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Leigh-at-BLINK on März 15, 2024
We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who Beitrag ansehen
Mitwirkender/Mitwirkende
März 15, 2024 18:26
Hi @Leigh-at-BLINK Have you tried using views? https://knowledge.hubspot.com/view-and-filter-lists Views are a little easier to set up th...Beitrag ansehen
TShemesh8 on März 15, 2024
Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain pr Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
März 15, 2024 09:09
Hi @Jigar_Thakker , sorry if I wasn't clear in my question - I want to report on the average MRR for all deals in a market. To do that I've run a r...Beitrag ansehen
KLallemont on März 13, 2024
Is there a way to add goals to a dashboard? Our team leads have set deal and call goals for each of their team member (about 5 people on each team) and would like to see on their dashboard each individual's call/deal count compared to their goal. Th Beitrag ansehen
1 Likes
1 Antwort
Vordenker/-in | Platinum Partner
März 13, 2024 12:37
Hey @KLallemont yes you can have a calls report compared with the goal and filter for a specific user would be like this hope this hel...Beitrag ansehen
CClark3 on März 12, 2024
Hello, I'm running into a bit of dilemna. I want to build a dashboard/report in Hubspot to point out any changes to a deal where a close date has changed, or any field. I know its not possible to show changes that were made but I would like to a Beitrag ansehen
1 Likes
2 Antworten
Vordenker/-in | Platinum Partner
März 12, 2024 10:50
Hey @CClark3 so the only way to see manually how it was modified is entering manually to each record here If you only want to see the us...Beitrag ansehen
SComeau on März 12, 2024
Hello, I am trying to figure out how to create a report that will show me which companies have Open Deals of a certain filtered type. I need to find out which companies have a Deal Type "A" AND Deal Type "B" Open. We have two types of products that Beitrag ansehen
0 Likes
3 Antworten
Berühmtheit | Partner
März 12, 2024 10:43
@SComeau duplicates are typically due to the report source. If you don't want to see deal duplicates, try making deals the primary report data sour...Beitrag ansehen
A_Rubio1 on März 12, 2024
Hey Community, A week ago in the Hubspots reports they said they were Custom Report (in the Export Type field) now I see that SnowFlake Report appear. Is there a way to change this? I see that there are limitations in this type of Repor Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
März 13, 2024 04:46
Hi @A_Rubio1 , Thanks for asking the Community! Just to make sure that I understand correctly, you are using the Snowflake integration and you...Beitrag ansehen
Gelöst
MLatulippe on März 10, 2024
Hi! I've created a report that shows all contacts that have filled a specific form to contact our sales team. The goal is to show all contacts acquired from this form since the beginning of the year. My issue is that we often have current customer Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
März 11, 2024 01:20
Hi @MLatulippe , This can be done but isn't straight forward. First, you would have to create a date property that a workflow sets whene...Beitrag ansehen
IPrescott on März 08, 2024
Hello, I am trying to track to Average time to first response to customers for my team. I have Mon - Fri 8 AM Eastern time - 5:00 PM Eastern time set for the inbox SLA. When a new email comes in a new ticket is created. If the ticket is cre Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
März 11, 2024 06:07
Hi @IPrescott , I hope that you are well! I understand that you'd like to have an average time to first response of tickets excluding weekends fo...Beitrag ansehen
Gelöst
Kaluginbill on März 08, 2024
I'm trying to report on our sales team's "activities" and for some reason, I do not have the option to select all of the different types of activities. This is really limiting our ability to use the "activities" as a sales team because our sale Beitrag ansehen
0 Likes
4 Antworten
Accepted Solution
Teilnehmer/-in
März 08, 2024 13:42
I figured this out. I thought because the standard HubSpot report did not have that as an option, that it was not an option but I found a way to repo...Beitrag ansehen
WWiant12 on März 07, 2024
HI Hubspot Community! We are trying to recreate a report that we had in Salesforce for our CEO and with the help of support we were able to create it. That's the good news. Our struggles are around 2 things: 1. How do we get rid of the screen to th Beitrag ansehen
0 Likes
2 Antworten
Berühmtheit | Partner
März 08, 2024 00:21
Hi @WWiant12 , The moment you save a report to a dashboard (a collection of reports), you'll only see the report, not the filters. What you're...Beitrag ansehen
Rodsway on März 07, 2024
Hi, I have the contact lifecycle stage funnel with contact totals and conversion rates report on my desk. I have filtered to showcase a month. There are leads showing but when clicking through it is stating that there is no information to sh Beitrag ansehen
0 Likes
1 Antwort
Autorität | Diamond Partner
März 07, 2024 08:33
Hi @Rodsway , I can definitely understand your confusion as that definitely does not sound like the right behavior. I'll need a little ...Beitrag ansehen
APRAKASH87 on März 07, 2024
I am sharing one sample screenshot , kindly help me to access my activity leaderboard
0 Likes
5 Antworten
Vordenker/-in | Platinum Partner
März 07, 2024 08:58
Hey @APRAKASH87 can you check out your user permissions with a superadmin? I dont think you have access to the report's section.
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