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Solucionado
Steven785 on Novembro 14, 2024
I'm struggling a bit with HubSpot's report builder. The goal is simple, but I can't find an adequate solution. I would like to create a report that shows, what percentage of my CRM contacts who became customers filled out a specific form. In gen Leia mais
0 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 14, 2024 09:00
@Steven785 my repy was specifically referring to this part: "But i cannot filter that list down even further to the form I'm interested in." ...Leia mais
Solucionado
MPannepacker on Novembro 13, 2024
Hello, My Sales team is not fully onboarded to Hubspot yet and therefore not logging their own calls and meetings. I am doing it on behalf of them as their admin until we get them trained in the system. I therefore, would love to make a custom rep Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 13, 2024 12:09
Hi @MPannepacker , In activities reports (Custom report builder > Data source 'Activities), this would be the distinction between created b...Leia mais
AV11 on Novembro 13, 2024
Hello, I'm looking to calculate the conversion rate at the deal level, specifically focusing on the percentage of "Closed Won" deals out of the total deals opened. Is there a widget that can display this conversion rate, segmented by Deal Sourc Leia mais
0 avaliações positivas
2 Respostas
Membro do Hall da Fama | Parceiro
Novembro 13, 2024 12:39
@Gaurav_Aggarwal where exactly would that report show the conversion rate?
Solucionado
KDreesen on Novembro 13, 2024
Hi, We want to analyse the hourly ticket volume to adjust working hours. Is it possible to visualise the hourly ticket volume within a week? This should include new tickets (=column "new") as well as incoming answers on existing tickets (= Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 14, 2024 03:45
@KDreesen this is currently not possible as the minimum interval for date properties in reports is daily. You could request an hourly interval in t...Leia mais
Solucionado
DSantin1 on Novembro 12, 2024
I want to be able to pull a report for a specific company detailing the number of deals, their stages, the number of meetings we've held, number of tasks, emails sent.
1 avaliações positivas
2 Respostas
Solução Aceita
Autoridade no assunto | Parceiro Platinum
Novembro 12, 2024 12:51
Hi @DSantin1 if you have a PRO licence you should be able to build this as a custom report in a table format. Have you tried this?
Solucionado
SRomankiw on Novembro 12, 2024
Hi, I've been asked for a report that shows the count of companies per count of deals closed, i.e. how many companies with 2 deals closed this year, how many with 3 closed deals etc etc. Is there a way to create a report that features a count of a Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 12, 2024 09:11
Hi @SRomankiw , This is unfortunately not so straight forward and unintuitively complicated. It mainly has to do with the fact that you cannot...Leia mais
Solucionado
kydoherty on Novembro 11, 2024
Hi Guys - the built in Lead Funnel reporting for the new prospecting tool is great. Super easy to get visibility quickly into prospecting pipeline. However, I'd like to also be able to see the same funnel report (new > attempting, connected, Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 12, 2024 00:15
Hi @kydoherty , Happy to help here. 'Does the company have any open leads' - This is best solved with a calculation property and the bel...Leia mais
Solucionado
AJ_Kakrot on Novembro 11, 2024
Hello, I want to create deal funnel conversion report it's fine to have funnel or custom report. My end goal of of having these reports, 1. Deal Conversions by Deal Sources For month over month I want to create deal conversion reports an Leia mais
0 avaliações positivas
5 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 11, 2024 10:38
Hi @AJ_Kakrot , If you're looking for conversion rates, then HubSpot currently does not have any features which would let you visualize this o...Leia mais
Solucionado
Sondre_M on Novembro 11, 2024
  Hey knowledgeable people. I have drafted the report I want to create in Hubspot, but as far as I know, it is not currently possible in HS. So I guess this has to be a third party application that can do this, and extract the right infor Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Diamante
Novembro 11, 2024 09:26
Hi @Sondre_M , Recurring Revenue Reporting is only on Sales or Service Enterprise . As mentioned above, you'd either need a 3rd party applica...Leia mais
Solucionado
JLynch7748 on Novembro 08, 2024
New to HubSpot and working on an existing setup. We have the ability to associate a company to a company. How can I get a report that shows companies associated with another company? I do not see it as a Custom Object. Thanks in advance,
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 08, 2024 16:41
Hi @JLynch7748 , What exactly should that report show? Do you just want a list if companies associated to companies? The latter can be a...Leia mais
Solucionado
Gotcha on Novembro 08, 2024
This is a report that is designed to show the amount of deals won last month. Properties Amount Company Filters Deal stage = Closed Won Date Property Date Entered Closed Won I also have a report to show what was quoted last month t Leia mais
0 avaliações positivas
6 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 08, 2024 07:39
@Gotcha thank you for clarifying – I'd reach out to HubSpot support directly, this seems to be a bug.
Solucionado
LinhDao on Novembro 08, 2024
Hi, We have a 'Contact us' page that has a contact form, and our contact details (email address, phone number). And a lot of the times, instead of filling in the form, the prospect either will call / click on the email address link or copy the Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Top colaborador(a)
Novembro 08, 2024 06:45
Hey @LinhDao there's a solution!! By setting up Custom Events Hubspot is able to attribute behaviour before conversion! You set the event on...Leia mais
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