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
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
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
@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
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
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
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
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
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
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
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!
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
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
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?
@JSamuel85 if these are deal stages, then a single object report will do. Navigate to Menu > Reporting > Reports > My reports > Create ...Beitrag ansehen
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
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
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
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
Hi @carolinescott88 ,
Is it possible that the email inboxes are no longer connected? For instance, did your IT department recently upgrade Ou...Beitrag ansehen