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LFenton20 en Diciembre 03, 2024
We are trying to create a meetings booked report where the goal is a sloping trend line that increases as the quarter goes on. There is a template report for meetings booked vs goal but when I use this it only takes the goal from the previous fi Leer más
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Jay-Z en Diciembre 02, 2024
Hello all, We've added "Target POV end date" and "Actual POV end date" to our sales deals in order to keep track of how often prospects get extensions to their trial periods of our software. However, as you can see from this screenshot, it's Leer más
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Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 02, 2024 16:09
Hi @Jay-Z , You should be able to specify that one date must before the other in a deal list: https://knowledge.hubspot.com/lists/create-acti...Leer más
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ISmolin en Noviembre 27, 2024
Hi, colleagues, Can we create a report where we will see the value of deals based on the stages of the deals and the probability of closing them? Now we have a report (historical snapshots - Sales Analytics) - the Total Value of the deals in a p Leer más
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Miembro del salón de la fama | Partner
Noviembre 27, 2024 08:09
Hi @ISmolin , Yes, in a deal-based report you would simply use the deal property "Weighted amount" instead of "Amount": Weighted amoun...Leer más
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Go-T en Noviembre 26, 2024
Hi, I have been using a custom report that shows the number of contacts moving through all lifecycle stages for a custom period of time (all stages need to be in one report, and not sepparate), as such: This way, I would see a summar Leer más
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Miembro
Noviembre 27, 2024 04:03
Hi @PamCotton , Thank you for your response. I tried using the Lifecycle Stage History report, but unfortunately, it’s even more restrictive. It...Leer más
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LKelman en Noviembre 26, 2024
Hi there, Can someone explain what they do? Setting up our sales process but want to make sure I clearly am able to attirbute the right stages along the lead, deal and company objects. I want to know what inbound or marketing email, or sales w Leer más
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Colaborador líder
Noviembre 26, 2024 09:21
Hey @LKelman building your data model framework can clear out your doubts. This guide from RevOps Partners can help you a lot doing that 🙂 If...Leer más
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Faisal_Nawaz en Noviembre 22, 2024
Hi everyone, I’m on HubSpot Starter and need to create a weekly report showing contacts created, broken down by a custom source property. Since I can’t use custom reports and the default "Original traffic Source" report doesn’t reflect this propert Leer más
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Miembro del salón de la fama | Partner
Noviembre 22, 2024 04:58
Hi @Faisal_Nawaz , I'm sorry to be the bearer of bad news, but in the Starter subscription tier it's not possible to create custom reports bas...Leer más
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devOpsDave en Noviembre 21, 2024
Hello HubSpot Community! I'm new to HubSpot, primarily using it as a marketing tool for my organization. I work in sales at a consulting company, managing partnership sales, new business acquisitions, and internal cross-selling (collaborating Leer más
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Miembro
Noviembre 21, 2024 16:01
Hey Dave! A lot of this depends on how you're using the properties on each object. Are you tagging companies and deals as partners, internal contact...Leer más
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NJaramillo5 en Noviembre 21, 2024
My deal funnel report is reporting less deals than we actually have. I have reviewed several posts about the same issue here, and the solution always seems to be changing the configuration from "All" to "Any", however, my costumization options seem Leer más
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 21, 2024 08:27
Hi @NJaramillo5 , Your deal overview would include all deals, the funnel reports autofilter for records that have completed the first step wit...Leer más
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ISmolin en Noviembre 20, 2024
Hi, colleagues, I need help accessing the data in HubSpot in the past (snapshot), meaning, for example, seeing the number of open deals last year in the Land pipeline in November. I can do it for the current year, but when I set up filters t Leer más
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Miembro del salón de la fama | Partner
Noviembre 20, 2024 05:15
@ISmolin as far as I know, this can unfortunately not be done in HubSpot. You could request it in the HubSpot Ideas section of the community: http...Leer más
ESvendsen en Noviembre 19, 2024
Hi Everyone, I have a Quota Attainment created but i cannot, for the life of me, figure out how to make it not just annual year, and look only at the specific pipeline, its not accurate bc it doesnt look back into Q4 of the previous year, when a Leer más
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Administrador de la comunidad
Diciembre 02, 2024 13:14
Thanks for that additional context @ESvendsen ! At this time, that report would be limited to the pre-selected date ranges in the drop-down...Leer más
ISmolin en Noviembre 19, 2024
Hello, colleagues, I broke my head today trying to create a comparison report where I can see year-by-year (23 vs 24) reports with Deals in Open status, meaning all Land Deals, excluding Lost and Acquired. I created the report for Open Deal Leer más
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Colaborador
Noviembre 19, 2024 12:58
but I am sure smth is wrong for the data for last year
ISmolin en Noviembre 19, 2024
Hi, colleagues, I need your help with the report and am not sure it's doable via Hubspot: 3 data comparisons. All of them would be 23 vs 24 comparisons q by q including q4 as it is today, here are the data sets: * number of deals in Leer más
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Colaborador
Noviembre 19, 2024 04:49
All right, the first two reports are done with a year-by-year comparison. How do I prepare a quarter-by-quarter comparison of 2024 within a year comp...Leer más
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