Hi there! I know that there is a template to calculate average (or max/min/total) time deals spent in a specific stage. I wonder if there is a possibility to create a distribution or percentile based on this data. For example, I want to know ho Lire la suite
I am looking to track meetings from previous weeks and separate them into 3 buckets: Meetings with new leads: If this is the first meeting with a company, how can we track this? Meetings with open deals: Tracking all of the meetings with ongo Lire la suite
Hi Team, We have been trying to establish and use Average First Response Time based on SLA due date for quite some time now but have not been successful in generating the report. We only operate during weekdays from 8am to 6pm Australian Ti Lire la suite
We have our forecast meetings weekly, and I'm looking for a way to highlight the deals that went to close won or got pushed out of the quarter as well as any increases or decreases in the deal amounts. I've played with custom reports but cannot iden Lire la suite
Hi, I am trying to create a report to show contacts with bounced emails from sequences. I have created the report but when I try to export, the full name does not show. Is there a way where I can see the contacts email bounced and when exporting Lire la suite
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with Lire la suite
I've been using the Call Outcomes on my dashboard for a few years now. There has always been a small icon, which lets you switch between CHART view and TABLE view.
The other day I switched to TABLE view and saved.
I then w Lire la suite
Hey, Is there a chance to create a report that shows how much time each deal spent in each pipeline stage? Example. Owner: Jack Deal Name: XYZ Time in Contact established stage: 7 days Time in Demo Pitched stage: 21 days
Hey Hubspot Community! Is there a way for me to restrict certain reports from a user? Say for instance I want my Biz Dev team to be able to create their own reports but I don't want them to have the ability to see what another Biz Dev team member i Lire la suite
I am trying to create a report to add to our Sales dashboard noting any time a deal is created over a certain threshold. We have pretty standard pricing and I want to make sure these outliers are noted and reviewed. Any guidance is appreciated.