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Glyn_C on Abril 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 Leia mais
0 avaliações positivas
6 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Platinum
Abril 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...Leia mais
HNouch on Abril 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 Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Gerente da Comunidade
Abril 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...Leia mais
zacbadgley on Abril 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 Leia mais
0 avaliações positivas
2 Respostas
Abril 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...Leia mais
Scrawford-1 on Abril 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 Leia mais
0 avaliações positivas
6 Respostas
Membro do Hall da Fama | Parceiro
Abril 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...Leia mais
CRay8 on Abril 12, 2024
Is it possible to search my HubSpot data base for all contacts with a specific area code and build a list?
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Abril 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:...Leia mais
MMatschke on Abril 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 Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Diamante
Abril 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: ...Leia mais
Tom_B on Abril 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 Leia mais
0 avaliações positivas
4 Respostas
Participante de valor | Parceiro Elite
Abril 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_...Leia mais
EBeauquesne on Abril 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Abril 12, 2024 10:49
Bonjour @EBeauquesne , Merci d'avoir posté dans la Communauté ! Pour les suggestions de nouvelles fonctionnalités, je vous recommande tout d'...Leia mais
justinlu on Abril 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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 12, 2024 00:46
Hello @justinlu , Alright, this can be achieved with the custom equation syntax of calculation properties: https://knowledge.hubspot.com/prop...Leia mais
EKyprioti on Abril 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 Leia mais
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6 Respostas
Accepted Solution
Conselheiro(a) de destaque | Parceiro
Abril 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...Leia mais
Arnunes on Abril 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 Leia mais
1 avaliações positivas
5 Respostas
Abril 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 ...Leia mais
zacbadgley on Abril 09, 2024
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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 11, 2024 00:21
@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...Leia mais
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