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Solved
rafazatti on May 29, 2024
I need to create a report to understand the volume of my leads per channel. The idea is to show how many leads each channel brings every month in each lifecycle stage. This should reflect the fluctuations rather than cumulative numbers. To achieve t read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 29, 2024 09:05
Hi @rafazatti , That's correct - your report shows when a contact was created and which lifecycle stage they have now. If you want to se...read more
MichB3 on May 28, 2024
Hello HubSpot Community! My org is on the Starter plan, so I don't have access to custom reporting. I want to create a simple activity report that uses the following criteria - date range, Activity type=Meeting, Outcome=Complete, and the report show read more
0 upvote
1 Reply
Hall of Famer | Partner
May 28, 2024 11:17
Hi @MichB3 , If none of the reports from the library meet your requirements, then unfortunately this won't be possible in a Starter portal. Cu...read more
HGupta9 on May 28, 2024
Hi community, Have you ever built a single report that includes all the items for the sales reps - number of calls made, - number of demo meetings , - number of signed quotes - Number of close won deals if yes could you share read more
0 upvote
1 Reply
Hall of Famer | Partner
May 28, 2024 10:22
Hi @HGupta9 , It's not possible to do this within one report, as the report would require multiple data sources (activities, quotes, deals) wi...read more
ACox93 on May 28, 2024
New to hubspot so just wanting some advice on how to create a dashboard that will show my total revenue a month and the length of the deals i have
0 upvote
2 Replies
Member
May 28, 2024 10:24
Hi Josh, thanks for getting back to me - we'd be wanting to see how long it’s been on the pipeline
EvaUR on May 28, 2024
Hi! I'm trying to gain some insights in the behaviors of our customers. To that end, I want to build a report that shows me how many of our contacts order the same product twice or more. We associate deals with our contacts, and those deals have read more
0 upvote
1 Reply
Participant
May 28, 2024 10:48
Hi @EvaUR - For this you need to create custom properties & workflows. eg.- Lets say you have 3 products a (Product id -1) b (Product id -...read more
AEtman on May 27, 2024
Is it possible to display both Charts and Report Details (Summarized/Unsumarrized data) when opening/viewing a report without customizing it? The idea would be to make both information pieces available within the same report. I've not found read more
0 upvote
2 Replies
Contributor
May 29, 2024 03:58
Hello Diana, thanks for your replyl! What I meant was if the possibility existed to display both a graph and table results (Regardless whether i...read more
Solved
ABecker32 on May 27, 2024
Hallo zusammen, ich möchte gerne in Hubspot einen Bericht erstellen, indem ich sehen kann, um welche Uhrzeit meine Seller unsere Leads anrufen. Beispiel: Berichtauswertung: Seller A hat 400 Leads nach 18:00 Uhr angerufen und davon 200 erreic read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 27, 2024 05:19
Hallo @ABecker32 , im benutzerdefinierten Berichtsdesigner kommt man an die Uhrzeit heran, siehe Screenshot, ist nur etwas versteckt: https:/...read more
Solved
PPenev_1 on May 24, 2024
Hi Everyone, I'm having an issue with exporting Deal information from a HubSpot report in an Excel file. If a deal is linked to multiple companies, its information gets duplicated, based on the Company ID, which forces us to do lots of manual wo read more
1 upvote
5 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 24, 2024 09:43
Hey @PPenev_1 have you tried editing the column in the view and exporting only that information? This way you get to see only that information...read more
Tom_B on May 24, 2024
Hi, In our Sales Department, we've set up Teams per region/language (e.g. French, German, etc) which is their Primary Team , but we're running into issues when someone's account becomes deactivated on how firstly to auto-remove them from the da read more
0 upvote
2 Replies
Participant
May 27, 2024 03:04
Hi Josh, Thank you for the quick feedback; I had been fearing that this would've been the case already. Unfortunately, there's about a dozen grap...read more
CBowden on May 23, 2024
Our Sales manager manages multiple reps of which my team develops campaigns for. Does anyone have an great Sales Rep progress dashboard they are willing to share?
0 upvote
3 Replies
Most Valuable Member | Elite Partner
May 28, 2024 08:36
Thanks for the tag @BérangèreL . That's a great list of resources for @CBowden . I agree with @HubSpot_Corey on this. In short, it depends...read more
IManiero on May 23, 2024
Hello! I'm looking to report on the effect of a sequence on pipeline efficiency. The metrics I'm interested in are: - How long deals stay in a specific stage of the pipeline and; - How quickly deals move down the pipeline I'm interested in a read more
0 upvote
1 Reply
Contributor
May 24, 2024 01:29
Hi @IManiero , Navigate to Sales > Reports > Create Report and searching for "Deal Time Spent in Each Stage". Hope this helps! Thanks
IManiero on May 23, 2024
Hello! I'm looking to create a report on the effect of a sequence on pipeline efficiency. The metrics I'm interested in are: - How long deals currently stay at a specific stage of the pipeline and; - Overall deal velocity (how quickly deals move read more
0 upvote
1 Reply
Community Manager
May 24, 2024 04:03
Hi @IManiero , Thank you for checking with the Community! First, I'd like to share this article " Create custom funnel reports (BETA) " that mig...read more
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