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DSantin1 on November 12, 2024
I want to be able to pull a report for a specific company detailing the number of deals, their stages, the number of meetings we've held, number of tasks, emails sent.
1 Likes
2 Antworten
Vordenker/-in | Platinum Partner
November 12, 2024 12:51
Hi @DSantin1 if you have a PRO licence you should be able to build this as a custom report in a table format. Have you tried this?
Gelöst
SRomankiw on November 12, 2024
Hi, I've been asked for a report that shows the count of companies per count of deals closed, i.e. how many companies with 2 deals closed this year, how many with 3 closed deals etc etc. Is there a way to create a report that features a count of a Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
November 12, 2024 09:11
Hi @SRomankiw , This is unfortunately not so straight forward and unintuitively complicated. It mainly has to do with the fact that you cannot...Beitrag ansehen
Gelöst
kydoherty on November 11, 2024
Hi Guys - the built in Lead Funnel reporting for the new prospecting tool is great. Super easy to get visibility quickly into prospecting pipeline. However, I'd like to also be able to see the same funnel report (new > attempting, connected, Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
November 12, 2024 00:15
Hi @kydoherty , Happy to help here. 'Does the company have any open leads' - This is best solved with a calculation property and the bel...Beitrag ansehen
Gelöst
AJ_Kakrot on November 11, 2024
Hello, I want to create deal funnel conversion report it's fine to have funnel or custom report. My end goal of of having these reports, 1. Deal Conversions by Deal Sources For month over month I want to create deal conversion reports an Beitrag ansehen
0 Likes
5 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
November 11, 2024 10:38
Hi @AJ_Kakrot , If you're looking for conversion rates, then HubSpot currently does not have any features which would let you visualize this o...Beitrag ansehen
Gelöst
Sondre_M on November 11, 2024
  Hey knowledgeable people. I have drafted the report I want to create in Hubspot, but as far as I know, it is not currently possible in HS. So I guess this has to be a third party application that can do this, and extract the right infor Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Trendsetter/-in | Diamond Partner
November 11, 2024 09:26
Hi @Sondre_M , Recurring Revenue Reporting is only on Sales or Service Enterprise . As mentioned above, you'd either need a 3rd party applica...Beitrag ansehen
Gelöst
JLynch7748 on November 08, 2024
New to HubSpot and working on an existing setup. We have the ability to associate a company to a company. How can I get a report that shows companies associated with another company? I do not see it as a Custom Object. Thanks in advance,
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
November 08, 2024 16:41
Hi @JLynch7748 , What exactly should that report show? Do you just want a list if companies associated to companies? The latter can be a...Beitrag ansehen
Gotcha on November 08, 2024
This is a report that is designed to show the amount of deals won last month. Properties Amount Company Filters Deal stage = Closed Won Date Property Date Entered Closed Won I also have a report to show what was quoted last month t Beitrag ansehen
0 Likes
6 Antworten
Mitwirkender/Mitwirkende
November 08, 2024 11:56
Not a bug. It's working as it should. The sum is all deals including those that don't have an associated company. The deals in the graph are onl...Beitrag ansehen
Gelöst
LinhDao on November 08, 2024
Hi, We have a 'Contact us' page that has a contact form, and our contact details (email address, phone number). And a lot of the times, instead of filling in the form, the prospect either will call / click on the email address link or copy the Beitrag ansehen
0 Likes
3 Antworten
Akzeptierte Lösung
Stratege/Strategin
November 08, 2024 06:45
Hey @LinhDao there's a solution!! By setting up Custom Events Hubspot is able to attribute behaviour before conversion! You set the event on...Beitrag ansehen
Gelöst
Steven785 on November 08, 2024
Hello HubSpot community, I would like to add a calculated number to my service dashboard. It should show the percentage of tickets with a certain category (f. e. "technical error"). The formula itseld is easy: (number of tickets within that cate Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
November 08, 2024 03:45
Hi @Steven785 , Calculation properties are always calculated per record, not across records – that's why it's not possible to have one propert...Beitrag ansehen
Gelöst
Gotcha on November 07, 2024
Is this snip a complete and accurate report of everything these people logged in HubSpot? Is there any chance, there are calls, emails, notes etc that would show here? My only salesperson is towards the bottom, while my service coordinator is almos Beitrag ansehen
1 Likes
8 Antworten
Akzeptierte Lösung
Mitwirkender/Mitwirkende
November 08, 2024 03:18
I would sync with the sales rep to compare the inbox and HubSpot. In my experience, email logging is the easiest of these to make it work. So, I wo...Beitrag ansehen
Gelöst
SBash1 on November 06, 2024
I have a journey report based on deal stages and filtered by a contact list. My contact list has 300 people in it but the journey report is only including 265. I have checked the filters and they are the same but for some reason when I want to see Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
November 06, 2024 14:10
Hi @SBash1 , Funnel reports automatically filter by records entering the first funnel step within the specified date range. If deals have skip...Beitrag ansehen
Gelöst
VRakitski on November 05, 2024
Hi there I'd like to create a custom report which shows the number of tickets of a specific pipeline at each stage of this pipeline at present and next to it would show the corresponding numbers 7 days ago (or other custom period). It could be bar Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
November 05, 2024 05:40
Hi @VRakitski , Unfortunately no, this does currently not exist. While there is an equivalent for deals ('Historical snapshots' in the sales a...Beitrag ansehen
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