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Solved
Arnunes on February 28, 2024
How can I choose which columns will appear when drill down into a dashboard report?
Accepted Solution
Hall of Famer | Partner
February 28, 2024 07:44
@Arnunes that's the single object report builder I referred to in my reply. Once you click on "the Data step" at the bottom, you can add more prope...read more
Tim_dgn on February 28, 2024
Hello everyone, I'd like to use Hubspot to track and analyze the evolution of all my transactions between different periods. To give you a precise example: - I estimate that it is possible to carry out a transaction and register it on Hubspot wi read more
2 upvotes
3 Replies
Most Valuable Member | Diamond Partner
February 28, 2024 11:04
Nice call on the Quotes option @trevordjones , that'd likely be the easiest/simplest route to go.
LDeniz on February 28, 2024
I would like to run a report looking at MQLs to SQLs. MQLs are defined as memembers of a certain list and SQLs are defined as when the contact is associated with a deal and the SQL property is checked. Is there a way to run this report? Please l read more
0 upvote
3 Replies
Thought Leader | Gold Partner
February 28, 2024 11:21
Hey Dennis you can always use Worflows/automation to set or update the contact's lifecycle stage. You can build a WF that when the contact is in ...read more
Kaluginbill on February 27, 2024
I have a dealership client who has to report on how many deals have been in each deal stage during a week and a month. The issue we are running into is that all of the HubSpot reporting REMOVES a deal from a stage once it has left that stage and read more
0 upvote
1 Reply
Hall of Famer | Partner
February 28, 2024 00:19
Hi @Kaluginbill , The only way to get this report is through the sales analytics (previous name) / sales report collections (new name). https...read more
LNitti on February 27, 2024
Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there read more
Top Contributor
February 27, 2024 15:02
Hi @LNitti Have you tried to create a report via the custom report builder , and only use the line items as a source or as the primary data ...read more
BCuyvers on February 27, 2024
When using the dashboard, I can see that the data from my 'deals' sales pipeline is incompletely visualized in the template graphs. For example, I know that more than 20 deals have been signed in the last period (as indicated by the filter), but it' read more
1 upvote
9 Replies
Member
February 28, 2024 04:49
Thanks! How can I remove this setting that only shows deals that went through all stages? For example, if a deal skips 1 stage, it can be considered ...read more
EMontgomery on February 26, 2024
Sometimes we collect deposits on a portion of a Deal and I'd like to be able to forecast that revenue on my Dashboard apart from the balance since those two transactions may occur months apart. Any ideas on how I can do this?
0 upvote
1 Reply
Top Contributor
February 26, 2024 14:17
Hi @EMontgomery , I believe you can solve this by creating 2 custom deal properties "Expected Deposit Date" & "Expected Deposit Amount". You ca...read more
Solved
niederberger on February 26, 2024
Hello Together. I try to craete a report based on the property changes in this case from Ticket Status. Is it possible to reach this dimension - coulnd't finde a way to do it? Or by the API maybe? Thank You, Thomas.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 26, 2024 10:27
Hi @niederberger , Natively, in HubSpot, this is unfortunately not possible. HubSpot reports will always display the current value of a proper...read more
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
Participant
February 26, 2024 11:12
Thanks, I have upvoted the idea you mentioned. We are indeed working with custom reports. I have found a way to have some sort of forecasts in there...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
2 Replies
Most Valuable Member | Diamond Partner
February 26, 2024 07:45
@BérangèreL @ajinkyamurtey I'm not aware of a way to limit to the last note only, sorry I couldn't be of more help!
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
1 upvote
3 Replies
Thought Leader | Gold Partner
February 27, 2024 08:04
Hey @PeterFrolund hope you are doing good! So recurring revenue features in HubSpot are available in Enterprise licences if you are willing t...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
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