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JoshVe on October 11, 2024
Hi all, I am trying to have a dashboard that shows me sales team calling hours vs call results (answered/not answered) My goal is to show the team what time of the day they should call client based on past data of answered vs unanswered cal read more
0 upvote
2 Replies
Guide | Elite Partner
October 12, 2024 01:02
I believe what @CC-Oliver posted is what you are looking for, but you could possibly see data slightly better as a pivot table as well.
Solved
IntegriPro on October 10, 2024
Can any one help me to match the report which the filter I have attached, currently reports filters not matching with the tasks object filters on table Thanks
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
October 10, 2024 13:49
@IntegriPro because "less than 1 day from now" could also be tomorrow, depending on the time of the day. HubSpot, for some reason, doesn't make the...read more
Solved
MWolters on October 09, 2024
Hallo Team, ich glaube, ich stehe aktuell etwas auf dem Schlauch. Es gibt unter Berichterstattung - Service Analytics einen Bericht über das Support Volumen. Diese haben ich wie folgt konfiguriert. Er zeigt mir also die Anzahl der Tickets read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
October 10, 2024 01:56
@MWolters es ist leider nicht möglich, sich über einen benutzerdefinierten Zeitraum einen Durchschnitt anzeigen zu lassen. Wenn das eine Kernanford...read more
Solved
Hyroxware on October 09, 2024
Hi All, I am trying to create reports for management and wanting to make it so only specific people or team can see the dashboard. I have looked on the help articles and it shows and extra line comapred to what I see in managing access. I am a supe read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 09, 2024 04:08
Hi @Hyroxware , Which HubSpot subscription(s) are you on? Sharing with specific users and teams is an Enterprise feature: https://knowledge.h...read more
EVernon0 on October 09, 2024
Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s read more
Contributor | Gold Partner
October 09, 2024 10:44
Hello @EVernon0 ! Sorry to see you are having this issue. Did you try keeping the increment in a separate property and updating the deal amoun...read more
Solved
LBennett7 on October 08, 2024
Hi, looking for some advice from the HubSpot community. More & more we're looking to segment our monthly reporting to show 'new leads' acquired into HubSpot by marketing for the first time vs. existing leads that have been influenced by market read more
0 upvote
3 Replies
Accepted solution
Guide | Elite Partner
October 09, 2024 01:55
Hi @LBennett7 It can be tricky to advise without all the context but I think within a certain degree of accuracy you can use the first conve...read more
Solved
RFio123 on October 08, 2024
I'm trying to create a Formula Field in a dashboard to get monthly averages for the year. - Each month I want to know how many contacts have a demo request date - Count the contacts each month - Then take the average of that on a monthly bas read more
0 upvote
2 Replies
Accepted solution
Participant
October 08, 2024 12:40
One of the tricky things about calculation fields, is for it to work in reports, all of the calculation fields need to have a value. What that mean...read more
Solved
MJohnson068 on October 07, 2024
I have a report which pulls Annual Recurring Revenue from Line Items on Closed deals. I have line items on that run 12 months from 1/07/23 on deal #1 (£57k) and 12 months from 01/07/24 on deal #2 (£57k). Yet the report is still counting the read more
1 upvote
2 Replies
Accepted solution
Participant
October 07, 2024 18:15
That's going to be hard to achieve in the standard reporting tool as there's no way to 'drop off' a line item's revenue by using the close date prope...read more
KNagpal9 on October 06, 2024
Hello Everyone, I am facing a problem where I have to create a report/dashboard that represents all the things below in one place. I was able to create a report which is showing the forecast amount of the following deal stages as c read more
0 upvote
10 Replies
Participant
October 10, 2024 05:14
Forecast amount for two deal stages.
KNagpal9 on October 06, 2024
Hi there, I am struggling to create a report for a client with Sales Hub Enterprise, Marketing Hub Professional, and Service Hub Professional as their plan with Hubspot. The reason I'm reaching out is that I am creating a revenue report for the read more
0 upvote
1 Reply
Participant
October 06, 2024 12:40
This is what my deal stages amount report looks like for now and I want to add other rows to it which will reflect sum of other two stages. ...read more
Solved
BPlourde on October 04, 2024
I am currently evaluating Hubspot CRM. Is there a page where I can see my emails for all contacts (inbox, sent, deleted etc), along with a task list. I want to see this for all companies/contact. Basically a unified email and to-do list. I use t read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 04, 2024 11:19
Hi @BPlourde , No, this does not exist. There is no central inbox, HubSpot assumes that you're using an email client (and the HubSpot sales ex...read more
Solved
CLewry on October 04, 2024
I am looking at creating a dashboard/report for KPI's based on the following: My deal stage starts as 'Enquiry' progresses through to 'Won' I want to find out what my conversion is from all enquiries I receive to 'Won' - I'm not worried about w read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 04, 2024 04:59
Hi @CLewry , You're correct, this type of reporting is not possible in the free CRM. In the free CRM, you're limited to the reports in the rep...read more
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