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  • AnnMcKeown on December 03, 2021
    2 Replies
    I have set up deal stages and provided probability percentages. I would like users to be able to modify those probabilities according to their assessments of individual opportunity. Thank you, Ann * I have Mktg and Sales Professional lic...
    Top Contributor | Diamond Partner
    December 03, 2021 23:59
    Hi @AnnMcKeown , I will advise not to do that because if one user will change the probability, it will be changed for all the deals of the pipelin...
  • MRuzBarcha on December 03, 2021
    2 Replies
    Hi everyone! I'be trying to create a report like this in our tool, but I haven't been able to find a property that represent the date when the form was submitted. Any ideas? Thanks!
    HubSpot Employee
    December 03, 2021 03:44
    Hi Karsten! Thanks for your help, yesss that's the one I saw, but I was hoping it was another way, and yes, that's what I mean by submisson date. I w...
  • AZbarouski on December 03, 2021
    0 Replies
    Hi! I have a problem! I read the info on how to work with crm_associations here https://developers.hubspot.com/docs/cms/hubl/functions . As I see from the documentation there are 3 main properties " id , association category...
  • bdurmaz on December 02, 2021
    1 Replies
    Hey there, I am here looking for how can I generate more profit win probability for the deal at each stages. want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I...
    Hall of Famer
    December 02, 2021 01:32
    Hi @bdurmaz , There is a default report for this in the report library. Navigate to Menu > Reports > Reports > ...
  • AAlmada4 on November 30, 2021
    1 Replies
    We need an U shaped attribution report wher we can filter out Deal Stages. While an opportunity is in Stage "Approval" which can take days - the opportunity is given a TRIAL login to our software makging "Direct traffic" become the #1 attributio...
    Community Manager
    December 02, 2021 02:47
    Hi @AAlmada4 Thank you for reaching out. I want to tag some of our experts on this - @Mike_Eastwood @Dan1 @Ian_Matt do you have ...
  • DMackay on November 30, 2021
    5 Replies
    Is there an easy way to mark all deals/opportunities that appear in a sales pipeline dashboard as needing an update, preferably just once at a high level rather than having to go into each opportunity? Visually this might be to add a Red flag to eac...
    November 30, 2021 11:31
    Yes, I tried that at the outset as I thought it should deliver the outcome required. But if I set the inactice cards period to 7 days then go into a ...
  • SylinaS on November 29, 2021
    4 Replies
    Hello! I have a csv file from our companines pharmacy program that is not linked with hubspot. I would like to import this data so I can track ALL of my sales and create custom reports through hubspot. Unfortunately I've already discovered that...
    December 01, 2021 09:16
    Thank you!
  • Alex_L on November 29, 2021
    3 Replies
    Hi, I am generating a report on a sales rep by activity type (task, calls, emails, etc). Are we able to drill down more into filtering whether the activity type was automated (via sequence) or manual? I saw "Activity Created By" which shows who ...
    Participant | Platinum Partner
    December 01, 2021 18:36
    Hi @Alex_L Thanks @TiphaineCuisset for the tag! So from what I understand @Alex_L , your goal is to generate a report where for a s...
  • kcamp on November 29, 2021
    1 Replies
    I have several dashboards with many stacked compoenets (list of products, salespersons etc). In order to see 1 facet I have to deselect all the others to remove them fromt he graph. Is there a shortcut to click on one and have all the others tu...
    Hall of Famer
    November 29, 2021 11:51
    Hi @kcamp , This is currently not possible, you indeed have to deselect the other options or filter the whole report by this one aspect. I agr...
  • Solved
    JVerzuu on November 26, 2021
    3 Replies
    Hi all, In my deal stages I want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I don't have a clear overview where we lose our leads in our sales funnel. An...
    December 01, 2021 14:19
    But what if the deal *didnt* go through the stages perfectly? My biggest challenge currently is that HubSpot sales pipeline reports (velocity, con...
  • Edyta7510 on November 26, 2021
    1 Replies
    Hi all, As stated by HubSpot and confirmed by their technical support, reports update automatically every 2hours and they can be manually refreshed every 15 mins to pull new data. This is, however, not always the case from my experience. Typic...
    Community Manager
    November 28, 2021 22:51
    Hi @Edyta7510 , Hmm, I haven't experienced this behaviour with my account so far. As far as I searched, there isn't related Community post in...
  • Solved
    jocallaghanSD on November 25, 2021
    1 Replies
    Hello! I'm new to HubSpot from previously using SF/Pardot. In SF I used to be able to create an overall marketing influence on the sales pipeline report. I can't seem to do this in HubSpot? Does anyone have a similar report? By Marketi...
    Hall of Famer
    November 25, 2021 07:38
    Hi @jocallaghanSD , You won't find this report exactly (one $ amount for all of marketing's attribution to the sales pipeline), but you'll fin...
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