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PCotter on February 11, 2025
Hi All, We've been using HubSpot to manage public facing marketing content for years, but just last year we started the process of onboarding the company to use it for its sales pipeline and CRM features. Initially, we discussed using activi read more
0 upvote
1 Reply
Community Manager
February 12, 2025 05:38
Hi @PCotter , hope that you are doing great! Thank you for asking the HubSpot Community! At the moment, you cannot report on attendance but I’ve...read more
Solved
DarrenScottUK on February 11, 2025
hi, we would like to build a custom report which shows activity from our sales team they have logged only for contacts who have opened a particular marketing email from us. We want to quantify the level of engagements this email has triggered but th read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 11, 2025 15:04
Hi @DarrenScottUK , There is a simple workaround here: create an active list du f contacts who opened your marketing email, then create a repo...read more
datx on February 11, 2025
I'd like a chart where each week, I can show each Rep on the team, and their current "pacing." Pacing here is defined as "average number of meetings they have booked per week" shown week over week. Example: for Week 4 of the quarter, the re read more
0 upvote
3 Replies
Member
February 12, 2025 12:52
Hi, just curious if anyone thinks it's possible to achieve this? @Gaurav_Aggarwal and @himanshurauthan? Thank you!
Solved
Mark_BTP on February 10, 2025
Hi everyone! Does anyone know how to create a report to track the duration of the emails from the time they were received from a contact to the time I responded to them? This way, I can determine if the service level agreement is met and I need to m read more
1 upvote
4 Replies
Accepted solution
Most Valuable Member | Platinum Partner
February 11, 2025 07:15
Hi @Mark_BTP so SLA's is a setup for the inbox and Help Desk in Service Hub you can read more info here Of course then you 'll get reports...read more
Solved
SFowler9 on February 10, 2025
With all the manual updates/changes that happen to deals, we would like to show the total value of all invoices (on the same deal), compare that to the deal amount, and also total the line items (on the same deal) - to make sure all three areas matc read more
0 upvote
4 Replies
Accepted solution
Contributor
February 10, 2025 09:35
A good way to automate this comparison in HubSpot is by using custom properties, workflows, and reports. Here’s a workaround: 1. Create custo...read more
Solved
ISmolin on February 10, 2025
Good day, colleagues, We are about to implement the Lead Scoring Model based on our criteria and the number of points the Lead should have to be moved (ideally automatically) to SAL (Sales Accepted Lead). I created such a field (SAL) in the Sal read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 10, 2025 06:09
Hi @ISmolin , Generally this should work, yes, but I think this overall process can be streamlined to be more direct / transparent: Creati...read more
Solved
NKolev on February 08, 2025
Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
February 09, 2025 01:37
Hi @NKolev , As far as I know, what you're trying to accomplish is not possible, unfortunately. That means you would either have to leve...read more
maulpaurer on February 05, 2025
Hello Everyone, I have a question regarding the reporting possibilities on contact level. We have lots of different meeting types with contacts along a period of rougly 2 years per Contact. I want to report on different meeting types, for e read more
0 upvote
2 Replies
Member
February 07, 2025 07:28
Thanks for the input. Would love to hear a more detailed solution, as I can not fully understand how KPIs would be helpful in this matter. Than...read more
Solved
SDC2001 on February 05, 2025
Want to create an overdue tag for my deal pipeline on the below parameters. - I can set specific time frames in days, that we expect each stage of the pipeline to take. - Once a deal within the pipeline reaches that alloted time frame for that sta read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 05, 2025 01:10
Hi @SDC2001 , This should be straightforward with these default properties: Date entered [stage ID] : the date and time the deal ente...read more
Lucy2505 on February 03, 2025
Hello! I'm currently working on a report to track the contacts I've emailed over the last 90 days. While I've made some progress, I've noticed that the report is including emails where I was copied (Cc) by others, not just emails I sent myself. Is t read more
0 upvote
2 Replies
Member
February 04, 2025 03:56
Thank you. Unfortunately it's still picking up emails where I'm Cced. These are the filters I've applied: Activity date is less than 90 days...read more
DCullen2 on February 03, 2025
Hi Community, Looking for advice on the best dashboard / report setups for sales teams. Ideally would like to track individuals progress against goals being weekly sales, calls and meetings. I have had limited success when pulling these goals read more
0 upvote
1 Reply
Community Manager
February 03, 2025 21:55
Hey @DCullen2 , Happy Monday! For tracking individual progress, a good sales dashboard would include graphs like goal vs. actual performance a...read more
Solved
JGibbs4 on February 02, 2025
There are some Hubspot Reports that cannot be added into Dashboards - like the Recurring Revenue Report and the CES 'How Customers feel about your support experience' (to name just two). This makes it difficult for our executives to report, as they read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 02, 2025 23:56
Hi @JGibbs4 , I agree, this would be great. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Allows-you...read more
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