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JEdwards174 on Junho 24, 2024
So I am trying to organize my companies customers. We work with our customers from forward facing all the way up to C-level. I am wondering if there is a way to organize the customers by Company>District>Store#XXX. And to add another level, or Leia mais
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JSetzer on Junho 24, 2024
Our leads are inbound from multiple sources and I am trying to figure out what times seem to have the most leads so I can nail down better scheduling. Specifically, I want to know what days and hours of the day are busiest based on create date. Leia mais
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MONZ91 on Junho 23, 2024
Hi everyone, Is there an AI/CGPT type plug-in that will answer questions about my internal Hubspot instance? e.g. can you tell me what the average deal age is for deals under $500?
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Membro do Hall da Fama | Parceiro
Junho 24, 2024 00:24
Hi @MONZ91 , Yes, HubSpot has its own product for this, Chatspot, which can generate reports and surveys based on your prompts: https://knowl...Leia mais
josef_dipity on Junho 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?
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1 Respostas
Junho 24, 2024 04:36
Hi @josef_dipity , Currently, HubSpot doesn't offer a direct way to subtract the sum of an amount. Alternative solution: You can create a custo...Leia mais
CP7 on Junho 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 Leia mais
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Gerente da Comunidade
Junho 24, 2024 03:47
Hi @CP7 , Thank you for reaching out to the Community! For information, I'd like to share this article " Report on performance ". I'd be happy ...Leia mais
justinlu on Junho 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 Leia mais
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1 Respostas
Gerente da Comunidade
Junho 24, 2024 03:30
Hi @justinlu , Thank you for asking the Community! I'd like to invite a couple of subject matter experts and some of our Community users to this...Leia mais
DWinskell on Junho 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?
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Junho 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...Leia mais
SK_ACLI on Junho 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 Leia mais
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3 Respostas
Autoridade no assunto | Parceiro Platinum
Junho 24, 2024 15:39
Hey @SK_ACLI if sales rep have team only permissions even if they access to a shared dahsboard they 'd only see what they can see (their tea...Leia mais
TrentonShaw on Junho 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 Leia mais
Solução Aceita
Participante de valor | Parceiro Elite
Junho 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 Junho 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 Leia mais
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2 Respostas
Junho 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 Junho 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.
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3 Respostas
Autoridade no assunto | Parceiro Platinum
Junho 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 ...Leia mais
Josh_Berman_8 on Junho 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.
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2 Respostas
Autoridade no assunto | Parceiro Platinum
Junho 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...Leia mais
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