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SHanegan on March 26, 2024
Hello, I am trying to create a report where I can track when a specific form is submitted and their contact has a deal associated with it. I eventually want to see how many people who have submitted a form on our website actually turn into a deal read more
0 upvote
4 Replies
Hall of Famer | Partner
March 27, 2024 02:29
@SHanegan none that scales well if you have multiple forms, but yes, there are. The first one would be customer journey analytics. You could,...read more
TViệt on March 26, 2024
I have issues to manage the Sale team. Then, sale member confirm done or cancel task on their deal, but the field last modified date is no change. I will prove with my code: portal : 6319203 deal_id: 18166115973 const dayjs = requir read more
0 upvote
1 Reply
Community Manager
March 26, 2024 18:59
Hey @TViệt , thank you for posting in our Community! Please ensure that your sales team members have the necessary permissions and access ri...read more
CBowler on March 25, 2024
Hello, I would like to add a report to my sales team dashboard that shows a month-to-date percentage based on the closed won deal amount vs. their monthly quota. It needs to be a month-to-date percentage based on the number of working days per read more
0 upvote
3 Replies
Member
March 28, 2024 01:38
Hi @CBowler , You can track the month to date quota attainment percentage with Dear Lucy , even with traffic lights if you'd like. Works on ind...read more
Solved
Susancolleman on March 25, 2024
How can I establish measurable service KPIs, implement automation to streamline service processes, and leverage HubSpot's reporting? Any insights, strategies, or case studies to share on optimizing service goals within the HubSpot platform? read more
1 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
March 25, 2024 03:31
Hey @Susancolleman Kindly go through this article here this is a great resource if you looking to create and measure service goals: https://...read more
Solved
JJesto on March 22, 2024
Hi Good day, Hoping that Hubspot Team can create on a reports with a two type of filtering same source by catetgory in X axis or Y Axis from a Combination Chart. Ex. We can filter Count of Deal in Y axis(1) = is any of ( Closed only, Generate Deal read more
0 upvote
7 Replies
Accepted Solution
Member
March 26, 2024 12:11
I tried your solution it's good but I'm hoping on the workaround you mention. Thank you! @karstenkoehler
charlierapple on March 22, 2024
Spoiler (Highlight to read) Hi, I am trying to set up a report mapping two deal values (full and weighted) against target (goal). When I add the goal one of the deal values stops displaying. Is it possible to display all 3 in one report, please read more
0 upvote
1 Reply
Community Manager
March 22, 2024 18:17
Hey @charlierapple , thank you for posting in our Community! Ensure that all three values are sourced from the same data set or are compatib...read more
Kjones11 on March 22, 2024
Hi There! I was wondering if there was a way to be able to track the time spent in meetings? Thank you!
0 upvote
2 Replies
Member
March 25, 2024 05:35
Hi Pam! Thank you so much for the quick response! I am sorry, I wasn't very clear in my question. So I do know that on Meetings it does show meeting...read more
Solved
AZlotko on March 21, 2024
Hello community! I'm trying to set up HubSpot properly and have encountered an issue I don't know how to overcome. I need your help. In common practice, a certain contact can change its lifecycle stages forward and backward. read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 21, 2024 10:32
Hi @AZlotko , HubSpot expects contacts to only go forward in lifecycle stages, never backward. While this may be unintuitive at first, it's be...read more
KSchmidt8 on March 20, 2024
We have a need to reformat a Custom Object record to basically transpose the list of columns from horizantal to vertical so that we could save that to a pdf or export it for use in next step of workflow outside of Hubspot. For our example we are ca read more
0 upvote
3 Replies
Participant
March 27, 2024 14:51
Thank you Ryan, we have m365 environment so we'd need this idea to work with excel and I don't see an app to connect for excel. Let me know if I'm m...read more
Solved
ajkinbrum on March 19, 2024
Hey orange hive I've been dabbling with apollo.io for a while, and I'm finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don't want all the contacts I ap read more
Accepted Solution
Thought Leader | Platinum Partner
March 20, 2024 10:33
Hwy @ajkinbrum so when ever you pull contact's information from a 3rd party toll the source in the property Original Source will be Offline ...read more
MCourtney0 on March 19, 2024
Hi, I'd like to add on my report a count of days from the deal creation date. I'm assuming I'd have to create a calulation deal property to do this but unsure of the formula, please could I get some help? Thank you!
0 upvote
1 Reply
Hall of Famer | Partner
March 19, 2024 13:41
Hi @MCourtney0 , You're correct, a calculation property is the right approach - not however the custom formula but the "time between" calculat...read more
Solved
MCourtney0 on March 19, 2024
Hi, I'm having issues with a repost i'm creating where a blank coloum keeps appearing. I've attached an image of my report, is there anyway to get rid of it? It just means that the text isn't getting shown in full due to the extra column. Thank read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 19, 2024 13:23
Hi @MCourtney0 , This is a pivot table which expects a column with values. As you haven't specified any property to be the value column, it's ...read more
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