Hey community, We are in the process of re-evaluating how we measure our customer journey metrics and are mapping to a bowtie data model (by winning by design), using hubspot 🔁 I've spent the last week frying my brain on the merits of hav read more
Hey @RHendricks
this is a very good question.
In my experience using the bowtie model doesn’t meen having to use 1 only tool for the whole pro...read more
Hi - I'm trying to create a report based on a property set on Company records. I have a field 'A', which has multiple checkbox values in it. E.g. Company 123 Field A: value 1, value 3, value 5 Company ABC Field A: value 1, value 2, val read more
Greetings, Since I've encountered this exact demand in my work, I wish to know if it's possible to monitor who deleted what element in Reports. I wish to create a dashboard monitoring all deleted elements (deals, proprieties, contacts, comp read more
Hey @HNouch thank you for posting in our Community!
HubSpot provides an Audit Log feature that records various user actions, including dele...read more
I am seeking outside support to help set up a marketing attribution model, improved conversion tracking, and detailed web analytics. I am looking to utilize the HubSpot Integrations and ultimately use HubSpot as our single source of truth when it co read more
Hi @Mike_Eastwood . I appreciate the response. Your site looks great and a look of things in alignment with our goals. Are you only and the team bas...read more
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 read more
@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...read more
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 read more
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 read more
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_...read more
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 read more
Bonjour @EBeauquesne , Merci d'avoir posté dans la Communauté !
Pour les suggestions de nouvelles fonctionnalités, je vous recommande tout d'...read more
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 read more
Hello @justinlu ,
Alright, this can be achieved with the custom equation syntax of calculation properties: https://knowledge.hubspot.com/prop...read more
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 read more
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...read more
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 read more
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 ...read more