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SHanegan en Marzo 26, 2024
Hello, I am trying to create a report where I can track when a specific form is submitted and their contact has a deal associated with it. I eventually want to see how many people who have submitted a form on our website actually turn into a deal Leer más
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4 Respuestas
Miembro del salón de la fama | Partner
Marzo 27, 2024 02:29
@SHanegan none that scales well if you have multiple forms, but yes, there are. The first one would be customer journey analytics. You could,...Leer más
TViệt en Marzo 26, 2024
I have issues to manage the Sale team. Then, sale member confirm done or cancel task on their deal, but the field last modified date is no change. I will prove with my code: portal : 6319203 deal_id: 18166115973 const dayjs = requir Leer más
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1 Respuestas
Administrador de la comunidad
Marzo 26, 2024 18:59
Hey @TViệt , thank you for posting in our Community! Please ensure that your sales team members have the necessary permissions and access ri...Leer más
CBowler en Marzo 25, 2024
Hello, I would like to add a report to my sales team dashboard that shows a month-to-date percentage based on the closed won deal amount vs. their monthly quota. It needs to be a month-to-date percentage based on the number of working days per Leer más
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3 Respuestas
Miembro
Marzo 28, 2024 01:38
Hi @CBowler , You can track the month to date quota attainment percentage with Dear Lucy , even with traffic lights if you'd like. Works on ind...Leer más
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Susancolleman en Marzo 25, 2024
How can I establish measurable service KPIs, implement automation to streamline service processes, and leverage HubSpot's reporting? Any insights, strategies, or case studies to share on optimizing service goals within the HubSpot platform? Leer más
1 Me gusta
3 Respuestas
Accepted Solution
Asesor destacado | Partner nivel Diamond
Marzo 25, 2024 03:31
Hey @Susancolleman Kindly go through this article here this is a great resource if you looking to create and measure service goals: https://...Leer más
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JJesto en Marzo 22, 2024
Hi Good day, Hoping that Hubspot Team can create on a reports with a two type of filtering same source by catetgory in X axis or Y Axis from a Combination Chart. Ex. We can filter Count of Deal in Y axis(1) = is any of ( Closed only, Generate Deal Leer más
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7 Respuestas
Accepted Solution
Miembro
Marzo 26, 2024 12:11
I tried your solution it's good but I'm hoping on the workaround you mention. Thank you! @karstenkoehler
charlierapple en Marzo 22, 2024
Spoiler (Resaltar para leer) Hi, I am trying to set up a report mapping two deal values (full and weighted) against target (goal). When I add the goal one of the deal values stops displaying. Is it possible to display all 3 in one report, pleas Leer más
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1 Respuestas
Administrador de la comunidad
Marzo 22, 2024 18:17
Hey @charlierapple , thank you for posting in our Community! Ensure that all three values are sourced from the same data set or are compatib...Leer más
Kjones11 en Marzo 22, 2024
Hi There! I was wondering if there was a way to be able to track the time spent in meetings? Thank you!
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2 Respuestas
Miembro
Marzo 25, 2024 05:35
Hi Pam! Thank you so much for the quick response! I am sorry, I wasn't very clear in my question. So I do know that on Meetings it does show meeting...Leer más
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AZlotko en Marzo 21, 2024
Hello community! I'm trying to set up HubSpot properly and have encountered an issue I don't know how to overcome. I need your help. In common practice, a certain contact can change its lifecycle stages forward and backward. Leer más
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 21, 2024 10:32
Hi @AZlotko , HubSpot expects contacts to only go forward in lifecycle stages, never backward. While this may be unintuitive at first, it's be...Leer más
KSchmidt8 en Marzo 20, 2024
We have a need to reformat a Custom Object record to basically transpose the list of columns from horizantal to vertical so that we could save that to a pdf or export it for use in next step of workflow outside of Hubspot. For our example we are ca Leer más
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3 Respuestas
Participante
Marzo 27, 2024 14:51
Thank you Ryan, we have m365 environment so we'd need this idea to work with excel and I don't see an app to connect for excel. Let me know if I'm m...Leer más
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ajkinbrum en Marzo 19, 2024
Hey orange hive I've been dabbling with apollo.io for a while, and I'm finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don't want all the contacts I ap Leer más
Accepted Solution
Líder intelectual | Partner nivel Platinum
Marzo 20, 2024 10:33
Hwy @ajkinbrum so when ever you pull contact's information from a 3rd party toll the source in the property Original Source will be Offline ...Leer más
MCourtney0 en Marzo 19, 2024
Hi, I'd like to add on my report a count of days from the deal creation date. I'm assuming I'd have to create a calulation deal property to do this but unsure of the formula, please could I get some help? Thank you!
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1 Respuestas
Miembro del salón de la fama | Partner
Marzo 19, 2024 13:41
Hi @MCourtney0 , You're correct, a calculation property is the right approach - not however the custom formula but the "time between" calculat...Leer más
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MCourtney0 en Marzo 19, 2024
Hi, I'm having issues with a repost i'm creating where a blank coloum keeps appearing. I've attached an image of my report, is there anyway to get rid of it? It just means that the text isn't getting shown in full due to the extra column. Thank Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 19, 2024 13:23
Hi @MCourtney0 , This is a pivot table which expects a column with values. As you haven't specified any property to be the value column, it's ...Leer más
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