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
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
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
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
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
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
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
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
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
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.
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?