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josef_dipity on June 22, 2024
Hello! I was wondering if there was any way we could get this test/dummy pivot table report to show the difference instead of the total between the "GALLONS SOLD" and "NET PRICE" for the 05-2024 and 06-2024 deals?
0 upvote
0 Reply
CP7 on June 21, 2024
Hi, I am sure this is not a unique requirement. I want to create a simple dashboard that shows metrics such as # of activities, # of deals, revenue of deals etc. I have a professional account. This dashboard will be accessible to the sales team read more
0 upvote
0 Reply
justinlu on June 21, 2024
Hello, I'm looking to create a report that shows the average percent, each day over a 7 day period, of leads who do have not yet become MQLs. For example, we'd be able to see, on average, the percent of total leads that have not yet convert read more
0 upvote
0 Reply
DWinskell on June 21, 2024
Hello, I need to create a report which shows any changes that are made in a deal. Things such as: - Start date changing - Values changing Etc, I also need this report to run weekly. How would I go about setting this up?
0 upvote
3 Replies
June 21, 2024 09:55
Thanks both, I already have a table report set up I was hoping for something that clearly indicated when a property for example on a deal had changed...read more
SK_ACLI on June 21, 2024
Hi all, I have created 2 dashboards, one for Sales Reps and another for Sales Manager. How do i set it so that the Sales Rep can only see their teams data and not all Sales Reps. Sales Managers have overview over all but sales reps should read more
0 upvote
2 Replies
June 21, 2024 10:38
Hi there, thank you for your response, is there a way i can default it so that they can only have access and view the teams view?
TrentonShaw on June 20, 2024
Hello, I'm struggling to find a way to get one screen to scroll through a series of dashboards. We're a comparatively small team with just the one screen to display dashboards in the office, but obviously have multiple dashboards for sales KPIs read more
Most Valuable Member | Elite Partner
June 22, 2024 19:53
@TrentonShaw no worries, always happy to help - it sounds like the tab switcher @MichelleMassung suggested could make it work 🙌
AlejandroVieira on June 20, 2024
Hello Community, How are you? Is there a workaround that anybody here has implemented to save in a property or through a workflow the Job title of the User stored in the Created By User ID property? I know that this is possible to do through a read more
0 upvote
2 Replies
June 21, 2024 07:05
This makes sense, WOuld you happen to Know how the Code/webhook to use in the workflow would look like? Thank you so much for the help!
oddleon on June 19, 2024
I want to make a report showing all new logos we have landed within a given timeframe in a region. Currently this is not possible, and I wonder if and how people have soved this. I cannot be the only one that wnats to report on this.
1 upvote
3 Replies
Thought Leader | Platinum Partner
June 20, 2024 10:25
Hey @oddleon so as other collegues are mentioning here Region is not a standard property in HubSpot so you need create this first (at Company ...read more
Josh_Berman_8 on June 19, 2024
When did HubSpot grant the ability to report SMS Activity? In the past, SMS was not a filtered "Activity Type", therefore there was never the ability to report how many SMS's have been manually or autoamtically logged into the contact record.
1 upvote
2 Replies
Thought Leader | Platinum Partner
June 20, 2024 12:31
Hey @Josh_Berman_8 I think his has been on for a while found this post from Dec 2022 but as SMS was mainly manual so far and then the in...read more
Tkov on June 19, 2024
Hello, we currently have 3 different pipelines, one where we look at leads going through the sales process before being qualified, one for deals from being qualified to won, and an upsell one. I am trying to create a report that would show what read more
1 upvote
3 Replies
June 19, 2024 09:39
And this also doesnt give me the breakdwon per source that I need
RensV on June 19, 2024
Hi, We send out different email campaigns and also have several workflow running that send out emails. We manage our marketing efforts on weekly basis. Is it possible to create a stacked bar chart that displays the total number of send emails fr read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Gold Partner
June 19, 2024 05:55
Hi @RensV , yes, this should be possible with the custom report builder. Create a new custom report and select "Marketing E-Mails" and "Marketi...read more
JSamuel85 on June 17, 2024
I need to create a report which visualises the deals we have closed, but we have three different reasons why these were closed, so can these all be added?
0 upvote
19 Replies
Hall of Famer | Partner
June 17, 2024 10:31
@JSamuel85 yes, instead of count of deals, drag and drop "Amount".
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