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WSilver on February 08, 2023
Can anyone shed any light on why my Activity Feed from the Contacts drop down menu is not showing anything. I don't even get the Activity Type and Lifecycle stage drop downs above it. This is all I see
0 upvote
0 Reply
kathyculinex on February 08, 2023
I am not seeing Likelihood to close as a contact property in my contact list filters. Any suggestions? We have full marketing and sales hubs.
0 upvote
4 Replies
Member
February 08, 2023 08:05
Thank you - disappointing. I appreciate your feedback.
ThimBaroudel on February 07, 2023
Hello, I'm trying to analyze my meetings data in order to improve what could be improved. To do that, I need to know more information about my meetings. I would like to get the same datas I got from the "meetings" tab : - Number of v read more
1 upvote
2 Replies
Participant
February 07, 2023 08:35
Thank you for your detailled answer. Unfortunately, it does not answer my problem : With these two paths, I can't get data from a specific link a...read more
JHenry6 on February 06, 2023
Hi HubSpot Community, I am trying to create a report for our BDR's who are booking demos through a HubSpot meeting link that is connected to their account executives calendar. Has anyone successfully done this? Ideally the report would show read more
Community Manager
February 07, 2023 07:34
Hi @JHenry6 , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any...read more
Msong4u on February 04, 2023
Hi. I just took over the operation of Hubspot from another person. It is a mess. I need to quickly figure out which companies had a closed won deal in the last year. That way, I can bring up a report showing all the current clients and targ read more
0 upvote
2 Replies
Guide
February 05, 2023 07:33
Hello @Msong4u , So I suggest to create a custom report in just few steps, Choose objects deals, companies Add filter of 'deal stag...read more
Solved
JulietaOrtizK11 on February 03, 2023
Hey community! I'm trying to find a way to measure the sales hub impact vs mkt hub efforts , for that I thought a good way was to create a list to find every contact in HubSpot for which a sales hub user has logged Sales Hub email, phone or L read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 03, 2023 22:59
Hi @JulietaOrtizK11 , If this question is an attribution question (as in: are the marketing team and the salem pulling their weight), I would ...read more
Solved
eschriger510 on February 03, 2023
Hi, New post. Tried to see if I could find something related and couldn't so apoligies in advance if I'm repetetive. I'm trying to build out a pipeline table that displays details about last and next activity details related to a deal. I can s read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 03, 2023 23:08
Hi @eschriger510 , Unfortunately, this is not possible, at least not that I'm aware of. Reports across multiple objects (deals + activities) d...read more
katherineladue on February 03, 2023
We have a client who has two pipelines - Sales and Customer Success. When a deal reaches closed/won on the Sales pipeline, a new deal is auto-created on the Customer Success pipeline and assigned to a CSM team member. The deal owner from the Sales d read more
0 upvote
1 Reply
Community Manager
February 06, 2023 10:10
Hi @katherineladue , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have ...read more
DCaplan5 on February 03, 2023
I was wondering if anyone has any advice or has had success implementing a sales report right on the 'company' page. We would like our Team to be able to go to an account and quickly and easily see this customers MTD sales, YTD sales and see how the read more
0 upvote
1 Reply
Community Manager
February 06, 2023 10:06
Hi @DCaplan5 , Thank you for reaching out to the Community! I can confirm that this is currently not possible. I've found a feature reques...read more
SHinojosa3 on February 03, 2023
My team is trying to get a count of deals by the stage that they were created in. This doesn't seem to be possible with reporting, but the data is in HubSpot. I need to figure out how to extract that information. Ideally, it would be deals creat read more
0 upvote
2 Replies
Participant
February 06, 2023 09:35
You can export the deal stage property history into a spreadsheet. The report will show you the property's current value, date change, and the previo...read more
DOuriachi on February 02, 2023
Hi there Just went through a lot of previous topic about this and did not find a satisfactory answer...I've read this and this and this ... How would you go about creating a report or dashboard that clearly shows for each AE (weekly tra read more
0 upvote
1 Reply
Community Manager
February 03, 2023 11:43
Hi @DOuriachi , Thank you for reaching out to the Community and for including these details! I would like to tag in our subject matter e...read more
AWhiteley on February 02, 2023
Hey folks, I've created a custom report based on two custom behavioural events so I can track the conversion of one to another. The first is visits to a landing page and the second clicks to the CTA. This is working effectively, but now, I'd like read more
0 upvote
2 Replies
Participant
February 03, 2023 04:57
Hi, thanks for your response. Much appreciated. Unfortunately, we don't have Operations Hub Enterprise so I can't try the data set option. Ill have to...read more
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