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BBellon le Mars 28, 2024
Today users can create a recurring email of a dashboard or report to be sent daily, weekly or monthly. Many businesses need to send reports once a quarter. I'd like the current drop-down that is shown when recurring email is selected to add "quarter Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mars 29, 2024 02:13
Hi @BBellon , You're correct, this is unfortunately not possible at this stage. The best place for these kinds of suggestions is the HubSpot I...Lire la suite
CStrand3 le Mars 28, 2024
Hey, I'm looking to see if I can place a point-in-time graph on particular companies, specifically tracking changes in their employee count. We need to track this for a particular contract. -Christopher
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mars 29, 2024 02:18
Hi @CStrand3 , This is unfortunately not possible in HubSpot, at least not out of the box. Reports will always show the status quo and not loo...Lire la suite
SHanegan le Mars 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 Lire la suite
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4 Réponses
Au panthéon de la communauté | Partenaire solutions
Mars 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,...Lire la suite
TViệt le Mars 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 Lire la suite
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1 Réponse
Gestionnaire de communauté
Mars 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...Lire la suite
CBowler le Mars 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 Lire la suite
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3 Réponses
Membre
Mars 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...Lire la suite
Résolues
Susancolleman le Mars 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? Lire la suite
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Accepted Solution
Conseiller clé | Partenaire solutions Diamond
Mars 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://...Lire la suite
Résolues
JJesto le Mars 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 Lire la suite
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Accepted Solution
Membre
Mars 26, 2024 12:11
I tried your solution it's good but I'm hoping on the workaround you mention. Thank you! @karstenkoehler
charlierapple le Mars 22, 2024
Révélation (Surlignez pour lire) 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, p Lire la suite
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1 Réponse
Gestionnaire de communauté
Mars 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...Lire la suite
Kjones11 le Mars 22, 2024
Hi There! I was wondering if there was a way to be able to track the time spent in meetings? Thank you!
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2 Réponses
Membre
Mars 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...Lire la suite
Résolues
AZlotko le Mars 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. Lire la suite
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3 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 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...Lire la suite
KSchmidt8 le Mars 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 Lire la suite
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3 Réponses
Participant
Mars 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...Lire la suite
Résolues
ajkinbrum le Mars 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 Lire la suite
Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Mars 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 ...Lire la suite
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