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LNitti on February 27, 2024
Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there read more
Top Contributor
February 27, 2024 15:02
Hi @LNitti Have you tried to create a report via the custom report builder , and only use the line items as a source or as the primary data ...read more
BCuyvers on February 27, 2024
When using the dashboard, I can see that the data from my 'deals' sales pipeline is incompletely visualized in the template graphs. For example, I know that more than 20 deals have been signed in the last period (as indicated by the filter), but it' read more
1 upvote
6 Replies
Thought Leader | Gold Partner
February 27, 2024 12:19
So This screenshot doesn’t help a lot but I can see a warning that you do have filter at the Dashboard level. So maybe you will have to remove th...read more
EMontgomery on February 26, 2024
Sometimes we collect deposits on a portion of a Deal and I'd like to be able to forecast that revenue on my Dashboard apart from the balance since those two transactions may occur months apart. Any ideas on how I can do this?
0 upvote
1 Reply
Top Contributor
February 26, 2024 14:17
Hi @EMontgomery , I believe you can solve this by creating 2 custom deal properties "Expected Deposit Date" & "Expected Deposit Amount". You ca...read more
niederberger on February 26, 2024
Hello Together. I try to craete a report based on the property changes in this case from Ticket Status. Is it possible to reach this dimension - coulnd't finde a way to do it? Or by the API maybe? Thank You, Thomas.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 26, 2024 10:27
Hi @niederberger , Natively, in HubSpot, this is unfortunately not possible. HubSpot reports will always display the current value of a proper...read more
PBaan25 on February 24, 2024
Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some read more
February 26, 2024 11:12
Thanks, I have upvoted the idea you mentioned. We are indeed working with custom reports. I have found a way to have some sort of forecasts in there...read more
ajinkyamurtey on February 24, 2024
Hi, Can anyone let me know how to create the contact/lead feedback report? Say we work with an agency who helps generating leads through marketing channels for us and those leads are assigned to sales reps. Sales reps outreaches to assigned read more
0 upvote
2 Replies
Most Valuable Member | Diamond Partner
February 26, 2024 07:45
@BérangèreL @ajinkyamurtey I'm not aware of a way to limit to the last note only, sorry I couldn't be of more help!
PeterFrolund on February 23, 2024
I am trying to build a report, that shows how we perform vs budget for billede revenue in an accounting year. I have entered monthly revenue targets in goal objective. We are creating deals - based on line items wit a start billing date. I wou read more
1 upvote
3 Replies
Thought Leader | Gold Partner
February 27, 2024 08:04
Hey @PeterFrolund hope you are doing good! So recurring revenue features in HubSpot are available in Enterprise licences if you are willing t...read more
LDeniz on February 23, 2024
Is there a way to pull a weighted historic snapshot report please?
0 upvote
1 Reply
Hall of Famer | Partner
February 23, 2024 07:43
Hi @LDeniz , If you're referring to the "Historical snapshots" report in the sales analytics section, then no. For this report, it's either ex...read more
LDeniz on February 23, 2024
I have run a historic snapshot by going to reports > sales > forecast & pipelines > historical snapshots. Can someone please explain to me what this report shows?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 23, 2024 07:29
@LDeniz no, as the description states, these are always omitted.
LH3 on February 23, 2024
Hey there! Is there a smart way to get a report on if an email has been sent after the first meeting has happened? I've created a report, but only managed to build it based on 1st meeting date and last activity - however I cannot see if that email read more
0 upvote
1 Reply
Community Manager
February 27, 2024 05:45
Hi @LH3 , I hope that you are well! Sorry for the delay in the response. Thank you for asking the Community! What are you trying to achieve with...read more
ViniciusAmoroso on February 22, 2024
I've been editing and exploring the reports and dashboards for a few days now, but I haven't yet found a solution that can meet this demand. Currently we would like to analyze the average time that sellers take from the moment the deal is created u read more
1 upvote
3 Replies
Thought Leader | Gold Partner
February 22, 2024 15:01
You can add any of these reports to the Dashboard you want. If you want to change the type of graphic you need PRO licences Once you find this ...read more
KubaNowakowski on February 21, 2024
Hello HubSpot community, I hope you're all doing well. I'm currently working on creating a report that displays both qualified and unqualified leads, utilizing the lifecycle stages to differentiate. However, when I add the lifecycle stage to the read more
0 upvote
10 Replies
Accepted Solution
February 21, 2024 07:26
Never mind 😛 , just need to cover my qualification criteria with the workflow and I should be good on the data quality. Thanks for the help!
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