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Serdel1 on December 05, 2024
I am trying to create a table report based on the following: The deal is in "Closed Won", it shows the MRC by month for this calendar year and adds the MRC in the month that it was closed. IE deal 1 closes in Jan - so it have MRC values from Jan t read more
0 upvote
0 Reply
Solved
kalves5 on December 05, 2024
I need to create a report that shows me all the contacts who do not have a specific Deal (Deal Name = Deal 1), but have one or more specific Deals (Deal Name = Deal 2 or Deal 3 or Deal 4). I have tried to do it in several ways, but without success. read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 05, 2024 14:07
Hi @kalves5 , Due to HubSpot filters always implying a "is associated to at least one record that meets the criteria" logic, you'll need to do...read more
Solved
SBrooks10 on December 05, 2024
I am in need of a report for companies (Type: Dealer) that shows a list of the associated companies with a specific association label (Label: National Account to Dealer). For example: I need the report to show that Dealer A (Company) is associa read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
December 05, 2024 12:13
Hi @SBrooks10 , When you create a custom report in the custom report builder, there is the step of picking data sources (companies and deals i...read more
Solved
EM1234 on December 04, 2024
Hi There I currently use the lead and deal funnel for customer outreach flow, however the stages are not nessacarily sequential. ie I have a stage "Stagnant" but a lead might not move through that stage if they go from connected to a deal. read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 04, 2024 09:30
Hi @EM1234 , Generally, HubSpot expects deals and leads to move through stages in order / sequence. The strict answer would be that, no, there...read more
Solved
LFenton20 on December 03, 2024
We are trying to create a meetings booked report where the goal is a sloping trend line that increases as the quarter goes on. There is a template report for meetings booked vs goal but when I use this it only takes the goal from the previous fi read more
1 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
December 03, 2024 08:35
Hi @LFenton20 Have you checked the report in the goal? It actually shows the current year in a standard way. Just click in the goal name and...read more
Solved
Jay-Z on December 02, 2024
Hello all, We've added "Target POV end date" and "Actual POV end date" to our sales deals in order to keep track of how often prospects get extensions to their trial periods of our software. However, as you can see from this screenshot, it's read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 02, 2024 16:09
Hi @Jay-Z , You should be able to specify that one date must before the other in a deal list: https://knowledge.hubspot.com/lists/create-acti...read more
Solved
ISmolin on November 27, 2024
Hi, colleagues, Can we create a report where we will see the value of deals based on the stages of the deals and the probability of closing them? Now we have a report (historical snapshots - Sales Analytics) - the Total Value of the deals in a p read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
November 27, 2024 08:09
Hi @ISmolin , Yes, in a deal-based report you would simply use the deal property "Weighted amount" instead of "Amount": Weighted amoun...read more
Solved
Go-T on November 26, 2024
Hi, I have been using a custom report that shows the number of contacts moving through all lifecycle stages for a custom period of time (all stages need to be in one report, and not sepparate), as such: This way, I would see a summar read more
0 upvote
3 Replies
Accepted solution
Member
November 27, 2024 04:03
Hi @PamCotton , Thank you for your response. I tried using the Lifecycle Stage History report, but unfortunately, it’s even more restrictive. It...read more
Solved
LKelman on November 26, 2024
Hi there, Can someone explain what they do? Setting up our sales process but want to make sure I clearly am able to attirbute the right stages along the lead, deal and company objects. I want to know what inbound or marketing email, or sales w read more
0 upvote
1 Reply
Accepted solution
Top Contributor
November 26, 2024 09:21
Hey @LKelman building your data model framework can clear out your doubts. This guide from RevOps Partners can help you a lot doing that 🙂 If...read more
Solved
Faisal_Nawaz on November 22, 2024
Hi everyone, I’m on HubSpot Starter and need to create a weekly report showing contacts created, broken down by a custom source property. Since I can’t use custom reports and the default "Original traffic Source" report doesn’t reflect this propert read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 22, 2024 04:58
Hi @Faisal_Nawaz , I'm sorry to be the bearer of bad news, but in the Starter subscription tier it's not possible to create custom reports bas...read more
Solved
devOpsDave on November 21, 2024
Hello HubSpot Community! I'm new to HubSpot, primarily using it as a marketing tool for my organization. I work in sales at a consulting company, managing partnership sales, new business acquisitions, and internal cross-selling (collaborating read more
0 upvote
1 Reply
Accepted solution
Member
November 21, 2024 16:01
Hey Dave! A lot of this depends on how you're using the properties on each object. Are you tagging companies and deals as partners, internal contact...read more
Solved
NJaramillo5 on November 21, 2024
My deal funnel report is reporting less deals than we actually have. I have reviewed several posts about the same issue here, and the solution always seems to be changing the configuration from "All" to "Any", however, my costumization options seem read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
November 21, 2024 08:27
Hi @NJaramillo5 , Your deal overview would include all deals, the funnel reports autofilter for records that have completed the first step wit...read more
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