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Dashboards & Reporting

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OEhrenberg3 on Setembro 25, 2023

Dashboard requirement

Hey! We want below in our dashboard, how do we make this possible? Report 1 We need to see how many email responses a specific seller receives and then see how many the seller has replied back. (We do not want to see the emails that the sell Leia mais

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Ben_M

Conselheiro(a) de destaque

Setembro 25, 2023 08:25

My big question to all of this, is does the data live in Hubspot? When you say things like you want to see how many emails a seller receives and thei...Leia mais

RogiervanRossen on Setembro 22, 2023

Forecasting

Hi all, I have a question. For the company I work we would like to have a dashboard in which we show: - Have a forecasting overview with Company A, with a potential total value of €xx. - Deals of company A in the sales pipeline with t Leia mais

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RogiervanRossen

Participante

Setembro 26, 2023 05:22

Hi Petter, Thanks for your reply. Just to clarify. I have multiple target accounts. Some might be in my CRM already, some might n...Leia mais

PFarrell2 on Setembro 22, 2023

Client stage report - a step too far for a CRM?

Hi all, I'm not sure if I'm asking too much of a CRM here but I wondered if anyone can think of a way to report, visually, on the stage each client is at in their journey with a piece of software. Let's say the client journey is -> Pre- Leia mais

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Shadab_Khan

Colaborador(a) | Parceiro Elite

Setembro 22, 2023 06:06

I see so what you are looking for is a calendar view/timeline reporting, Hubspot doesn't have this reporting type. you should raise an idea here. ...Leia mais

MichaelSchm on Setembro 21, 2023

Deal Stage Journey - Szenarios

Hello, We have cases like: contract sent - Pending - Sent - signed. But trying to use the journey report causes an error: Example: 150 - 12 - 0 - 0 if I delete the first sent I end up with 147 pending - 6 sent - 4 signed Th Leia mais

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MichaelSchm

Participante

Setembro 21, 2023 11:12

First screen: Is the special case. Second screen: I can see this special case as one of the 4 deals. But those cases involve:...Leia mais

Solucionado

SGahlot1 on Setembro 21, 2023

Tracking Dashboard Analytics!

Dear Team, Is there a way to track the views on any specific dashboard or report - Meaning - How many team members are using the Dashboard or how many times a week/month the dashboard has been used? We want to do this activity to manage or Leia mais

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karstenkoehler

Membro do Hall da Fama | Parceiro

Setembro 21, 2023 01:41

Hi @SGahlot1 , This is currently not possible but other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Dash...Leia mais

bbullington on Setembro 20, 2023

How can you access Associated Companies in Reports or Workflows?

We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) Leia mais

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karstenkoehler

Membro do Hall da Fama | Parceiro

Setembro 21, 2023 00:26

Hi @bbullington , It sounds like you're looking to build a report across two objects? (A workflow would not be quite suitable here and the Goo...Leia mais

Solucionado

SMcGoldrick on Setembro 20, 2023

Report export to Excel Date Errors

When exporting reports to Excel the date field does not match that of the date entered in Hubspot. In reporting, the format view Month/Year and then when exported it reflects the first date of the month instead of the actual date entered on the rec Leia mais

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karstenkoehler

Membro do Hall da Fama | Parceiro

Setembro 21, 2023 00:28

Hi @SMcGoldrick , Could you give a few examples / share screenshots? It sounds like your region settings in Excel might be causing this, not n...Leia mais

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KMoser317 on Setembro 20, 2023

Reporting on Average Time in Lifecycle Stage

Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average T Leia mais

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karstenkoehler

Membro do Hall da Fama | Parceiro

Setembro 20, 2023 14:21

Hi @KMoser317 , Happy to help! Navigate to Menu > Reports > Reports > Create report > Single object > Contacts...Leia mais

MariaIsidro on Setembro 20, 2023

Showing the Number of Deals that a User is Owner 1 or Owner 2 of

Hi! For deals, we have 2 owners (let's say Owner 1 and Owner 2). I want to create a report displaying how many deals each person has, broken down by if they are Owner 1 or Owner 2. Right now I have 2 separate reports for these and want to combin Leia mais

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Shadab_Khan

Colaborador(a) | Parceiro Elite

Setembro 20, 2023 02:47

@MariaIsidro Good Question! My simple solution is to use the "Break down" Option (Screenshot). However would love to understand the full us...Leia mais

Solucionado

MReis9 on Setembro 19, 2023

Is there a way to identify Personal email vs Business email

I have created a report for our marking team that has count of contacts/Direct Traffic. They want me to seperate the report based on, "person" email (gmail, yahoo, aol, etc) vs a business eamil address. Is there a way to do this?

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Jnix284

Autoridade no assunto | Parceiro Diamante

Setembro 20, 2023 14:29

@MReis9 I've done quite a bit of testing, but within the report you're working in it isn't possible to filter the data in this way.

Rachel104 on Setembro 19, 2023

How can I get visibility on forecast updates?

Hello! I don't have a lot of experience with the forecasting tool. I'm trying to find a report of forecast submissions by date. I'm looking to make sure forecast submissions are up to date on a weekly basis. I'd like to be able to make a repo Leia mais

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CateDuarte

Top colaborador(a) | Parceiro Diamante

Setembro 20, 2023 04:00

Hi @Rachel104 have you checked under Sales Analytics, in the Forecast & Pipelines section you have some reports around forecast and commits. Ma...Leia mais

lif on Setembro 16, 2023

Number of Deals in My Dashboard Look Different from My Colleagues

Can you tell me why the number of deals in my dashboard view is different from the number of deals in the dashboard view of my colleagues in the same team? I'm the only one who is different. Please explain why and how can I resolve it?

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