Greetings, Since I've encountered this exact demand in my work, I wish to know if it's possible to monitor who deleted what element in Reports. I wish to create a dashboard monitoring all deleted elements (deals, proprieties, contacts, comp Beitrag ansehen
I am seeking outside support to help set up a marketing attribution model, improved conversion tracking, and detailed web analytics. I am looking to utilize the HubSpot Integrations and ultimately use HubSpot as our single source of truth when it co Beitrag ansehen
Hi @zacbadgley
Curious to learn more about your request... I'm a HubSpot Geek based in New Zealand, have a look at www.webalite.com and if...Beitrag ansehen
Hello Hub Community! I'm struggling with editing a report, to show more specific data; We currently have a report showing by 'Project Value' on the Y axis and 'Project Manager' on the X axis I would like to split the individual bar cha Beitrag ansehen
@Scrawford-1 you could reach out to an admin (the person who invited you) and ask if they can adjust your permissions. If not, you can export the r...Beitrag ansehen
Hi @CRay8 ,
If you have imported or otherwise maintained the area code as a contact or company field, yes.
You would follow these steps:...Beitrag ansehen
I'm trying to build a report that looks at total line item sales by company, over a period of time. I can't seem to get a total $ amount of line items however; it seems to only report on whole order/Deal totals. An example of what I'm trying to buil Beitrag ansehen
Hi @MMatschke ,
In the custom report builder, choose the Deal and line item products and then choose a pivot table with these settings:
...Beitrag ansehen
Hello all, I'd like to recreate the default Reports, although I just checked via Chat with a HubSpot Representative that it's not possible at this time to simply duplicate and customise these. Does anybody have any idea (preferably screensho Beitrag ansehen
Thanks for the tag @PamCotton - +1 for the resources and screenshots from @HubSpot_Corey here. Nothing more I can add. Hope it worked out, @Tom_...Beitrag ansehen
Je cherche a réaliser un rapport sous forme de tableau des résultats de mes séquences 2024. Je voudrais que ce tableau contienne en ordonné : les différentes séquences et en abscisse : le nombre d'inscriptions, ouvertures et clics par fonctions pro Beitrag ansehen
Bonjour @EBeauquesne , Merci d'avoir posté dans la Communauté !
Pour les suggestions de nouvelles fonctionnalités, je vous recommande tout d'...Beitrag ansehen
Hello! I'm trying to figure out how to build a report that allows me to see, by week, the percentage of leads (that already became MQLs) that are converting to MQLs within the 1st week, 2nd, 3rd, nth... I can see the average time it takes f Beitrag ansehen
Hello @justinlu ,
Alright, this can be achieved with the custom equation syntax of calculation properties: https://knowledge.hubspot.com/prop...Beitrag ansehen
Hi everyone, I am trying to create some reports for the following conversions which include a percentage ( ratio) too : Lead form submission ( MQL) → Meeting Booked Meeting Booked → Meeting Done Meetings Done → Signups Signup → Paid Beitrag ansehen
For funnel reports you'd need to either use the deal stage or the contact lifecycle stage. So if you need this calculated you'd either need to set it...Beitrag ansehen
We're having a hard time making it available for leaders to have visibility into the metrics in the structures below them Currently we have a macro team, such as Team A, this team A has 3 other managers who take care of 3 other teams, for exampl Beitrag ansehen
Hi @Arnunes It seems there might be a mix-up between visibility settings and the use of ownership in your reports. The visibility level should ...Beitrag ansehen
I am a marketer responsible for driving trials. I am having a hard time tying the contact attributes like a form fill, lifecycle stage, and source to a deal and it's stage. My goal is to be able to look back at trials generated in a previous mo Beitrag ansehen
@zacbadgley I don't see an issue with submitting the form via API or updating the contact record via API. You would simply set the hidden field val...Beitrag ansehen
Hi, I am fairly new to reporting and dashboards. My CEO wants a dashboard that shows all our target accounts (a custom created property in the company record) and status of activity and deals for each of those acconts all in one place. I am tryi Beitrag ansehen
Hey @MJMacpherson
this is easy.
You can create a company +deals report
and use the filter tab were your custom property value is "know" or t...Beitrag ansehen