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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
1 Reply
Community Manager
October 08, 2024 17:13
Hey @LBennett7 ! Thanks for this post 😊 The first conversion is the first landing page and form the contact submitted on. So it does no...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
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
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
8 Replies
Participant
October 08, 2024 05:27
I want to use Closed won and payment link sent stages and sum their forecast amount in one report where they showing their seperate amount and sum un...read more
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
Solved
maulpaurer on October 03, 2024
Hello, I have two date properties that I created. Some of my employees are responsible for multiple contacts. I want to see how long it takes each manager on average to get the contacts he/she is responsible for between the first date property a read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 06:01
Hi @maulpaurer , This can be achieved with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties ...read more
Solved
tharland on October 02, 2024
HS Stack: Marketing Pro / Sales Pro It's easy enough to figure out a close rate for a moment in time by building a pie chart report with only deals in a "Closed Lost" or "Closed Won" stage. But what I'd really like is a look at this read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 01:21
Hi @tharland , Happy to help! You're additional requirements make sense, but the report I proposed is as far as you can get with the custom re...read more
PWatts0 on October 01, 2024
Is there a way to pull a report of all quotes SIGNED in a certain date range?
0 upvote
2 Replies
Contributor
October 01, 2024 16:53
Can you clarify what you mean by storing the quote? It is housed in quotes in HubSpot. We also store a copy in a digital file on the network.
Solved
TAG-MC on October 01, 2024
Building a comprehensive dashboard for student admissions is key to evaluating recruitment performance and ensuring smooth operations. Recently, I designed a HubSpot dashboard for a group of schools to provide clear, actionable insights into their a read more
1 upvote
2 Replies
Accepted solution
Participant
October 02, 2024 07:10
Hi Diana 👋 Thank you so much for your feedback! I completely agree ✅ — tracking student admissions through a well-structured dashboard is a g...read more
Solved
CBabin0 on October 01, 2024
if(([properties.hs_analytics_source] == "Offline sources"), "Sales", "Marketing") This doesn't seem to work and I don't understand why. All Test Formula values resulting in a sample output of "Marketing" I prefer to avoid a workflow if possi read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
October 01, 2024 15:47
@CBabin0 to rule out that this is a reporting issue, have you checked the individual records that appear to be wrong? In any case, this looks...read more
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