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Coombiyah en Diciembre 03, 2023
Hi All, We have an internal debate happening regarding Close Date/Anticipated Close Date vs. Term Dates. I need your brains to help. In my efforts to create solid renewal pipeline reporting, is it necessary to enter deal/opportunity close da Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Diciembre 04, 2023 00:20
Hi @Coombiyah , That depends on which reports exactly you want to create, but generally yes, you should fill the Close date as early as you ...Leer más
YoussefCL en Diciembre 01, 2023
I want to embed external content in my dashboard (cloudfront distibution link) that is hosting an angular app that asks you to authentify then displayes for you a dashboard. When i want to authentify i get this error "d2cymu1pvrh8xe.cloudfront.net Leer más
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2 Respuestas
Diciembre 01, 2023 11:33
I don't believe you have read my question proprely, I'am trying to embed external content in a dashboard, the external content has a form that when i...Leer más
KBixler en Noviembre 28, 2023
I'm trying to figure out a way to creat a trend report that shows how many leads were in a certain status in the month of Feb, Mar, Apr etc... It has to be a trend report rathre than a snapshot in time. I'm still new but not seeing how I can d Leer más
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2 Respuestas
Miembro del salón de la fama | Partner
Noviembre 29, 2023 00:29
Hi @KBixler , This is currently not possible. With the reporting tools provided by HubSpot, there isn't any way to see what the total number o...Leer más
MReyes13 en Noviembre 28, 2023
We'd love to modify the base "Team activities by Activity Date" report to use "1on1 Email", "Contacts", and "Company" data. The given feed from Hubspot can't be edited or replicated as far as I'm aware. Feed isn't an option in Custom Report Builder. Leer más
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1 Respuestas
Asesor destacado | Partner nivel Diamond
Noviembre 29, 2023 06:16
Hey @MReyes13 , You're correct here that you can't create a custom field. What I do instead is just make a table report that shows these. Do...Leer más
VRead en Noviembre 27, 2023
Hi, I'm trying to create reports using 'last activity date' One report I want to show all Deals with no activity in the last 30 days. The report will then show Deal Name, Deal Stage, & Last Activity Date. My issue is that the report is s Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Noviembre 28, 2023 00:18
Hi @VRead , Can you share a screenshot of the data sources in your report? (top left) It looks like you may have created a custom report...Leer más
DGanasan en Noviembre 27, 2023
Hi HubSpot, I create a report and linked to 1 dashboard. Then i cloned the dashboard, renamed the reports and edited the report filters individually in 2nd dashboard. My question is will the changes made in report filters for 2nd dashboard be re Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Noviembre 28, 2023 00:15
Hi @DGanasan , This depends on the option you chose when you cloned the dashboard: If you created copies, then the changes wil...Leer más
OMueller7 en Noviembre 24, 2023
I'm wondering whether its possible to prevent a report's data labels from displaying zero-values (e.g. "US$0" - underlined in red in the screenshot below). I've tried filtering out zero values and changing the axes minimums, but neither Leer más
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2 Respuestas
Noviembre 27, 2023 10:50
Hi @franksteiner79 , appreciate the response! 1. clicking on zero-values gives me a: " There is no data to show in this time frame. Try changing...Leer más
CTurton en Noviembre 23, 2023
I want to measure the response time of incoming leads. The plan is to have a sequence that emails out to a specified list of contacts. If these contacts respond to this sequenced email I want to measure the time it takes for our sales team to r Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Noviembre 24, 2023 00:22
Hi @CTurton , Not out of the box, no, but this should be achievable with a contact-based workflow in Sales Hub Professional: ...Leer más
SPowell22 en Noviembre 23, 2023
Hi! I'm looking to ask questions of our deals data that factors in 2 deals fields and results in a list of contacts; for instance, we want to be able to get a list of Contacts who have at least 1 deal amout of $500+ and a close date within the last Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Noviembre 23, 2023 12:37
Hi @SPowell22 , This is easily achieved with a contact-based list under Menu > Contacts > Lists: Once you click on 'Deal...Leer más
CJohns4 en Noviembre 23, 2023
Hi all, I'm trying to create a custom report showing the number of deals within a certain deal stage that came from particular events - which is a custom field within contacts (I'll need to filter by time too i.e show how many a deals came from wh Leer más
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1 Respuestas
Noviembre 23, 2023 08:57
Hi @CJohns4 , there are no extra steps to associate contacts and deals. You should be able to create a report with both objects. then: Add in ...Leer más
9eRWin en Noviembre 22, 2023
Hi, I'm migrating our company info from SalesForce to HubSpot. We're used to viewing Contact or Company information all in front of you which would show all the custom object we created. Is there a way to view all the objects just like the Leer más
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2 Respuestas
Miembro del salón de la fama | Partner
Noviembre 23, 2023 02:46
Hi @9eRWin , HubSpot has recently introduced more tools to adjust the layout of records. The one that would be most suitable to your request i...Leer más
JSamuel85 en Noviembre 22, 2023
I need to add another option to one of the stages in our deal pipeline. Cannot find where to enter this.
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5 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Noviembre 22, 2023 05:20
Hi @JSamuel85 , The property is a deal property and can be found under Settings > Properties : This is where you would l...Leer más
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