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RFaulkner on June 27, 2022
Does anyone know of a dashboard that I can show how many MQLs we have, who those MQLs are against and also show their progress through the sales pipeline? I want to create a dashboard I can share with my board that shows the progress of our MQL read more
0 upvote
1 Reply
Hall of Famer | Partner
June 27, 2022 02:09
Hi @RFaulkner , I'm not aware of an out-of-the-box dashboard, this probably doesn't exist. If you have a Professional subscription, thes...read more
CarlosEduardoEs on June 24, 2022
Hi! I need to calculate the Average Time on Stage by each Phase, considering that all the Deals are in Lost. On the image below, i've underlined some examples that i need to exclude on the chart, so i must only consider the columns that refers to read more
0 upvote
1 Reply
Hall of Famer | Partner
June 24, 2022 23:08
Hi @CarlosEduardoEs , From your screenshot I can't tell how you're breaking down the count of deals in each deal stage. For example, under "Ne...read more
dougfairbro on June 24, 2022
Hi there, Looking to set up a report that will show me the number of deals that have entered the sales pipeline this month. The problem I have is that the date of when a deal enters a pipeline isn't recorded. I'm aware there are properti read more
0 upvote
1 Reply
Hall of Famer | Partner
June 24, 2022 23:18
Hi @dougfairbro , This depends a bit on your sales process and how you're managing deals. Generally, a deal that enters a pipeline should not ...read more
Solved
DCowan on June 23, 2022
Hi HubSpot, I'm confused that I can make a workflow to create notifications of Deals that have a close date that is past or before another date property I have created but can't make a report to show all deals that fit the same attributes. I read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 23, 2022 21:34
Hi @DCowan , This is already being reviewed and worked on by the product team. Other users have pointed out inconsistencies in filters across ...read more
DSMerancio on June 21, 2022
When adding products, a "created on" date is visible, but a "edited on" and an "edited by" would be very useful information to know when last an item was edited and by whom. With pricing fluctuations and industry changes, this could be a useful fiel read more
0 upvote
1 Reply
Hall of Famer | Partner
June 21, 2022 23:32
Hi @DSMerancio , Requests like these are best posted to the HubSpot Ideas section of the community. The product team reviews them based on t...read more
EbarakHossain on June 21, 2022
Hi HubSpotting Friends, I need your help with this custom report. Is it possible to create a combined (for all Sales users) report that shows Sales Emails' (1 to 1) performance over time? In fact, we are looking for data on 1-to-1 emails that read more
0 upvote
1 Reply
Community Manager
June 22, 2022 14:59
Hello @EbarakHossain , thank you for reaching out to our Community. I would like to invite our top experts to share some ideas. Hi Josh @Ste...read more
timsnelling on June 20, 2022
Currently experiencing issues with safari, cannot replicate these on opera or chrome. Safari and Mac OS are up to date. Issue one : Failing to upload an attachment to an email. Fix requires a full restart of the pc. Clearing history and read more
Community Manager
June 21, 2022 05:58
Hi @timsnelling , Thank you for reaching out to the Community! We've received reports from other customers who weren't able to send emails f...read more
JoeBurchard on June 17, 2022
Hi all, I'm looking for ideas/insights on how to create a report that visualizes how many unique contacts an individual sales team member must contact to create a deal. Further, the average sales activities needed to move to each stage of a deal p read more
0 upvote
2 Replies
Contributor
June 26, 2022 15:08
Hello @JoeBurchard and thanks to @MiaSrebrnjak for the invite. I am not sure there will be a one-way answer to your question. This is becaus...read more
Solved
Pauldrew on June 17, 2022
Hi we have an SDR team who set appointments via phone, Linkedin and email for the BD team who attend them. Is there any way: Create a report to show the success of the Linkedin messages or other way of contacting such as Whatsapp message, video me read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Gold Partner
June 23, 2022 18:26
Hi @Pauldrew You can now report on sales actions - specifically meetings in this case - using a reasonably new "meeting type" field (requi...read more
SBarden8 on June 15, 2022
The Deals tab under sales shows up as completely empty. I am an intern so my account may not have access to these, just find it wierd that I can't view any of them. Shows up on coworkers accounts. Need to filter for a certain kind of deal for a proj read more
0 upvote
3 Replies
Hall of Famer | Partner
June 15, 2022 21:18
Hi @SBarden8 , If you're referring to the companies overview / index page, then no, you can't filter by deal stage here. The company view only...read more
MHelm on June 15, 2022
I'm missing ARR and MRR in company currency. We have sales in multiple currencies, which I would like to present the ARR/MRR of in one report. Currently, I have to do a custom property using amount and amount in company currency to do this.
0 upvote
1 Reply
Community Manager
June 16, 2022 12:11
Hi @MHelm , Thanks for reaching out! It's currently not possible to create ARR and MRR in company currency properties in HubSpot. Howeve...read more
StaCatS on June 13, 2022
Is there a way to show the date of the corresponding note? I'm trying to run a report capturing all the contacts that have a note containing a specific key word. In addition to filtering by note content/keyword. I would also like to be able to re read more
0 upvote
2 Replies
Key Advisor | Diamond Partner
June 14, 2022 13:29
@StaCatS if you create a HubSpot Custom Report on Contacts and include Sales Activities, you can create a pivot table that shows both sales notes a...read more
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