I'm using the filter section, and it doesn't seem to be recognising the filters I'm putting on. specifically : # Primary Company Then im using multiple companies to remove them from the list, starting with around 600 deals and over half of read more
Hi @DEvans48
I'd say the filtering works, but the fact that you have added the additional company filters in the same filter group means one...read more
Hi everyone, I'm trying to create a report in which I see the meeting start date on the horizontal axis and the count of the different outcomes on the vertical axis. The idea is to see how many meetings were completed, rescheduled, canceled, etc. Th read more
Hi @Andy_pmi ,
Have you checked whether "Stattgefunden" is a meeting outcome that is separate from "Completed"? https://knowledge.hubspot.com...read more
Hello Expert, I need to generate some customed reports that use the properties "Date entered (some specific stage)" across 9 sales pipelines and the date range needs to be the same in all (For example, Date enetered stage 1 in pipeline A is ran read more
Hello, As far as I know, HubSpot’s reporting doesn’t allow applying a single date filter across multiple Date Entered Stage properties. A workaro...read more
I want to track pipeline over time for the current quarter, (as in track the movement of everything meant to close in this quarter) but when I filter for a close date of this Q on a historical trending report it then drags deals that have a close lo read more
You're welcome! To set up the workflow, go to Automation -> Workflows and create a Deal-based workflow. Use the trigger Deal stage is known, then ...read more
Hey I have following question. I have this dashboard and I would like to depict the total number (here 5) on the top/bottom, so that it is directly visible on the dashboard. Is that possible? Here the data is small, but with larger numbers its alw read more
Hi @PiLia ,
As far as I know, this cannot be included in the existing visualization. You would have to clone the report, choose the "Summary" ...read more
Hi all, To improve our lead reporting I am setting up a dashboard to group the amount of leads that have been generated over the past few months based on a list gathering the contacts who've submitted a form and registered for an event (eventbr read more
Hi @NTemmerman ,
You could create a list of contacts that have clicked more than 5 marketing emails, but the timeline becomes a bit tricky bec...read more
Good day, colleagues, We are implementing a lead-scoring model on a company level as there is no option to do it on a lead level. I created a card - Lead Scoring level where we can see all criteria (BANT + company size, etc, and Lead scoring mo read more
Hey @ISmolin ! I think that workflow is a really efficient workaround. From what I understand, as well, the lead score fields only apply to Contac...read more
Hey All, I have a question on how to turn a goals report in to a Cumulative line graph. At the moment I its got a date on the X Axis and Ive got it as a line graph but I can't find the option to make it cumulative. Can anyone please show me wher read more
Hey! As this is a report based on Goals, I am not sure I can add any new Goals Properties that are just a date field type nor can I change the ty...read more
Hi All, We've been using HubSpot to manage public facing marketing content for years, but just last year we started the process of onboarding the company to use it for its sales pipeline and CRM features. Initially, we discussed using activi read more
Hi @PCotter , hope that you are doing great! Thank you for asking the HubSpot Community! At the moment, you cannot report on attendance but I’ve...read more
hi, we would like to build a custom report which shows activity from our sales team they have logged only for contacts who have opened a particular marketing email from us. We want to quantify the level of engagements this email has triggered but th read more
Hi @DarrenScottUK ,
There is a simple workaround here: create an active list du f contacts who opened your marketing email, then create a repo...read more
I'd like a chart where each week, I can show each Rep on the team, and their current "pacing." Pacing here is defined as "average number of meetings they have booked per week" shown week over week. Example: for Week 4 of the quarter, the re read more
Hi everyone! Does anyone know how to create a report to track the duration of the emails from the time they were received from a contact to the time I responded to them? This way, I can determine if the service level agreement is met and I need to m read more