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9月 28日, 2023 14:11
Thank you Diana! I fixed it already.
OEhrenberg3 9月 25日, 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 続きを読む
0 いいね!
1 コメント
9月 25日, 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...続きを読む
RogiervanRossen 9月 22日, 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 続きを読む
0 いいね!
3 コメント
9月 26日, 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...続きを読む
PFarrell2 9月 22日, 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- 続きを読む
0 いいね!
3 コメント
投稿者 | Elite Partner
9月 22日, 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. ...続きを読む
MichaelSchm 9月 21日, 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 続きを読む
0 いいね!
2 コメント
9月 21日, 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:...続きを読む
SGahlot1 9月 21日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 21日, 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...続きを読む
bbullington 9月 20日, 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) 続きを読む
1 いいね!
2 コメント
名誉エキスパート | Elite Partner
9月 28日, 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 ...続きを読む
SMcGoldrick 9月 20日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 21日, 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...続きを読む
KMoser317 9月 20日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 20日, 2023 14:21
Hi @KMoser317 , Happy to help! Navigate to Menu > Reports > Reports > Create report > Single object > Contacts...続きを読む
MariaIsidro 9月 20日, 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 続きを読む
0 いいね!
1 コメント
投稿者 | Elite Partner
9月 20日, 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...続きを読む
MReis9 9月 19日, 2023
I have created a report for our marking team that has count of contacts/Direct Traffic. They want me to seperate the report based on, "person" email (gmail, yahoo, aol, etc) vs a business eamil address. Is there a way to do this?
0 いいね!
5 コメント
Accepted Solution
ソートリーダー | Diamond Partner
9月 20日, 2023 14:29
@MReis9 I've done quite a bit of testing, but within the report you're working in it isn't possible to filter the data in this way.
Rachel104 9月 19日, 2023
Hello! I don't have a lot of experience with the forecasting tool. I'm trying to find a report of forecast submissions by date. I'm looking to make sure forecast submissions are up to date on a weekly basis. I'd like to be able to make a repo 続きを読む
0 いいね!
1 コメント
トップ投稿者 | Diamond Partner
9月 20日, 2023 04:00
Hi @Rachel104 have you checked under Sales Analytics, in the Forecast & Pipelines section you have some reports around forecast and commits. Ma...続きを読む



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