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PSarkar0 on August 08, 2022
Hi Team, While uploading a single file with a new Contact list in Hubspot I am facing a problem in the column ‘Contact Owner'. Hubspot was showing an error and was unable to upload the file. Hence had to delete that column and after that Contacts w read more
0 upvote
1 Reply
Hall of Famer | Partner
August 08, 2022 02:42
Hi @PSarkar0 , Happy to help here. Could you check which error message exactly you got? https://knowledge.hubspot.com/crm-setup/troubleshoot-...read more
peterluba on August 06, 2022
Hi, Hubspot-newbie here. I'm trying to create a report that will see the monthly amount closed per-person. This would be trivial, but we have some deals that have deal splits set up. How can I make this report? Thank you!
1 upvote
3 Replies
Participant
August 06, 2022 17:10
This will only show it based on the Owners. But I want to have it shown based on the owners (but if there are deal splits, do it by deal split)..... ...read more
SLancaster3 on August 05, 2022
Hi, I've created a Pipeline Value over Time report based on Close Date, Forecast Amount and Weighted Amount, but the report isn't pulling through the correct values from deals. All the other reports are. Does anyone have any ideas? TIA
0 upvote
4 Replies
Member
August 07, 2022 04:15
SOLVED: After a bit of trial and error, realised that it wasn't the values that were the problem, the report wasn't pulling through all the deals. I...read more
Solved
hokkonen on August 05, 2022
Our company has two separate Sales Pipelines. I'd like to see the combined funnel report in the dashboard so that I'd see the company's total count of deals in each stage on one funnel. Is that possible? At the moment we have starter but might up read more
0 upvote
2 Replies
Accepted Solution
Participant | Elite Partner
August 05, 2022 05:07
Hi @hokkonen , HubSpot has functionality within the professional tiers to create custom funnel reports . However. you aren't able to select m...read more
SCarducci on August 03, 2022
Im interested to be able to report on device type (mobile vs desktop vs tablet etc) speifically when im receiving responses to a feedback survey. would be great for this info to be stored within hubspot as a property or collected in some way.
0 upvote
1 Reply
Top Contributor | Elite Partner
August 03, 2022 21:49
Hi @SCarducci , if you analyze the feedback submission e-mail you can report on 'opens by e-mail client'. Is that an solution? See attached and the...read more
SLancaster3 on August 03, 2022
Hi, our Deal Stages appear to be in the right order in HubSpot however when I generate a Forecast Report by Deal Stage they are in wrong order. Any ideas? TIA
0 upvote
6 Replies
Contributor
August 03, 2022 12:36
Perfect, best of luck. The HubSpot community is incredible. It helped me out when I was getting started!
BHickman on August 02, 2022
Hi, I am looking to find a report / dashboard setting that would allow me to identify by current team of 10's meeting activity. Specifically, I'd like to have a view of reps on team, total meetings by set time frame and a breakdown of the meetin read more
0 upvote
1 Reply
Key Advisor
August 03, 2022 02:03
Hi @BHickman , This should be possible in an activity based report, you can segment by "Activity assigned to" and then "Call Outcome" or "Meet...read more
JoshAlhat on August 01, 2022
I want to create a report which would help me understand: -Contacts that became deals -Then weather these deals were won/lost -I want the ability to filter down contacts based on certain properties(basically not all the 100s and 1000s of cont read more
0 upvote
1 Reply
Most Valuable Member | Elite Partner
August 02, 2022 01:22
Hi @JoshAlhat Contacts and deals are quite different entities, with a many to many relationship, which may make the kind of reporting you wa...read more
AMcPherson35 on August 01, 2022
Hi I am creating quotes report. One field I would like to pull in is the quote status e.g. published. I can't find a property to use as a reporting field. Any ideas? Thanks Avril
0 upvote
1 Reply
Community Manager
August 01, 2022 14:02
Hello @AMcPherson35 Happy Monday! Currently there is not an analytics/reporting for quotes. However, the good news is that this is a feature tha...read more
Solved
AFukumoto on July 29, 2022
Our SDR goals are based on the amount of revenue created and deals created. If I'm using the Goals feature under Tracking & Analytics, I can't set up a goal to see how much revenue each SDR is generating, I can only track deals created, revenue read more
0 upvote
5 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 02, 2022 05:41
@AFukumoto a couple of questions for you. Are the SDRs creating the Deal records? If so, you can build a report showing who created the deal...read more
AFaQuin on July 29, 2022
I have several "One Time Fee Products" and Several "Month to Month" products. I would like to be able to report out on "One Time Fees" Revenue Closed by Month according to Close Date as well as Monthly Recurring Revenue. I'd also like to projec read more
0 upvote
1 Reply
Community Manager
August 01, 2022 03:13
Hi @AFaQuin Thank you for reaching out. I want to tag some of our experts on this - @danmoyle @NicoleSengers @Jnix284 @Olivia_B...read more
NMannarino on July 28, 2022
My "all deals" page shows 32 deals when it reality there are 175 but I have no filters applied. Also, when I go to "my deals" page there are a few I am unable to see but when I go into the company page I see the deal is still active and assigned read more
0 upvote
2 Replies
Member
July 29, 2022 07:26
Yes there are certain deals I am the owner of but am unable to see. I believe some of the deals I cannot see are deals that were originally owned by s...read more
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