Hi I'm using goal report to compare a specific kind of meeting done with the one should do. The problem is that there is not the "Customize" option and when I put a different kind of date on which the tracking should be base (and not the one it Beitrag ansehen

Hi everyone I'm using the Funnel to report deals. Is that working fine for you? I saw that it takes a lot of time (up to 10 hours) to update when I create new deals. Also, when i see it from the report screen there are some datas, when I see Beitrag ansehen

Hi Community, We are looking to build out more robust reporting for our organization and are running into some limitations both with the prebuilt reports and customized report builder. Here are some objectives we are looking to achieve with Beitrag ansehen

I have a quick question. Ive selected a custom report and created my own and attached it to my dashboard. The first day that I did all my activities it was being reported on that report. Now 2 days later Im refreshing to collect all the data from my Beitrag ansehen

Hi, I'm looking to set up a workflow that can fill in a contact property date picker for the first activity date. I know for activities it is the first time "last activity date" is updated, but I can't seem to work out how best to make this work for Beitrag ansehen

Hey all, I'm trying to understand how this win rate is calculated, I've set up some reports to try and display win/conversion rates across multiple pipelines, I found the funnels clunky and not a great overview. I thought using the Win Rate mig Beitrag ansehen

Embedding concise, relevant insights directly on pages such as contact or company profiles enables users to access critical analytics instantly without navigating away to separate reporting sections. This approach streamlines workflows, impr Beitrag ansehen

Currently, HubSpot allows users to create association labels to define the relationships between records (such as contacts, companies, and deals). These labels help segment and organize data, like distinguishing a “Primary Company” from an “Inv Beitrag ansehen

Hey Guys, I am looking to create a Super Dashboard in the instance in order to place every webinar/event's Dashboard Tile under it. So in one Super Dashboard, I am able to get data of each webinar/event happened. Is it possible to create it? Things Beitrag ansehen

What should I add in columns fields if I want to track a campaign perofrmance (other than campaign default analytics). I added ctas,form submission,number of sessions. What else can track the campaign efficiency. Is one report enough or I need to cr Beitrag ansehen

Hi, I would like to know if it's possible to edit activity dates, like the date in which a deal was moved from a stage to another. The problem is that in some months this activty was done in an inaccurate way, so we need to change some of t Beitrag ansehen

Hello there, I am wondering about the possibility to follow chatbot flows. Well, I would love to have an interface, where I can follow chatbot flows, in case I am interessted in it. E.g. if anyone chose negative rating or just answer to the rat Beitrag ansehen