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. Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

Hi there, Can someone explain what they do? Setting up our sales process but want to make sure I clearly am able to attirbute the right stages along the lead, deal and company objects. I want to know what inbound or marketing email, or sales w Lire la suite

Hi everyone, I’m on HubSpot Starter and need to create a weekly report showing contacts created, broken down by a custom source property. Since I can’t use custom reports and the default "Original traffic Source" report doesn’t reflect this propert Lire la suite

Hello HubSpot Community! I'm new to HubSpot, primarily using it as a marketing tool for my organization. I work in sales at a consulting company, managing partnership sales, new business acquisitions, and internal cross-selling (collaborating Lire la suite

My deal funnel report is reporting less deals than we actually have. I have reviewed several posts about the same issue here, and the solution always seems to be changing the configuration from "All" to "Any", however, my costumization options seem Lire la suite

Hi, colleagues, I need help accessing the data in HubSpot in the past (snapshot), meaning, for example, seeing the number of open deals last year in the Land pipeline in November. I can do it for the current year, but when I set up filters t Lire la suite

Hi Everyone, I have a Quota Attainment created but i cannot, for the life of me, figure out how to make it not just annual year, and look only at the specific pipeline, its not accurate bc it doesnt look back into Q4 of the previous year, when a Lire la suite

Hello, colleagues, I broke my head today trying to create a comparison report where I can see year-by-year (23 vs 24) reports with Deals in Open status, meaning all Land Deals, excluding Lost and Acquired. I created the report for Open Deal Lire la suite