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PBaan25 on February 24, 2024
Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some read more
ajinkyamurtey on February 24, 2024
Hi, Can anyone let me know how to create the contact/lead feedback report? Say we work with an agency who helps generating leads through marketing channels for us and those leads are assigned to sales reps. Sales reps outreaches to assigned read more
0 upvote
0 Reply
PeterFrolund on February 23, 2024
I am trying to build a report, that shows how we perform vs budget for billede revenue in an accounting year. I have entered monthly revenue targets in goal objective. We are creating deals - based on line items wit a start billing date. I wou read more
0 upvote
1 Reply
Community Manager
February 23, 2024 17:06
Hey @PeterFrolund , Happy Friday! You can start by accessing the reporting section and setting the time frame for the accounting year (e.g.,...read more
LDeniz on February 23, 2024
Is there a way to pull a weighted historic snapshot report please?
0 upvote
1 Reply
Hall of Famer | Partner
February 23, 2024 07:43
Hi @LDeniz , If you're referring to the "Historical snapshots" report in the sales analytics section, then no. For this report, it's either ex...read more
Solved
LDeniz on February 23, 2024
I have run a historic snapshot by going to reports > sales > forecast & pipelines > historical snapshots. Can someone please explain to me what this report shows?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 23, 2024 07:29
@LDeniz no, as the description states, these are always omitted.
LH3 on February 23, 2024
Hey there! Is there a smart way to get a report on if an email has been sent after the first meeting has happened? I've created a report, but only managed to build it based on 1st meeting date and last activity - however I cannot see if that email read more
0 upvote
0 Reply
ViniciusAmoroso on February 22, 2024
I've been editing and exploring the reports and dashboards for a few days now, but I haven't yet found a solution that can meet this demand. Currently we would like to analyze the average time that sellers take from the moment the deal is created u read more
1 upvote
3 Replies
Thought Leader | Gold Partner
February 22, 2024 15:01
You can add any of these reports to the Dashboard you want. If you want to change the type of graphic you need PRO licences Once you find this ...read more
Solved
KubaNowakowski on February 21, 2024
Hello HubSpot community, I hope you're all doing well. I'm currently working on creating a report that displays both qualified and unqualified leads, utilizing the lifecycle stages to differentiate. However, when I add the lifecycle stage to the read more
0 upvote
10 Replies
Accepted Solution
Contributor
February 21, 2024 07:26
Never mind 😛 , just need to cover my qualification criteria with the workflow and I should be good on the data quality. Thanks for the help!
Solved
KubaNowakowski on February 21, 2024
Hello HubSpot community, I hope everyone is doing well. I'm currently facing an issue with creating reports on deals closed where adding products to the display seems to inflate the number of deals. It appears that HubSpot counts by products rat read more
0 upvote
11 Replies
Accepted Solution
Contributor
February 21, 2024 11:35
Hi @KubaNowakowski , Using Line Items might be a better option as there is a 'Count of line items' property included in line item reports. ...read more
Solved
Tim_dgn on February 21, 2024
Hello, I'd like to use Hubspot to track and analyze my sales precisely. Do you know if there are any functionalities (report creation, for example) that allow me to see directly the evolution of my sales between two periods and to see what read more
Accepted Solution
Most Valuable Member | Diamond Partner
February 22, 2024 14:06
@Tim_dgn Thank you for the additional details about how you're using Excel for this report. To add your estimated sales / budget, you would n...read more
Solved
LDeniz on February 19, 2024
Hi there, Have run a report over the activities object filtered on meeting type. Does anyone know what the differene is between activity date and create date? I assume activity date is the date of the associated activity but am more confused by read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 19, 2024 13:46
Hi @LDeniz , A good example would be a manually logged meeting. If you log it today, retroactively for last Monday, then the Create date is to...read more
EdK1 on February 19, 2024
Hi, my interface had a dasbhboard where I could see the flow, from Enquiry-Information Provided-Quote-Order Successful-Order UnsuccessFull, Completed, Invoiced etc. This seems to have disappeared. Where can I find this again?
0 upvote
2 Replies
Member
February 19, 2024 10:07
Hi 1) I have checked now and I am logged in with the same username and password. I can also see all the previous communication and contacts. 2) We are...read more
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