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Vasiki on January 24, 2025
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 Can anyone else confirm that the documentation for goals in HubSpot is outdated?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
0 upvote
1 Reply
Hall of Famer | Partner
January 25, 2025 02:07
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
McBainKD on January 24, 2025
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
Community Manager
January 24, 2025 18:15
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
LWest0 on January 23, 2025
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
0 upvote
1 Reply
Community Manager
January 24, 2025 12:13
Hi @LWest0 , Thanks for reaching out to the Community! I’d like to invite our experts to join this conversation so they can share if t...read more
CWit on January 23, 2025
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
0 upvote
2 Replies
Participant
January 24, 2025 12:01
Thank you! Any guidance or recommended training on building a custom data set, this will be my first one.
Solved
BaldheadBaker on January 23, 2025
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
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
January 23, 2025 13:59
Hi @BaldheadBaker , Some of this could be accomplished, but at this time it would be primarily custom reports vs reports directly correlating ...read more
ELitke on January 22, 2025
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
0 upvote
1 Reply
Hall of Famer | Partner
January 22, 2025 12:11
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
Sumu on January 22, 2025
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!
0 upvote
1 Reply
Community Manager
January 22, 2025 14:43
Hi @Sumu ! Welcome to the Community-- happy to have you here 😊 I want to invite some subject matter experts to see if they have any sugge...read more
Solved
ISmolin on January 22, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 22, 2025 05:23
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
Solved
ISmolin on January 22, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 22, 2025 05:21
Hi @ISmolin , Are you referring to the summary missing? This is unfortunately not possible at this stage. However, other users have requested ...read more
Solved
Sorensen on January 21, 2025
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
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
January 21, 2025 08:18
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
Riley1343 on January 20, 2025
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
0 upvote
3 Replies
Participant
January 20, 2025 12:27
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
Solved
AKolb on January 20, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 20, 2025 07:23
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
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