Hey, I'm trying to create a report that shows the total number of SDRs across our teams in different cities (e.g., SDR-Rome, SDR-Milan) and calculate the average number of meetings booked and completed per rep. However, I've encountered a chall 続きを読む
Hi HubSpot team, we want to embed some report from some other paltform. it seems this outside reports couldn't be shown in the mobile. do we have some way to shown the outside report in mobile dashboard?
Hi @Jaylin ,
Please consider reaching out to the HubSpot Support team for further assistance. Based on my understanding, I’ve shared the most r...続きを読む
I want to create a report that shows the value amount of closed won deals compared to the entire pipeline's value. For example, closed won deals equals $50,000 and the total pipeline's value is $250,000. The win % value would be 20%. Is there a way 続きを読む
Hi, I'm going to the 'contacts' page on Hubspot, and entering a client name. When I'm ticking the box by 'name', and then 'selecting all records', the option to 'export' disappears. Basically, as soon as I tick the box by any of the nam 続きを読む
I am trying to report for the month of May. And there is a total number of tickets of 216 but when I export to have a look at the group names there are less tickets. but the exported Excel file only includes 40 tickets grouped by club n 続きを読む
Hello @KNaidoo1 , I understand you're seeing a difference between the total ticket count (216) and what appears in your exported file (40 tickets)...続きを読む
I am trying to create a custom Task Report that includes the reminder date for each task, but instead the report generates a series of numbers (like "1741622400000") for the Reminder property instead of an actual date. HubSpot support explained this 続きを読む
Thank you Klemen, but I was referring to the Reminder Date, not the Due Date. When you schedule a task there are 2 different dates you can program - ...続きを読む
Hey there! I have a couple reports, one of them for activities broken down by activity type, so custom report: Contacts & Activities, I can't seem to add a time filter, I'd like to know how did my calls go for this lead type in the last say two 続きを読む
Hey @USotomayor ! Under filters, you should be able to add activity date and choose for example: is last 14 days. Also activity type to be call. You...続きを読む
I want to create a Deal Velocity Report with these metrics:
avg time in each sales stage, win rate by stage, overdue deals by rep per stage # of deals in each stage
I cannot figure it out ?
Are all the fields availabe ? I cannot find average 続きを読む
Reading through a few of the posts on the Community here it doesn't seem like a solution to this issue has been posted yet. We would like to embed Tableau reports into our HubSpot dashboards as external content. As was suggested in other posts, 続きを読む
Within custom reports we can use Sequence IDs which when used as the x-axis display as their Text names instead of their numeric IDs. When we try to report on Templates(Sales email templates) there is no field option for Template Name. But 続きを読む
Hi, In short: Replicate reports in screenshot. The health score summary in "Customer Success" does not show anything because our Area Sales Manager function as Company owner's in our company. Any tips for how to: 1. Show all health sco 続きを読む
Hi, thanks for the prompt response! We have 1 CSM (me, and only I have a Service seat) and 3 Area Managers. Given our small team, some responsibi...続きを読む
We log all of our virtual and in-person meetings as 'Meetings' on HubSpot. I have received several requests from my leadership to design reports or grab an export of specific meetings. Unfortunately, Meetings are still an activity type that can not 続きを読む