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
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
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
It sounds like you want a tag that tracks how long a deal stays in a specific pipeline stage, not just based on the last activity. To achieve this, y...read more
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
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
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
Hey @DCullen2 , Happy Monday! For tracking individual progress, a good sales dashboard would include graphs like goal vs. actual performance a...read more
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
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
Hi, I want you to create a custom report in HubSpot we use HubSpot MarketingHub and SalesHub professional. The report that I want to build is for, Let me give you real example of our use case using the exact name stages in our pipeline. read more
I'm currently setting goals for our sales team. I have Calls made and meetings booked, but I didn't see a template for emails sent, nor do I seem to be able to create a template for it using proper metrics. Wondering if anyone else has done this and read more
Hi @AOrt ,
You're correct, within the custom goals area in HubSpot, this is not possible. However, other users have requested this before: ht...read more
Hi all, I'm trying to figure out how to create and use calculation properties to help us gather the conversion rate of Deals open vs Deals closed/won in a certain time period. The use of it is to be used in reporting as we currently have one read more
Hi @LSugrue ,
Using a calculation property won't work here as a it's calculated on a per-record basis and a single record does not have a conv...read more
Hi all, Is HubSpot ideal for revenue tracking the way Finance tends to measure? I know its good for capturing deals that were closed in month and counting those dollars. But what if for instance I close a $12K deal in December of '24 but I want read more
Hey @Vasiki ,
HubSpot is great for tracking closed deals and revenue from a sales perspective, but for spreading revenue across multiple month...read more
Hello, I'm currently trying to create a report in HubSpot to identify how many of our client companies have purchased our product, more than once. Specifically, I want to see the number of existing client companies that have two or more associ read more
Hi @TbouvetFR ,
I have answered this before: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Company-workflow-based-on-number-of-...read more
Hi Am i the only one who are shocked by the fact that i am not able at all to get a conversion percentage of the number of connected calls vs meeting booked? My thougt is a calculation that says "meeting with a certain meeting type % count of conn read more
Hi, You can look into setting up a score property where you define conditions....like marking it when the call outcome is "connected" or if the c...read more
Hi there, I am currently trying to set up a combination chart with my MRR from may 2023 up until now and I've managed to make the first y-axis to be the total commulative revenue for each month and I would like the other y-axis to be goals so I can read more