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ASpencer0 3月 24日, 2025
Is there a way to report on how many calls were made on a record before deal is won?
0 いいね!
2 コメント
HubSpot Employee
3月 24日, 2025 13:31
Wow, thank you so much!
KBrandt0 3月 24日, 2025
Hi HubSpot Community, I’m looking for a way to create a dashboard that gives our sales representatives an easy overview of their contacts and their interaction with marketing emails. Ideally, we want to see: Contact Name Email Mobile Phone 続きを読む
0 いいね!
6 コメント
参加者
3月 24日, 2025 05:12
Fair, seems like there is no solution to the request then 🙂
ISmolin 3月 22日, 2025
Hi, colleagues, I want to see in a report how many days the lead is open (from the created date till today - rolling), but I can not find a property to reflect it. Does it mean I will need to create a date picker property from the created object 続きを読む
0 いいね!
2 コメント
投稿者
3月 24日, 2025 02:01
Love you @karstenkoehler thanks a million! Done 🙂
解決済み
ISmolin 3月 22日, 2025
Hi, colleagues, I created a company-size property (on a lead level with a drop-down menu) and want to add it to a report to make it visible. It doesn't appear (pop-up) as an option to choose. Why? Thanks
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
3月 22日, 2025 06:02
Hi @ISmolin , Can you please share a screenshot of the report you're trying to build? Have you made sure to: Reload the report windows sin...続きを読む
解決済み
BMasek 3月 21日, 2025
Hi, How can I create a report showing Deals and associated contacts? Thank you
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
3月 21日, 2025 14:49
Hi @BMasek , This can be done with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-bui...続きを読む
解決済み
Hardib81 3月 21日, 2025
We want to create a report is only showing contacts that: - Have a cancelled/no show First Sales Demo meeting - And do not have another meeting (either active or complete)? For example, if someone books a demo and cancels, then books a secon 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
3月 21日, 2025 04:13
Hi @Hardib81 , I wouldn't do this with a report but with a simple list: Create a list of contacts associated to an activity where activity...続きを読む
NathanAza 3月 20日, 2025
Hi Guys, (Issue) How can we attribute a point or count to each update of the deal now? As there is only 1 deal owner. Many times when we have a single deal, we have multiple estimators in the team updating the deal value on a requote for t 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
3月 21日, 2025 01:05
Hi @NathanAza , It sounds like what you're trying to achieve could be accomplished with deal splits: https://knowledge.hubspot.com/records/sp...続きを読む
解決済み
TVaz 3月 20日, 2025
Hey everyone! We’re still struggling to effectively compare our reports against our specific goals in HubSpot. The default reports only allow us to set revenue targets based on total amounts, but we have other key financial metrics we need to tr 続きを読む
1 いいね!
1 コメント
ベストアンサー
最優秀メンバー | Elite Partner
3月 20日, 2025 08:39
Hey @TVaz - I think it's possible with some custom property work. For tracking ARR, you can set up a custom property to capture this data and then ...続きを読む
WTaitt 3月 19日, 2025
I've just updated my shopify intergration to the newst version and now have ecom purchases heading to the new "Orders" object. I do think it's good to have this seperate from Deals BUT I want to know if it's possible to create Single Object reports 続きを読む
0 いいね!
2 コメント
キーアドバイザー | Elite Partner
3月 21日, 2025 06:54
@kennedyp Thanks for the Tag! Hi @WTaitt , Yeah, from what I can tell, the Orders object isn’t supported in the single object report ...続きを読む
解決済み
BJobse 3月 19日, 2025
Companies have a company owner, but internal stakeholders with us also interact with the company. Question, how can i build a report to see: Now I see the last contact moment with a company, but it is always in the name of the company owner and I 続きを読む
0 いいね!
5 コメント
ベストアンサー
殿堂入り | Solutions Partner
3月 19日, 2025 09:33
@BJobse in that case, build a report with the data sources mentioned in my first reply and simply add a report filter for "Activity assigned to" an...続きを読む
解決済み
SU-A-Ali 3月 18日, 2025
Hi, Can anyone suggest what might be causing this issue Or at least, can someone help me understand how Hubspot decides who to assign activities to - perhaps I'm missing somehting? We are using Instantly.ai for cold emailing and logging email 続きを読む
0 いいね!
3 コメント
ベストアンサー
キーアドバイザー
3月 19日, 2025 08:20
I haven't personally used this integration before but from a quick glance it looks to be a fairly basic integration that only imports lists from Hubs...続きを読む
TPaci 3月 18日, 2025
I want to build a report that shows the activity (calls, emails, SMS) of each sales rep and exclude any of that activity that is going to a Contact that is a "Customer". Basically, how many cold emails are being sent and outbound calls to non-c 続きを読む
0 いいね!
3 コメント
殿堂入り | Solutions Partner
3月 19日, 2025 09:29
@TPaci you just need to drag and drop "Activity assigned to" into the "break down by" area.
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