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SJeremias on June 07, 2023
i dont seem to find a way to create a report with quotes or for quotes that include the same status as in the sale/quotes view. i can get quote title, value, owner, etc but not the status. am i missing something?
0 upvote
1 Reply
Community Manager
June 08, 2023 10:40
Hi @SJeremias , Thank you for reaching out to the Community! It's currently not possible to add quote status to a report in HubSpot at ...read more
JRVC on June 07, 2023
Putting this out into the ether- We have company partners who service multiple counties across the US and we are trying to find a way to standardize how those counties are setup in a property (since it would be thousands of counties). We need to read more
Accepted Solution
June 08, 2023 00:10
Hello, Different suggestions based on the number of states served. If a company can only service one state but multipl e counties: ...read more
RvanderEerden on June 07, 2023
Hi there, We want to set our goals based on margin on closed-won deals. I have been looking for this option but either can't find it or it isn't available. So goals is Margin instead of Revenue. As an example: Sales Manager A has a goal read more
0 upvote
1 Reply
Community Manager
June 08, 2023 08:24
Hi @RvanderEerden , Thank you for reaching out. I want to invite some of our experts here - @himanshurauthan , @HubDoPete , @Edyta751...read more
LWillard2 on June 07, 2023
Hi, I have created a dashboard to form part of the monthly reporting we do, but when I export it, it seems very random as to how it lays it out. I have selected "multiple reports on one page" but it does this for some, and not for others. So I h read more
0 upvote
2 Replies
June 08, 2023 04:17
All of the data is appearing absolutely fine on the PDF export, it's just a layout issue. For example, on page 1, only 1 widget graph appears, but on ...read more
LGriffith on June 07, 2023
Hi On my sales dashboard I've tried to set it up so I can keep track of my KPIs - so how many new connections /deals I've added each week, what stage in the process they're at and how many are converting. I'm doing lots of activity but when I l read more
0 upvote
3 Replies
June 08, 2023 04:41
Hi @MrJustinGivens - thanks for the reply. I've tried both things you've suggested and it hasn't made a difference. I'm pretty sure my problem is t...read more
samike on June 07, 2023
Hello everyone, I would like to achieve the ability to collect monthly fee data for a Deal using line items and present the total amount for the year in a report. For example, let's say we have a Deal (Deal A) that has reached the Close Won stage, read more
0 upvote
1 Reply
Top Contributor | Elite Partner
June 07, 2023 06:23
@samike - A few ways I can think of achieving this.. Use the recurring revenue report in HubSpot: Track recurring revenue in HubSpot Bu...read more
ketewan on June 06, 2023
Hi there! I know that there is a template to calculate average (or max/min/total) time deals spent in a specific stage. I wonder if there is a possibility to create a distribution or percentile based on this data. For example, I want to know ho read more
0 upvote
5 Replies
June 07, 2023 17:16
> If you don't have this property, you may need to create a custom property to store this information. This won't help me with analytics for al...read more
AMexicotte on June 06, 2023
I am looking to track meetings from previous weeks and separate them into 3 buckets: Meetings with new leads: If this is the first meeting with a company, how can we track this? Meetings with open deals: Tracking all of the meetings with ongo read more
0 upvote
2 Replies
June 08, 2023 10:13
Thanks, Martin! Good recommendation on Lead Status. As is the case for everyone, clean data in this field will be the most challenging thing. Is ther...read more
Maid2Match on June 05, 2023
Hi Team, We have been trying to establish and use Average First Response Time based on SLA due date for quite some time now but have not been successful in generating the report. We only operate during weekdays from 8am to 6pm Australian Ti read more
0 upvote
1 Reply
Top Contributor | Elite Partner
June 06, 2023 04:44
Hey @Maid2Match - There is an option when setting SLA's in HubSpot to select the 'Working hours' option if you only want SLAs to apply during your ...read more
Scoobie919 on June 05, 2023
We have our forecast meetings weekly, and I'm looking for a way to highlight the deals that went to close won or got pushed out of the quarter as well as any increases or decreases in the deal amounts. I've played with custom reports but cannot iden read more
0 upvote
2 Replies
June 08, 2023 02:35
hi @Scoobie919 - You can also try predictive AI that can automatically surface deals that might slip, estimated close date and risks per deal/conta...read more
DMandalia on June 05, 2023
Hi, I am trying to create a report to show contacts with bounced emails from sequences. I have created the report but when I try to export, the full name does not show. Is there a way where I can see the contacts email bounced and when exporting read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
June 05, 2023 10:45
Hi @DMandalia , You need to add all fields you'd like in the export in this section: Best regards!
chloey on June 05, 2023
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with read more
Recognized Expert | Platinum Partner
June 05, 2023 08:45
Hey @chloey , thanks for reaching out! This is a great question. The easiest way to report on different call types would be to customize your ...read more
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