Hi there! I know that there is a template to calculate average (or max/min/total) time deals spent in a specific stage. I wonder if there is a possibility to create a distribution or percentile based on this data. For example, I want to know ho read more
I am looking to track meetings from previous weeks and separate them into 3 buckets: Meetings with new leads: If this is the first meeting with a company, how can we track this? Meetings with open deals: Tracking all of the meetings with ongo read more
Hi @AMexicotte I understand you're having difficulty categorizing meetings into these buckets.
I can think two options to tackle this issue. ...read more
Hi Team, We have been trying to establish and use Average First Response Time based on SLA due date for quite some time now but have not been successful in generating the report. We only operate during weekdays from 8am to 6pm Australian Ti read more
Hey @Maid2Match - There is an option when setting SLA's in HubSpot to select the 'Working hours' option if you only want SLAs to apply during your ...read more
We have our forecast meetings weekly, and I'm looking for a way to highlight the deals that went to close won or got pushed out of the quarter as well as any increases or decreases in the deal amounts. I've played with custom reports but cannot iden read more
You could potentially create a workflow to help flag this in a property that you could then use in reporting. Looking for when a deal value changes o...read more
Hi, I am trying to create a report to show contacts with bounced emails from sequences. I have created the report but when I try to export, the full name does not show. Is there a way where I can see the contacts email bounced and when exporting read more
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with read more
Hey @chloey , thanks for reaching out! This is a great question.
The easiest way to report on different call types would be to customize your ...read more
Hi all
I've been using the Call Outcomes on my dashboard for a few years now. There has always been a small icon, which lets you switch between CHART view and TABLE view.
The other day I switched to TABLE view and saved.
I then w read more
Hey, Is there a chance to create a report that shows how much time each deal spent in each pipeline stage? Example. Owner: Jack Deal Name: XYZ Time in Contact established stage: 7 days Time in Demo Pitched stage: 21 days
Hi @jrtbv ,
Happy to help here. You can use the same approach as explained here to create a filtered view: https://community.hubspot.com/t5/T...read more
Hey Hubspot Community! Is there a way for me to restrict certain reports from a user? Say for instance I want my Biz Dev team to be able to create their own reports but I don't want them to have the ability to see what another Biz Dev team member i read more
Hey @CCampbell_DI , thanks for reaching out! This is a great question.
Permissions for reporting are actually configured at the dashboard le...read more
I am trying to create a report to add to our Sales dashboard noting any time a deal is created over a certain threshold. We have pretty standard pricing and I want to make sure these outliers are noted and reviewed. Any guidance is appreciated.
Hey @AFlaherty6 , thanks for reaching out!
Are you referring to the "Deal amount?" If so, you should be able to create a custom deal report ...read more