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APetrakos on March 21, 2023
I'm working my way through the practicum part of the HubSpot Reporting Certification and I'm having a difficult time with the last 2 questions. We just started with HubSpot and haven't officially made the switch over with our sales team so our data read more
0 upvote
1 Reply
March 21, 2023 13:21
If you are unable to access your company data or do not have the necessary permissions to access it, you can use the sample reports provided in the H...read more
phtheref on March 21, 2023
Hi! Cannot find a way to do this (noob 😉 How can I create report/dashboard which are telling me forecast of weighted deals ACV values per month? For example: I have 2 deals (lets assume those €:s are weighted amounts based on pipeline stages): read more
0 upvote
1 Reply
Community Manager
March 21, 2023 11:01
Hello @phtheref thank you for posting in our Community! Let's invite some top experts to share their thoughts about it, @Phil_Vallender @Bruno...read more
PMgoUrban on March 21, 2023
Does anyone have handy advice for tracking expected MRR while deals are still in the Sales Pipeline and before a prospect has committed? I an thinking something including line items calculations which as far as I can tell cannot be done in the l read more
0 upvote
2 Replies
Key Advisor | Gold Partner
March 21, 2023 19:23
Hi @PMgoUrban Sales Hub Enterprise customers can access MRR Reporting but it's only for Deals that are Closed Won, not predicted revenue. ...read more
PLaw on March 20, 2023
Any Goal From Scratch created for meetings shows as " No goals found. Please reload the page or update the filters." This was working previously however no longer does.
0 upvote
1 Reply
Contributor | Diamond Partner
March 20, 2023 06:45
Hi @PLaw , If this was working previously and you haven't made any changes on your end, it sounds like it might be a bug and you should conta...read more
CAusten on March 20, 2023
Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n read more
0 upvote
1 Reply
Community Manager
March 20, 2023 14:06
Hello @CAusten , Happy Monday!! I want to invite our top experts to this conversation @AdamLPW @jolle any suggestions to @CAusten matter? ...read more
ABeney on March 20, 2023
Hi there, We tracked registrations for an event using a custom property, but now I want to see how many contacts had this property over time i.e. a report that displays how many that had the property as 'registered' daily over 3 months. Does any read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 20, 2023 03:44
Hi @ABeney , This is most easily done using a workflow that sets a date property to the current date when the contact registers. For exa...read more
DStone1 on March 20, 2023
A quick bit of background to help with this: We are a school, and we want to see numbers of applications (deals) on 1st May 2023 vs 1st May 2022. The deal stages are the same, but property field values are different. To help us determine whi read more
0 upvote
2 Replies
Thought Leader | Partner
March 21, 2023 11:39
Hi @DStone1 , happy to share a few thoughts - I've been thinking this through since @PamCotton tagged me yesterday because it's not so straightfor...read more
rahul_inbound on March 17, 2023
Hi guys, Recently Kixie changed the SMS logging system from task to native SMS object in Hubspot. I am trying to pull a report to segment SMS sent vs received, but like task (which has task title and description) as filters...for SMS I cannot find read more
0 upvote
1 Reply
Community Manager
March 20, 2023 05:51
Hi @rahul_inbound , Thank you for reaching out to the Community! Could you tell us which subscription level you're on? Custom reporting f...read more
mayalaraineri on March 16, 2023
Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in read more
0 upvote
1 Reply
Thought Leader | Elite Partner
March 16, 2023 06:34
@mayalaraineri when creating a contact report that measures lifecycle stage, you can include a filter for "date entered [specific] lifecycle stage....read more
JBateman7 on March 16, 2023
Hi all! I'm looking to provide our finance team with a report/list showing sales grouped by state. We have a contact property called “IP state/region” which is a good starting point, but as I'm new to HS, I can't figure out what steps are re read more
1 upvote
1 Reply
Key Advisor | Platinum Partner
March 16, 2023 08:05
Hey @JBateman7 , thanks for reaching out! This is a great question. You have two main options here: Option 1: Use the custom report bui...read more
PMgoUrban on March 16, 2023
Can anyone suggest a list of 5 disqualification and 5 winback reasons that Sales people should fill out (for data analytics) - they only fill out 1 reasons of course, if they move deals to these stages.
0 upvote
4 Replies
Accepted Solution
Contributor | Partner
March 16, 2023 11:45
In that case, I would say: Pricing Discount New features New decision maker in the client's company Right timing (in case the reason for the...read more
CBall0 on March 16, 2023
How do i get a report - even better a sub task in tasks list to track the scheduled meetings i have in Hubspot - i have been manually creating these to track - and there is no way to generate a simple report on schedulked meetings?
0 upvote
2 Replies
Thought Leader | Partner
March 17, 2023 17:59
Happy to help @PamCotton , there are a few ways you can manage your scheduled meetings @CBall0 as part of managing your tasks. Here are a fe...read more
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