Hi folks! Looking for some help with building out dashboards for our Sales leadership and Sales team individual contributors. I am pretty happy with what we have thus far, but I am trying to create a visual for the team to see team progress toward Leia mais

I'm going to use a competitor's name in my post. Please be prepared. I have good reason. 🙂 When I used Salesforce for 5 years prior to using HubSpot, I was able to create row level and summary forulas with simple coding laguage, much lik Leia mais

Hi there, I am looking for a way to calculate conversion rates of deals based on the first conversion property of the related company. How can I do this? I have a Sales Professional membershiop. Thank you!

Hi, colleagues, I created a report showing the number of leads in a pipeline in open status, meaning New, Attempting, and Connected. As you know, we can associate and create leads from contacts and companies. Our goal for this report is Leia mais

Hi, colleagues, I am facing an issue, having a different experience using the same report. Please see below the one from Sales Analytics Deals Won & Lost where we can see conversion rate. Once I move exactly the same report to m Leia mais

Hello, Is it possible to make a report that showcases the amount of meetings booked that has now become closed won deals to see the conversion rate between the two? And if so, is it also possible to make a report that shows it in a specific period Leia mais

I am trying to generate a report that allows me to show meetings that have been booked by AEs from a self-generated source. The issue is that there doesn't;t appear to be a way to associate a lead source with a meeting, or to be able to report Leia mais

Hi, I am looking for a maintainable solution to track the source "events" when uploading a list of participants to HubSpot. Now, I want to walk you through some of the considerations I've made and ask for advice for the most elegant, simple, Leia mais

Hi, I would like to setup weekly KPI goal tracking on calls & meetings and display on a dashboard. This can be displayed nicely using conditional formatting however it requires manually adjusting the threshold to show the KPI Intres Leia mais

I'm trying to create a custom report that shows who within my team has created a deal. It appears to be some-what working, but the majority of them show a blank field. Does anyone know why that could be happening?

Hello Guys, I have been trying to do an automation for almost a month and it's not working. Here's the deal: I need to copy the contract expiry date from a DEAL to the same property in COMPANY. But, every time that we have a new deal, they copy Leia mais

I am trying to get a report running where I would filter out companies that has the Child association label and only have companies with the Parent label or no label. For that I understand that I would need to edit the data sources to have the p Leia mais