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Scrawford-1 le Avril 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 Lire la suite
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6 Réponses
Au panthéon de la communauté | Partenaire solutions
Avril 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...Lire la suite
CRay8 le Avril 12, 2024
Is it possible to search my HubSpot data base for all contacts with a specific area code and build a list?
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Avril 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:...Lire la suite
Résolues
MMatschke le Avril 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 Lire la suite
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2 Réponses
Accepted Solution
Expert reconnu | Partenaire solutions Diamond
Avril 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: ...Lire la suite
Tom_B le Avril 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 Lire la suite
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4 Réponses
Membre irremplaçable | Partenaire solutions Elite
Avril 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_...Lire la suite
EBeauquesne le Avril 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 Lire la suite
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1 Réponse
Gestionnaire de communauté
Avril 12, 2024 10:49
Bonjour @EBeauquesne , Merci d'avoir posté dans la Communauté ! Pour les suggestions de nouvelles fonctionnalités, je vous recommande tout d'...Lire la suite
Résolues
justinlu le Avril 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 Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Avril 12, 2024 00:46
Hello @justinlu , Alright, this can be achieved with the custom equation syntax of calculation properties: https://knowledge.hubspot.com/prop...Lire la suite
EKyprioti le Avril 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 Lire la suite
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5 Réponses
Conseiller clé | Partenaire solutions
Avril 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...Lire la suite
Arnunes le Avril 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 Lire la suite
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5 Réponses
Contributeur
Avril 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 ...Lire la suite
Résolues
zacbadgley le Avril 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 Lire la suite
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4 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Avril 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...Lire la suite
MJMacpherson le Avril 08, 2024
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 Lire la suite
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2 Réponses
Leader d'opinion | Partenaire solutions Platinum
Avril 09, 2024 08:29
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...Lire la suite
SSteward9 le Avril 05, 2024
We have line items that have associated core charges, currently set up as an additional dollar amount on the line item. How do we get it so that when we select a product with a core charge to show the associated core charge on a quote and inevitably Lire la suite
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Participant
Avril 08, 2024 11:56
Hi @SSteward9 , Nice to meet you! We have an quote automation app for HubSpot called Portant . It it will give you more control over the d...Lire la suite
Résolues
BMitchell87 le Avril 05, 2024
Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't fi Lire la suite
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2 Réponses
Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Avril 05, 2024 05:30
Hey @BMitchell87 you can try to build a custom report for the object company and sales activity you can use the table format and add as a...Lire la suite
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