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TVaz on July 19, 2024
Hi everyone, I'm trying to put together a report to track the sales activity, particularly the number of deals won, deals lost, and new deals created each week. I've tried using a single object report, but I'm not making much progress. I'm also read more
1 upvote
1 Reply
Thought Leader | Platinum Partner
July 19, 2024 07:36
Hey @TVaz Have you seen the standard Sales Dashboards that HubSpot has? Deals won, Deals lost, Activity by owner/rep are included in most of t...read more
EXayavong on July 18, 2024
Hi there, hoping someone can assist in helping me make a report in hubspot that would look like the below and also to view by company owners.
1 upvote
2 Replies
Thought Leader | Platinum Partner
July 19, 2024 03:57
Hey @EXayavong To get that type of report I'd suggest you set it up this way Hope this helps
BNason on July 18, 2024
Hello - I need to delete several contacts I've identified from a custom report. Is this possible? Otherwise, can you convert a custom report into a list in order to delete these contacts?
0 upvote
2 Replies
Contributor
July 19, 2024 01:07
Hi @BNason , Follow the beolw steps: 1. Open a report and click Action > Export and export data in CSV or XLS file: 2. I exported this re...read more
McBainKD on July 18, 2024
Hey team! Our company has stood up a new division to support our high value clients, and I'm looking to figure out the best way to help support them. They currently use Excel to capture client engagements (pictured below) and I'm trying to r read more
0 upvote
2 Replies
Contributor
July 18, 2024 15:02
Ryan, Thanks for this. The only issue with that is that I can't segment to this particular team and it would impact our entire platform as opposed ...read more
MParr3 on July 18, 2024
Hi, We'd like the ability to track the average life time value of our clients over time, with the growth of average LTV a key target for the marketing team. Can anyone advise on how to track this please? Using the Company "Total Revenue" read more
0 upvote
2 Replies
Top Contributor
July 18, 2024 14:56
Hi @MParr3 , @Markestac is spot on. I wanted to post the ability to display a comparison on the visualization. See this screenshot for how t...read more
Solved
TVaz on July 17, 2024
Hi everyone, I am trying to create a custom report to show the deal count by stage and compare the current week with the past week. The view I want to achieve looks like this: However, I'm not getting the correct graph. I tried placing read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 17, 2024 12:55
Hi @TVaz , If you want to visualize the amount of deals that were in that stage this week and last week, this cannot be done in a custom repor...read more
MClarke00 on July 17, 2024
Hello, I'm very new to hubspot and I'm trialing this currently for a small sales team with not a lot of companies (less than 50) and contacts (less than 100). Most CRM and basic reporting systems I've used previously allow an option to list read more
0 upvote
2 Replies
Member
July 17, 2024 07:22
Thanks for the prompt reponse. Basically what im looking for is a report in PDF that shows the actual activity in an easy to read format. Any meeting...read more
Solved
RCleaning on July 17, 2024
On our dashboard we have two donut charts called 'Gross Margin (%)' and 'Conversion Rate'. We are trying to calculate a budget variance for these metrics (calculated as Variance = Actual Value - Projected Value). The main problems are that the 'actu read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 17, 2024 05:22
Hi @RCleaning , No, this is not possible – properties cannot reference and pull in data from reports, unfortunately. You would have to use the...read more
RCleaning on July 17, 2024
Hi, I have a property called 'Full Tender Value' which is functionally the same as Hubspot's native 'Amount' property. I would like to create a new property that would be able to hold the value of the sum of 'Full Tender Value'. I've tried doing read more
0 upvote
3 Replies
Hall of Famer | Partner
July 17, 2024 16:08
@RCleaning this property should roll up all records and their tender value? That's unfortunately possible. Calculation properties only reference th...read more
amangels on July 16, 2024
I'm looking to compare the total number of companies contacted each month, over the last 6 months. Ideally, I would like to have a column chart that has a companies called column right next to companies emailed. So far, it seems like you can only st read more
0 upvote
2 Replies
Hall of Famer | Partner
July 17, 2024 01:36
Hi @amangels , Happy to help here. @amangels wrote: I would like to have a column chart that has a companies called column right ne...read more
Solved
GvanderWatt on July 16, 2024
Hey there, I'm curious to know if there's a way to view the marketing events a contact has registered for directly from the contact view, without needing to navigate to each event or generate a separate report.
0 upvote
1 Reply
Accepted solution
Contributor
July 17, 2024 00:59
Hi @GvanderWatt , We can achieve this by creating a custom property and a workflow. Create a contact property called "Event (name) Registered" and...read more
MHermansen on July 15, 2024
Hi, I'm new to reporting in Hubspot. So far, have discovered how to set up a report to display meetings and filter them by: - created by ID/user - meeting type - creation date But, I cannot seem to find out how can the results be linked to t read more
0 upvote
3 Replies
Hall of Famer | Partner
July 18, 2024 00:18
@MHermansen this looks like you created the report in the custom report builder, not as a single object (see my previous reply). Can you double che...read more
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