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RHendricks on April 19, 2024
Hey community, We are in the process of re-evaluating how we measure our customer journey metrics and are mapping to a bowtie data model (by winning by design), using hubspot 🔁 I've spent the last week frying my brain on the merits of hav read more
1 upvote
1 Reply
Thought Leader | Platinum Partner
April 19, 2024 07:50
Hey @RHendricks this is a very good question. In my experience using the bowtie model doesn’t meen having to use 1 only tool for the whole pro...read more
Glyn_C on April 17, 2024
Hi - I'm trying to create a report based on a property set on Company records. I have a field 'A', which has multiple checkbox values in it. E.g. Company 123 Field A: value 1, value 3, value 5 Company ABC Field A: value 1, value 2, val read more
0 upvote
6 Replies
Accepted Solution
Recognized Expert | Platinum Partner
April 18, 2024 08:00
Hi @Glyn_C , You can accomplish the view you're looking for using a pivot table. In this scenario, Line of Business is a multi-check...read more
HNouch on April 17, 2024
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 read more
0 upvote
1 Reply
Accepted Solution
Community Manager
April 17, 2024 17:47
Hey @HNouch thank you for posting in our Community! HubSpot provides an Audit Log feature that records various user actions, including dele...read more
zacbadgley on April 16, 2024
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 read more
0 upvote
2 Replies
April 17, 2024 09:52
Hi @Mike_Eastwood . I appreciate the response. Your site looks great and a look of things in alignment with our goals. Are you only and the team bas...read more
Scrawford-1 on April 16, 2024
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 read more
0 upvote
6 Replies
Hall of Famer | Partner
April 16, 2024 11:14
@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...read more
CRay8 on April 12, 2024
Is it possible to search my HubSpot data base for all contacts with a specific area code and build a list?
0 upvote
1 Reply
Hall of Famer | Partner
April 12, 2024 12:20
Hi @CRay8 , If you have imported or otherwise maintained the area code as a contact or company field, yes. You would follow these steps:...read more
MMatschke on April 12, 2024
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 read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Diamond Partner
April 12, 2024 12:01
Hi @MMatschke , In the custom report builder, choose the Deal and line item products and then choose a pivot table with these settings: ...read more
Tom_B on April 12, 2024
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 read more
0 upvote
4 Replies
Most Valuable Member | Elite Partner
April 16, 2024 08:28
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_...read more
EBeauquesne on April 12, 2024
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 read more
0 upvote
1 Reply
Community Manager
April 12, 2024 10:49
Bonjour @EBeauquesne , Merci d'avoir posté dans la Communauté ! Pour les suggestions de nouvelles fonctionnalités, je vous recommande tout d'...read more
justinlu on April 11, 2024
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 read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 12, 2024 00:46
Hello @justinlu , Alright, this can be achieved with the custom equation syntax of calculation properties: https://knowledge.hubspot.com/prop...read more
EKyprioti on April 11, 2024
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 read more
0 upvote
6 Replies
Accepted Solution
Key Advisor | Partner
April 16, 2024 08:49
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...read more
Arnunes on April 10, 2024
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 read more
1 upvote
5 Replies
April 10, 2024 19:02
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 ...read more
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