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  • cajsasernelin on October 26, 2021
    0 upvotes
    0 Replies
    Hi all! I am looking to analyze NPS in my company's internal analytics database. I have already set up a report in Hubspot that analyzes this. However, the next step for me is to access this aggregated data in my internal database by export...
    Reply
  • ShadSuper on October 25, 2021
    0 upvotes
    1 Replies
    Hi All, sorry for the newbie question, but I'd like to create a report that shows the number (pr percentage) of Deals Won after the Customer has Attended a Meeting. We have a meeting that is a "Demo" of our product and I'd like to calculate how ma...
    Reply
    Community Manager
    October 25, 2021 15:03
    Hello @ShadSuper Happy Monday! No need to apologize! I wanted to add a few top experts to share their thoughts, @ABurgess @Dan1 any recommendat...
  • MRistallo on October 21, 2021
    0 upvotes
    1 Replies
    Hello, I'm new to the Hub and I started logging in deals. However, when I generate the deal revenue forecast by stages report on my dash, the revenue amounts in the stage before Closed Won (see Confirmed Order) do not match the actual deal amo...
    Reply
    Community Manager
    October 22, 2021 04:27
    Hi @MRistallo Thank you for reaching out. I want to share this post from one of our expert, @Josh , that explains why the numbers...
  • Nthakur on October 20, 2021
    0 upvotes
    1 Replies
    Hi team, I have an issue in my Hubspot tracking pages and no history and not even able to change the lifecycle stage. We have used HubSpot API to create contacts and In HubSpot contact is creating every time and showing this message " This contac...
    Reply
    Contributor | Platinum Partner
    October 20, 2021 03:49
    Hi @Nthakur Looking at the Original Source Drill-Down 1 and Original Source Drill-Down 2 properties in a contact, you should be able...
  • Solved
    ALoth on October 19, 2021
    0 upvotes
    1 Replies
    Hi there, Let me preface this question by saying that I am completely new to HubSpot so please bear with me. We have a number of Deals in various stages of our funnel and I've been asked to create a report that summarises how long they take ...
    Reply
    Community Manager
    October 20, 2021 02:49
    Hi @ALoth Thank you for reaching out. On the filters tab of your second screenshot, you should have the possibility to change the d...
  • MThorslund on October 18, 2021
    0 upvotes
    1 Replies
    I am trying to setup a dashboard in Google Data Studio but experiencing problems with integrating a custom property made in Hubspot. Is it possible to import my own property to the dashboard or is it only the Hubspot pre-made properties that yo...
    Reply
    Community Manager
    October 18, 2021 19:03
    Hi @MThorslund , thanks for your post! After checking some resoureces, there's no HubSpot built integration with Google Data Studio. However,...
  • ATusar on October 17, 2021
    0 upvotes
    2 Replies
    My account doesn't have Files and Templates option on menu
    Reply
    Member
    October 18, 2021 11:30
    can't find the option"files & template'. does that requires any paid plan
  • EGarcia6 on October 15, 2021
    1 upvotes
    1 Replies
    Hi, As RevOps, I'm trying to report on success metrics for a new product rollout. My key leading indicator of success is increasing pipeline ACV over time for deals where the new product is being sold. As such, I would like to use historical sna...
    Reply
    Community Manager
    October 18, 2021 12:59
    Hello @EGarcia6 , thank you for explaining more about it. I will add a few top experts to this conversation @smoore @jfreeman @webdew any reco...
  • seufee on October 15, 2021
    0 upvotes
    1 Replies
    I am wondering if it is possible to change the view of the Deals Cards in a pipeline so that different users can only see certain Cards. For example, our accountant only wants to see anything past "PO Received" and not see Leads, Quotes, etc.
    Reply
    Recognized Expert | Platinum Partner
    October 15, 2021 10:47
    Hi @seufee , You could add a secondary deal owner via a workflow at PO received deal stage. The secondary owner could be the accountant in whi...
  • MatthieuDumont on October 15, 2021
    0 upvotes
    4 Replies
    Hi, I am using line items to parameter recurring deals as this is not an available feature. The amount our clients chose to give our company each month is very variable. They can chose to set a campaign amount to 1000 for two months and then d...
    Reply
    Contributor | Diamond Partner
    October 20, 2021 04:59
    Agreed! It looks like there is a post for this in the ideas forum , and it's at the stage "In Planning", so fingers crossed it will be available in ...
  • SDavis6 on October 14, 2021
    1 upvotes
    2 Replies
    Does Hubspot have a way to differentiate types of meetings? How it is it pulling these in and differentiating client meetings? For example we have customer meetings for existing accounts for check-ins but meetings with new prospective clients that...
    Reply
    Key Advisor | Elite Partner
    October 15, 2021 07:38
    HubSpot does have a Call and Meeting Type functionality however it is only available to Sales Pro and above.
  • jassie on October 13, 2021
    0 upvotes
    2 Replies
    Hi all, Currently, I'm trying to build a report to get some more insights on the number (and value) of certain sizes of won/lost deals. To start I'd like to create a couple of groups based on a min-max value. Eventually, I'd like to do this f...
    Reply
    Contributor
    October 14, 2021 02:31
    Yeah I was also thinking about that - but it felt a bit cumbersome since it isn't easy to adjust the thresholds. Would love to play around a bit to f...
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