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解決済み
JLynch7748 11月 08日, 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 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 08日, 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...続きを読む
Gotcha 11月 08日, 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 続きを読む
0 いいね!
6 コメント
投稿者
11月 08日, 2024 11:56
Not a bug. It's working as it should. The sum is all deals including those that don't have an associated company. The deals in the graph are onl...続きを読む
解決済み
LinhDao 11月 08日, 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 続きを読む
0 いいね!
1 コメント
ベストアンサー
トップ投稿者
11月 08日, 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...続きを読む
解決済み
Steven785 11月 08日, 2024
Hello HubSpot community, I would like to add a calculated number to my service dashboard. It should show the percentage of tickets with a certain category (f. e. "technical error"). The formula itseld is easy: (number of tickets within that cate 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 08日, 2024 03:45
Hi @Steven785 , Calculation properties are always calculated per record, not across records – that's why it's not possible to have one propert...続きを読む
解決済み
Gotcha 11月 07日, 2024
Is this snip a complete and accurate report of everything these people logged in HubSpot? Is there any chance, there are calls, emails, notes etc that would show here? My only salesperson is towards the bottom, while my service coordinator is almos 続きを読む
1 いいね!
7 コメント
ベストアンサー
投稿者
11月 08日, 2024 03:18
I would sync with the sales rep to compare the inbox and HubSpot. In my experience, email logging is the easiest of these to make it work. So, I wo...続きを読む
解決済み
SBash1 11月 06日, 2024
I have a journey report based on deal stages and filtered by a contact list. My contact list has 300 people in it but the journey report is only including 265. I have checked the filters and they are the same but for some reason when I want to see 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 06日, 2024 14:10
Hi @SBash1 , Funnel reports automatically filter by records entering the first funnel step within the specified date range. If deals have skip...続きを読む
解決済み
VRakitski 11月 05日, 2024
Hi there I'd like to create a custom report which shows the number of tickets of a specific pipeline at each stage of this pipeline at present and next to it would show the corresponding numbers 7 days ago (or other custom period). It could be bar 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 05日, 2024 05:40
Hi @VRakitski , Unfortunately no, this does currently not exist. While there is an equivalent for deals ('Historical snapshots' in the sales a...続きを読む
解決済み
candiceann 11月 04日, 2024
We're looking to have a custom contact property that shows the average order frequency. We'd like to see this so we can get flagged if someone hasn't ordered as usual and needs to be reached out to. Any thoughts on how to create a calculation proper 続きを読む
1 いいね!
2 コメント
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ソートリーダー | Platinum Partner
11月 06日, 2024 07:03
Hi @candiceann I think you can achieve this but not with 1 calculated property but various and workflows. Depending on the exact use case it d...続きを読む
解決済み
JdeRocquigny 11月 04日, 2024
WE are looking for a user report to "catch" no activity. The HubSpot sales extension tool if pretty finicky and so I want to be able to view a report every Monday that shows (Activty Type = Email Sent where Activiy Email count = 0) so we can reach 続きを読む
0 いいね!
9 コメント
ベストアンサー
投稿者
11月 06日, 2024 17:14
We developed our own integration directly with Google Workspace and Outlook to prevent exactly that. It ensures that every relevant email is always l...続きを読む
解決済み
VRakitski 11月 04日, 2024
Hi there I'd like to create a report that shows me the number of tickets at different stages of a certain pipeline at present, and next to it, the corresponding numbers from a week ago (or a certain date in past). It could be simple table or bar c 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 06日, 2024 09:25
Hi @VRakitski , As long as HubSpot doesn't add this as part of the service report collections, it's not possible to create this report - the s...続きを読む
解決済み
Hyroxware 11月 04日, 2024
I am wanting to have a report run between the 8th and 7th of the next month. But I then want this to roll on every month? Is this possible and if so how do I set this?
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 04日, 2024 06:12
Hi @Hyroxware , As far as I know, no, this is not possible, unfortunately. However, other users have requested better date filters befor...続きを読む
解決済み
NDooly 11月 01日, 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 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 01日, 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://...続きを読む
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