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CRay8 on April 12, 2024
Is it possible to search my HubSpot data base for all contacts with a specific area code and build a list?
0 upvote
1 Reply
Hall of Famer | Partner
April 12, 2024 12:20
Hi @CRay8 , If you have imported or otherwise maintained the area code as a contact or company field, yes. You would follow these steps:...read more
Solved
MMatschke on April 12, 2024
I'm trying to build a report that looks at total line item sales by company, over a period of time. I can't seem to get a total $ amount of line items however; it seems to only report on whole order/Deal totals. An example of what I'm trying to buil read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Diamond Partner
April 12, 2024 12:01
Hi @MMatschke , In the custom report builder, choose the Deal and line item products and then choose a pivot table with these settings: ...read more
Tom_B on April 12, 2024
Hello all, I'd like to recreate the default Reports, although I just checked via Chat with a HubSpot Representative that it's not possible at this time to simply duplicate and customise these. Does anybody have any idea (preferably screensho read more
0 upvote
1 Reply
Community Manager
April 12, 2024 19:30
Hey @Tom_B thank you for reaching out to our Community! While duplicating and customizing them directly may not be an option currently,...read more
EBeauquesne on April 12, 2024
Je cherche a réaliser un rapport sous forme de tableau des résultats de mes séquences 2024. Je voudrais que ce tableau contienne en ordonné : les différentes séquences et en abscisse : le nombre d'inscriptions, ouvertures et clics par fonctions pro read more
0 upvote
1 Reply
Community Manager
April 12, 2024 10:49
Bonjour @EBeauquesne , Merci d'avoir posté dans la Communauté ! Pour les suggestions de nouvelles fonctionnalités, je vous recommande tout d'...read more
Solved
justinlu on April 11, 2024
Hello! I'm trying to figure out how to build a report that allows me to see, by week, the percentage of leads (that already became MQLs) that are converting to MQLs within the 1st week, 2nd, 3rd, nth... I can see the average time it takes f read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 12, 2024 00:46
Hello @justinlu , Alright, this can be achieved with the custom equation syntax of calculation properties: https://knowledge.hubspot.com/prop...read more
EKyprioti on April 11, 2024
Hi everyone, I am trying to create some reports for the following conversions which include a percentage ( ratio) too : Lead form submission ( MQL) → Meeting Booked Meeting Booked → Meeting Done Meetings Done → Signups Signup → Paid read more
0 upvote
2 Replies
Member
April 12, 2024 11:03
Hey @TomM2 thanks for your reply. A Meeting Done can be either when a contact is moved from Lead status ( Attempt to contact) to "contacted" , "S...read more
Arnunes on April 10, 2024
We're having a hard time making it available for leaders to have visibility into the metrics in the structures below them Currently we have a macro team, such as Team A, this team A has 3 other managers who take care of 3 other teams, for exampl read more
1 upvote
5 Replies
Contributor
April 10, 2024 19:02
Hi @Arnunes It seems there might be a mix-up between visibility settings and the use of ownership in your reports. The visibility level should ...read more
Solved
zacbadgley on April 09, 2024
I am a marketer responsible for driving trials. I am having a hard time tying the contact attributes like a form fill, lifecycle stage, and source to a deal and it's stage. My goal is to be able to look back at trials generated in a previous mo read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 11, 2024 00:21
@zacbadgley I don't see an issue with submitting the form via API or updating the contact record via API. You would simply set the hidden field val...read more
MJMacpherson on April 08, 2024
Hi, I am fairly new to reporting and dashboards. My CEO wants a dashboard that shows all our target accounts (a custom created property in the company record) and status of activity and deals for each of those acconts all in one place. I am tryi read more
1 upvote
2 Replies
Thought Leader | Platinum Partner
April 09, 2024 08:29
Hey @MJMacpherson this is easy. You can create a company +deals report and use the filter tab were your custom property value is "know" or t...read more
SSteward9 on April 05, 2024
We have line items that have associated core charges, currently set up as an additional dollar amount on the line item. How do we get it so that when we select a product with a core charge to show the associated core charge on a quote and inevitably read more
0 upvote
3 Replies
Participant
April 08, 2024 11:56
Hi @SSteward9 , Nice to meet you! We have an quote automation app for HubSpot called Portant . It it will give you more control over the d...read more
Solved
BMitchell87 on April 05, 2024
Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't fi read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
April 05, 2024 05:30
Hey @BMitchell87 you can try to build a custom report for the object company and sales activity you can use the table format and add as a...read more
Santi25 on April 04, 2024
I am trying to build a report that shows Leads assigned by agents vs actioned (activities) per day, week, and month, is that possible? The goal is to understand how many deals are "actioned" every day, week, and month per SR. Thanks!
0 upvote
2 Replies
Top Contributor
April 08, 2024 17:42
Hi @Santi25 , HubSpot has some useful reports already created you can leverage. Access reports via old navigation: Access r...read more
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