Dear community, I am struggling to create a report on deals. I need it to show deals stacked based on win probability (we have a custom property for this, not using the deal stage-based probability), it needs to be split by close date and split by d read more
Hi folks, I am trying to creative a report based on deals phases, where a 2nd call is an optional phase, as in it is not always used to move forward. Unfortunately, every deal where this step has not been taken, is excluded from the report. read more
Hi , There is the default report " Deal pipeline waterfall" - it is not showing for me all the deals (I choose "All data" periodic of occurred and close date) what should i do to see all the deals included?
We want to track how many first demos SDRs book each week. We want to see how many demos a sales reps book each week as well as how many demos were completed each week. How can we run this report? We have created a custom property 'first de read more
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
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
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
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
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
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?
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.