Hey everyone. Can anyone else confirm that the documentation for goals in HubSpot is outdated? I have Sales Hub Ent. and I created a single object deal based report. Yet, I am unable to add a goal line into my chart despite following instruction read more
Hi @Vasiki ,
I'm able to follow the documentation just fine, works for me. Could you confirm that you greated a goal -based report? It's easy...read more
Hey all, sorry for the confusing subject line.. I'm looking to create a report for our sales management that tracks the time it takes our team to respond to inquiries/form submissions but doesn't seem to follow the conventional method that the d read more
Hey @McBainKD ! Thanks for sharing the detailed use case. The Community offers valuable insights from subject matter experts, but for a more comp...read more
Hello! I have a report question I hope the community can help me with. Our KPI for one division of our Sales Team is to bring in 200k in the companies first month of onboarding. We have a few custom fields built out to help assist with this e.g. Fi read more
Hello, We use Associations on three of our primary objects, Companies, Contacts, and Deals and we would like to be able to use them as report filters across different objects. What is the best way to do this? I found the way to do it when lookin read more
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 read more
Hi @BaldheadBaker ,
Some of this could be accomplished, but at this time it would be primarily custom reports vs reports directly correlating ...read more
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 read more
Hi @ELitke ,
It's a boring answer but: HubSpot typically doesn't announce launch dates and rarely commits on specifics. We'll simply have to b...read more
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 read more
Hi @ISmolin ,
You would have to create a company-based report instead of a lead-based report – that is, as far as I know, the only way to have...read more
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 read more
Hi @ISmolin ,
Are you referring to the summary missing? This is unfortunately not possible at this stage. However, other users have requested ...read more
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 read more
Hi @Sorensen ,
I would recommend using the Custom Report builder and select Deals as your primary object and Sales Activities as a secondary. ...read more
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 read more
Hi Ian! Thanks so much for getting back to me. The reps book meetings using a meeting link and manually, so I can't rely solely on the link. I have...read more
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, read more
Hi @AKolb ,
Tracking event interactions through the original source properties is not a good idea, in my opinion – as you probably also want t...read more