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Gelöst
NDooly on November 01, 2024
Hi I'd like to create an activity (calls & meetings) report for my sales team and set the date to be last 4 weeks or last 30 days. Any idea how to do this? Tks, Neal
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
November 01, 2024 11:33
Hi @NDooly , if you want a custom report (anything not in the report library), that requires a Professional or Enterprise subscription: https://...Beitrag ansehen
Jotave21 on November 01, 2024
Olá pessoal, preciso de ajuda para criar um relatório das etapas do meu funil de negócios, o meu antigo painel sumiu do nada, e diferente do "funil" que o HubSpot disponibiliza, ele não mostrava apenas quem entrou na primeira etapa naquele período s Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
November 01, 2024 17:27
Oi @Jotave21 , boa sexta! Aos nossos colaboradores @Brenner e @Tesore alguma recomendação para @Jotave21 ? Obrigada, Pam
Gelöst
alien04 on Oktober 30, 2024
Hello, I have an requirement where I need implement an Document/Report for tracking the contacts count and deals count dynamically. How could I implement that? can someone please help?
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 30, 2024 11:18
Hi @alien04 , Could you provide a bit more detail of the format / visualization you're looking for here? What's your expected output exactly? ...Beitrag ansehen
Gelöst
LHebert99 on Oktober 29, 2024
Hello, I have created a custom object "Billing History" Example: All my object are as custom object = "Billing History" I have 13 objects, 12 objects where the date is in 2023 and one object in 2024. As the invoicing is monthly, for one y Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 29, 2024 11:13
Hi @LHebert99 , This can be done with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties Y...Beitrag ansehen
Gelöst
fonzieMT on Oktober 29, 2024
Hi team - question about Lifecycle Stage progression tracking As a marketing team, we're trying to track lead progressions over time, and we meet every 2 weeks to go over the numbers. Our lifecycle stage definitions at the moment: - MQL -& Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 29, 2024 04:43
Hi @fonzieMT , A s a starting point (also to better understand the time needed for maturation), I'd recommend creating one report per lifecycl...Beitrag ansehen
NLayton on Oktober 28, 2024
We use a ticketing pipeline for client onboarding and i would like to be able to report one where in the pipeline we see the most dropouts, has anyone come across a report which may be able to detail this? NB this is a ticketing pipeline, not a deal Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
Oktober 28, 2024 18:28
Hey @NLayton ! Great question. I know that customer journey reports would give you a great visualization for this, but we cannot use this for ti...Beitrag ansehen
Gelöst
TBastard on Oktober 28, 2024
Hello, I am trying to create a report which identifies contacts with more that one Deal associated with them. All I need is the property that identifies contacts associated with more than 1 Deal - which apparently already existes - but this Beitrag ansehen
0 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 28, 2024 09:23
@TBastard thank you – are you on a paid subscription? If yes, reaching out to HubSpot support would be the fastest way to troubleshoot this.
Ktamir on Oktober 28, 2024
Hi, I have a customer who wants to see in a report the average number of sales activities but not all of them. Only calls, emails sent, and LinkedIn. When I try to create this type of report with the property number of sales activities, it Beitrag ansehen
0 Likes
2 Antworten
Mitglied | Gold Partner
Oktober 30, 2024 01:25
Hey @Ktamir , To create a report focused on specific activities, I recommend creating a custom report. Instead of filtering by "number of sales act...Beitrag ansehen
Gelöst
RidaZaidi on Oktober 25, 2024
Hi, I am working on custom dashboards for my team and need to associate tasks with the deal value. For instance, if I assign 5 tasks to a team member, the report should tell me the particular person completed 5 tasks that contributed to USD 5 Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 25, 2024 05:35
Hi @RidaZaidi , This should be achievable in the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-...Beitrag ansehen
Gelöst
Vasiki on Oktober 24, 2024
Hi, I am a bit confused. I am trying to give my users the ability to edit their own personal views of records. But I cannot seem to do so without giving them access to editing the view of records for EVERYONE on their team. So we have multip Beitrag ansehen
0 Likes
6 Antworten
Akzeptierte Lösung
Mitwirkender/Mitwirkende
Oktober 25, 2024 02:50
@Vasiki would this permission setting for the particular user be the setting you are looking for - Customize record page layout? Or is this for som...Beitrag ansehen
Gelöst
fabbriccontact on Oktober 23, 2024
I've built a report that gets the average cumulative time spent in specific deal stages. On the side, I also have the avg time we should be spending on these stages. This is a fixed number. Is there a way / how can I compare the values I have in th Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Trendsetter/-in | Diamond Partner
Oktober 24, 2024 10:04
Hi @fabbriccontact , As @PamCotton mentioned, creating a custom property and report would be the best way to accomplish this. In this scenar...Beitrag ansehen
Gelöst
JJD2000 on Oktober 23, 2024
Hey, My boss wants me to create a report that shows how many of her sales emails are opened within a specific time period. I have tried creating a report, a list or adding filters to contacts but just can't figure it out. Any help would be grea Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 23, 2024 14:17
@JJD2000 if you edit the data sources of the report (top left) and add contacts as an additional data source, you can create an additional report f...Beitrag ansehen
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