causes an error: Example: 150 - 12 - 0 - 0 if I delete the first sent I end up with 147 pending - 6 sent - 4 signed Th Beitrag ansehen
2 Antworten
September 21, 2023 11:12
First screen: Is the special case. Second screen: I can see this special case as one of the 4 deals. But those cases involve:...Beitrag ansehen
SGahlot1 on September 21, 2023
Dear Team, Is there a way to track the views on any specific dashboard or report - Meaning - How many team members are using the Dashboard or how many times a week/month the dashboard has been used? We want to do this activity to manage or Beitrag ansehen
1 Antwort
Accepted Solution
Berühmtheit | Partner
September 21, 2023 01:41
Hi @SGahlot1 , This is currently not possible but other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Dash...Beitrag ansehen
bbullington on September 20, 2023
We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) Beitrag ansehen
Accepted Solution
Trendsetter/-in | Elite Partner
September 28, 2023 11:42
Hey @bbullington hope you are doing well. If I understand correctly this 'd be a simple report from your custom object " associated Management ...Beitrag ansehen
SMcGoldrick on September 20, 2023
When exporting reports to Excel the date field does not match that of the date entered in Hubspot. In reporting, the format view Month/Year and then when exported it reflects the first date of the month instead of the actual date entered on the rec Beitrag ansehen
2 Antworten
Accepted Solution
Berühmtheit | Partner
September 21, 2023 00:28
Hi @SMcGoldrick , Could you give a few examples / share screenshots? It sounds like your region settings in Excel might be causing this, not n...Beitrag ansehen
KMoser317 on September 20, 2023
Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average T Beitrag ansehen
1 Antwort
Accepted Solution
Berühmtheit | Partner
September 20, 2023 14:21
Hi @KMoser317 , Happy to help! Navigate to Menu > Reports > Reports > Create report > Single object > Contacts...Beitrag ansehen
MariaIsidro on September 20, 2023
Hi! For deals, we have 2 owners (let's say Owner 1 and Owner 2). I want to create a report displaying how many deals each person has, broken down by if they are Owner 1 or Owner 2. Right now I have 2 separate reports for these and want to combin Beitrag ansehen
1 Antwort
Accepted Solution
Stratege/Strategin | Elite Partner
September 20, 2023 02:47
@MariaIsidro Good Question! My simple solution is to use the "Break down" Option (Screenshot). However would love to understand the full us...Beitrag ansehen
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