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DaleGearhart on December 06, 2024
I am really hoping someone else has figured this out. I know Hubspot likes a week to be Monday-Sunday. But some aspects of reporting seems to like Sunday-Saturday. I am creating a combination report that shows tickets created daily, grouped by read more
0 upvote
0 Reply
hweatherford on December 06, 2024
Hello, I'm wanting to track the number of sales activities (tasks, calls, emails) sent specifically to only company records done by our managers. I can't figure out a way to exclude sales activities to contact records. my data sources are on read more
0 upvote
2 Replies
Top Contributor | Platinum Partner
December 07, 2024 06:04
Hey @hweatherford Email addresses, and by extension most communication channels, are owned by human beings that work for companies. When we ...read more
Solved
DOz3 on December 06, 2024
Dear community, I've created a historical snapshot report that breakdown by deal stages. But, it doesn't show 2 specific stages (Deal Lost, Deal Closed) despite they are all under the same pipeline. Any help would be appreciated. Thank you read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 06, 2024 05:44
Hi @DOz3 , This is expected behavior, (in your case) unfortunately, see here: https://knowledge.hubspot.com/reports/create-sales-reports-with...read more
Solved
Stammi on December 06, 2024
Hallo zusammen, ich benötige für einen Bericht einen Datumsfilter der mir die Datensätze (in diesem Fall Meetings) in der übernächsten Woche ausgibt. Hat hier jemand eine Idee dazu? Beispiel: Diese Woche würde mir dann die aufsummierten Ter read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
December 06, 2024 05:35
Hallo @Stammi , das ist bei Aktivitäten leider aktuell nicht möglich, so detailliert sind die Filtermöglichkeiten aktuell nicht. Mir sind hier...read more
Serdel1 on December 05, 2024
I am trying to create a table report based on the following: The deal is in "Closed Won", it shows the MRC by month for this calendar year and adds the MRC in the month that it was closed. IE deal 1 closes in Jan - so it have MRC values from Jan t read more
0 upvote
1 Reply
Top Contributor
December 07, 2024 07:51
Hey @Serdel1 several has a lot ways of doing this (since there's isn't a clear one this was also added as an idea on the community you should follo...read more
Solved
kalves5 on December 05, 2024
I need to create a report that shows me all the contacts who do not have a specific Deal (Deal Name = Deal 1), but have one or more specific Deals (Deal Name = Deal 2 or Deal 3 or Deal 4). I have tried to do it in several ways, but without success. read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 05, 2024 14:07
Hi @kalves5 , Due to HubSpot filters always implying a "is associated to at least one record that meets the criteria" logic, you'll need to do...read more
Solved
SBrooks10 on December 05, 2024
I am in need of a report for companies (Type: Dealer) that shows a list of the associated companies with a specific association label (Label: National Account to Dealer). For example: I need the report to show that Dealer A (Company) is associa read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
December 05, 2024 12:13
Hi @SBrooks10 , When you create a custom report in the custom report builder, there is the step of picking data sources (companies and deals i...read more
Solved
EM1234 on December 04, 2024
Hi There I currently use the lead and deal funnel for customer outreach flow, however the stages are not nessacarily sequential. ie I have a stage "Stagnant" but a lead might not move through that stage if they go from connected to a deal. read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 04, 2024 09:30
Hi @EM1234 , Generally, HubSpot expects deals and leads to move through stages in order / sequence. The strict answer would be that, no, there...read more
Solved
LFenton20 on December 03, 2024
We are trying to create a meetings booked report where the goal is a sloping trend line that increases as the quarter goes on. There is a template report for meetings booked vs goal but when I use this it only takes the goal from the previous fi read more
1 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
December 03, 2024 08:35
Hi @LFenton20 Have you checked the report in the goal? It actually shows the current year in a standard way. Just click in the goal name and...read more
Solved
Jay-Z on December 02, 2024
Hello all, We've added "Target POV end date" and "Actual POV end date" to our sales deals in order to keep track of how often prospects get extensions to their trial periods of our software. However, as you can see from this screenshot, it's read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 02, 2024 16:09
Hi @Jay-Z , You should be able to specify that one date must before the other in a deal list: https://knowledge.hubspot.com/lists/create-acti...read more
Solved
ISmolin on November 27, 2024
Hi, colleagues, Can we create a report where we will see the value of deals based on the stages of the deals and the probability of closing them? Now we have a report (historical snapshots - Sales Analytics) - the Total Value of the deals in a p read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
November 27, 2024 08:09
Hi @ISmolin , Yes, in a deal-based report you would simply use the deal property "Weighted amount" instead of "Amount": Weighted amoun...read more
Solved
Go-T on November 26, 2024
Hi, I have been using a custom report that shows the number of contacts moving through all lifecycle stages for a custom period of time (all stages need to be in one report, and not sepparate), as such: This way, I would see a summar read more
0 upvote
3 Replies
Accepted solution
Member
November 27, 2024 04:03
Hi @PamCotton , Thank you for your response. I tried using the Lifecycle Stage History report, but unfortunately, it’s even more restrictive. It...read more
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