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 read more
Hi @Deep_Kwatra ,
Generally yes; this depends a lot on which webinar tool you're using and what exactly your requirements for such a "Super" d...read more
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 read more
Hi @HSalah ,
One report is a good start, but for deeper insights, it's best to create multiple reports that focus on different parts of the campa...read more
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 read more
Hi @AVignetti ,
The situation here unfortunately remains unchanged. These date properties are view only and can, as of now, not be edited.
...read more
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 read more
Is it possible to create a graph showing the monthly turnover + forecast (same as total weighted amounts) and compare it to two goals (one goal being beeting last year's turnover), or to one goal and last year? I've read this article , but I can't read more
Hallo liebe Community,
weiß jemand, wie es möglich ist, dass in den Berichten statt Mo.-Fr. die Tag Fr.-Fr. angezeigt werden?
Ich freue mich auf eure Hilfe.
Gruß
Anna
Hallo @AWalch ,
über welche Berichte genau sprichst du? Bist du im Single Report Builder, Custom Object Report Builder oder in einem anderen B...read more
I'm working in a Portal that has Users assigned to Teams. The users themselves have access to Reports.
When I clone a Report, I want to assign it as View Only by a certain HubSpot Team. But the Teams are not listed. The users are, but not any read more
Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" read more
Hi Commuity I am trying to build a report (custom object: Deals + notes) of my deals. Then I am trying to filter the count of deals within a specific date range using my quick filters at the top of the dashboard. When applying quick filters, t read more
Hi everyone, I'm trying to track who creates a company. The only options i found are: traking by owner and tracking by user id. The problem with the first, is that when a company is created, it might be owned by someone who wasn't the creat read more
Hi @AVignetti ,
You're right, the created_by_user_id does not always show an owner. If the company was created via integrations, workflows, or...read more
Hi everyone, I need to track how many times in a certain period of time my colleagues in Sales send a proposal (which is a deal stage "Proposal Sent"). Now I can track how many deals are in this stage, but as soon as the stage changes, I wil read more
In your deal properties, you should have a property called Date entered “Proposal Sent” , which records the date when a deal moved into that stage. ...read more
Hi all, I'm trying to report on the average time between the first outreach to a lead and the first logged call . My constraints: I'm working only on the Lead object I can’t create custom properties or workflows We log activities (ca read more
Hi @COHagan8 ,
Unfortunately, you will need to create a date stamp for the first call to report on this reliabily. This will require a workf...read more