Dashboards & Reporting

Filtern nach
  • Alle Label
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sortieren nach
Neuesten Beiträge
  • Neuesten Beiträge
  • Top Likes
Status
Alle
  • Alle
  • Gelöst
  • Ungelöst
  • Unbeantwortet
Arnunes on April 10, 2024
We're having a hard time making it available for leaders to have visibility into the metrics in the structures below them Currently we have a macro team, such as Team A, this team A has 3 other managers who take care of 3 other teams, for exampl Beitrag ansehen
1 Likes
4 Antworten
Teilnehmer/-in
April 10, 2024 12:08
Sorry. I left the last answer confusingly. At the moment we are using the condition to identify if the HubSpot team is known to show the results of d...Beitrag ansehen
zacbadgley on April 09, 2024
I am a marketer responsible for driving trials. I am having a hard time tying the contact attributes like a form fill, lifecycle stage, and source to a deal and it's stage. My goal is to be able to look back at trials generated in a previous mo Beitrag ansehen
0 Likes
2 Antworten
Mitglied
April 10, 2024 14:40
@karstenkoehler This is a great recommendation. Before I accept it as a solution, I'm realizing in a few weeks, our current trial request form will...Beitrag ansehen
MJMacpherson on April 08, 2024
Hi, I am fairly new to reporting and dashboards. My CEO wants a dashboard that shows all our target accounts (a custom created property in the company record) and status of activity and deals for each of those acconts all in one place. I am tryi Beitrag ansehen
1 Likes
2 Antworten
Vordenker/-in | Platinum Partner
April 09, 2024 08:29
Hey @MJMacpherson this is easy. You can create a company +deals report and use the filter tab were your custom property value is "know" or t...Beitrag ansehen
SSteward9 on April 05, 2024
We have line items that have associated core charges, currently set up as an additional dollar amount on the line item. How do we get it so that when we select a product with a core charge to show the associated core charge on a quote and inevitably Beitrag ansehen
0 Likes
3 Antworten
Teilnehmer/-in
April 08, 2024 11:56
Hi @SSteward9 , Nice to meet you! We have an quote automation app for HubSpot called Portant . It it will give you more control over the d...Beitrag ansehen
Gelöst
BMitchell87 on April 05, 2024
Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't fi Beitrag ansehen
1 Likes
2 Antworten
Accepted Solution
Vordenker/-in | Platinum Partner
April 05, 2024 05:30
Hey @BMitchell87 you can try to build a custom report for the object company and sales activity you can use the table format and add as a...Beitrag ansehen
Santi25 on April 04, 2024
I am trying to build a report that shows Leads assigned by agents vs actioned (activities) per day, week, and month, is that possible? The goal is to understand how many deals are "actioned" every day, week, and month per SR. Thanks!
0 Likes
2 Antworten
Stratege/Strategin
April 08, 2024 17:42
Hi @Santi25 , HubSpot has some useful reports already created you can leverage. Access reports via old navigation: Access r...Beitrag ansehen
MartinLeibi on April 04, 2024
Dear Community, Is there a way to display the deal amount by financial year based on the start date of the settlement and the settlement frequency of the assigned items as well as the closing date of the deal? The ACV and ARR values for the ite Beitrag ansehen
1 Likes
2 Antworten
Vordenker/-in | Platinum Partner
April 05, 2024 05:12
Hey @MartinLeibi have you set your fiscal year in HubSpot? This will help adjust some tools in the CRM such as workflows, forecast and goals. ...Beitrag ansehen
Gelöst
JSamuel85 on April 03, 2024
Hi, I am looking to create a report that analysis the deals we have where we have three closed options. Is this possible and which type of report is best please?
0 Likes
3 Antworten
Accepted Solution
Berühmtheit | Partner
April 03, 2024 06:51
@JSamuel85 if these are deal stages, then a single object report will do. Navigate to Menu > Reporting > Reports > My reports > Create ...Beitrag ansehen
RRMG on April 03, 2024
I am not sure if this is something we can do with the reporting tool in hubspot - I have played around with it but could not seem to create the report I wanted. We have various reports that show the amount of activity performed by our salespeople Beitrag ansehen
1 Likes
3 Antworten
Vordenker/-in | Platinum Partner
April 04, 2024 06:11
Hey @RRMG you can have this type of reports with the Attribution reports Though you'll need Enterprise licences. I leave here mor...Beitrag ansehen
Gelöst
HRichthe2nd on April 03, 2024
Hello, I want to create a report which compares the number of deals with a name, vs those that don't, without creating a new property I have created a pie chart to do this, but this way deals with a name are segmented into many small slices. Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
April 03, 2024 05:45
Hi @HRichthe2nd , With the current capabilities of the custom report builder, this is, as far as I know, not possible. You'll have to accept t...Beitrag ansehen
carolinescott88 on April 02, 2024
Hi! i really enjoy the canned reports under sales analytics >> coach reps and teams >> prospecting activities. In particular, it is really useful for me to be able to see the percentage of calls connected and meetings completed. In Beitrag ansehen
0 Likes
4 Antworten
Trendsetter/-in | Diamond Partner
April 03, 2024 10:55
Hi @carolinescott88 , Is it possible that the email inboxes are no longer connected? For instance, did your IT department recently upgrade Ou...Beitrag ansehen
Gelöst
JVanpachtenbe on April 02, 2024
Hello all Is it possible to send a dashboard as a pdf to a non hubspot user using workflows ? thy
0 Likes
2 Antworten
Accepted Solution
Teilnehmer/-in
April 03, 2024 09:03
too bad, thy for your insights
abbrechen
Suchergebnisse werden angezeigt für 
Stattdessen suchen nach 
Meintest du: 

Möchtest du eine Diskussion beginnen oder eine Frage stellen?

Beitrag erstellen

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.