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
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
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
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
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
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
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
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
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
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
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.
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