Sales management is looking for visibility into sequences that are currently active and have steps scheduled within the next 7 days (on a rolling basis). Since many sequences span multiple weeks, using the initial enrollment date alone isn’t suffi read more
Hi @danielle_little ,
As far as I know, this is currently not possible at this stage. Other users have requested this before: https://communi...read more
This is a new issue I've run into recently. When exporting my Deal view, one of the columns shown in "Associated Company", which before now always showed the company name in the exported data. Now instead of showing the company name, the export read more
Hello I'm trying to make a report on sent emails and opened emails by reps. But I can't combine the data in one report. Ideally it should look like this HS user Emails Sent Emails Opened Replies # (optional) Mike 58 21 1 Nick 120 read more
Hi @VRakitski ,
You're correct, with the regular data source in the custom report builder (Sales emails), it's not possible to show both in on...read more
Hi! I'm trying to find a way to report on how long it took for someone to complete a task from the time it's created to the time it closes. Is this possible with the 'Task' object? I have a report that shows the number of tasks completed by person, read more
I finally have a chart I'm happy with the exception that the legend doesn't populate for Deal Stages that do not have Deals. I can get the stages to show up in the legend if I enter 0 for the Forecast Amount but then my Deals couunts are off. Any su read more
Hello @JSchmitz2 In HubSpot’s report builder the legend is data-driven only —it shows a segment (deal stage, lifecycle stage, owner, etc.) only...read more
I have a forecast report that is two quarters out. HubSpot has last, this, next quarter as options but not two quarters out. I can solve this with some complicated custom coding, (in the process of) but I can't help but think there is a more e read more
here's what I came up with in the interim ( saw this post from @paulcmaxwell that made me try a different way) If you’re trying to dynamical...read more
We have recently implemented a system that assigns our key buyers one of three statuses depending on when their last meeting with us was. Anyone who we've met in the last 120 days is green, between 121-365 days is yellow, and anyone we haven't met i read more
@JPither one step that I mentioned is a workflow that enrolls contacts, then assigns green/yellow/red in a dropdown property accordingly. Only cont...read more
Hi, I'm trying to create a report that shows email metrics (open rate and CTR) for our different email campaigns. My y-axis is the email open rate/CTR, and the x-axis is the name of the email, but I can't figure out how to add the email Send Da read more
Hi @warrendavey thank you so much for the detailed video response! You understood my problem correctly, in that I just want to sort the emails in ...read more
Hi there I'd like to create a custom report which shows the number of meetings that were booked using HS meeting links of different HS users (reps). Ideally the report should look like a bar chart, where each bar shows the number of meetings w read more
Hi everyone, i have a question about Goal Report. i create a Goal by team, not users. and when i checked the report, the number of KPI value is not equal to the acutual number. do you know why? if the US team have 10 users, 5 of them have the read more
If you set a Goal by team in your report, the KPI value will only reflect data from users who have access or paid seats within that team. In your exa...read more
We are exporting reports on a monthly bases. These report include properties that are percentages in HubSpot (example 2.5%) . However, when you export that report to a CVS file is exports to a number but only to 2 decimall places, resulting in an un read more
Hi @WSurgenor ,
I assume that there's a reason why you must export the report and not from the record index page itself, correct? Exporting fr...read more
I'm trying to create an active list of companies. the list is supposed to show companies who a) have zero open deals b) have no closed (won or lost) deals with a close date less than 365 days ago, and c) has at least 1 closed (won or lost) deal with read more
Hi @JPither ,
HubSpot's list filters always work on the basis of "is associated to at least one", there is no filter option for "is not associ...read more