Dashboards & Reporting

Filtrar por
  • Todos os rótulos
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Ordenar por
Mais recente
  • Mais recente
  • Mais votados
  • Todos
  • Solucionado
  • Sem respostas ainda
HNascimento on Março 23, 2023
Is it possible to create a dash with: the average number of emails sent for each lead created in 2023 in the first 15 days after lead creation?
0 avaliações positivas
0 Respostas
PMgoUrban on Março 23, 2023
Dear all, I have the following challenge: ""•Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline view (x-axis) like Deals closed over Time. It should allow to filter per Sales Rep to see total amount Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Março 23, 2023 13:31
Hi, @PMgoUrban 👋 Thanks for your question. The details and context are appreciated as well 😊 Hey, @deepikaverma @danmoyle @Josh , do you...Leia mais
nigeld27 on Março 22, 2023
Hello, We are on the 'free' sales subscription, which is to say: We use Hubspot deal pipeline but nothing else in the sales tools. There are 7 stages to our pipeline. I want to pull a report that tells me how long a deal is within each st Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 22, 2023 06:09
Hi @nigeld27 , Navigate to Menu > Reports > Reports > Create report and use the search bar in the top left to look up 'Deal a...Leia mais
phtheref on Março 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): Leia mais
1 avaliações positivas
4 Respostas
Março 23, 2023 00:15
This is what I "know" and get a result... This shows MRR (not weighted) values: I really don't want to see stages at x-axis but instead of that...Leia mais
PMgoUrban on Março 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 Leia mais
0 avaliações positivas
2 Respostas
Conselheiro(a) de destaque | Parceiro Ouro
Março 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. ...Leia mais
PLaw on Março 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 avaliações positivas
1 Respostas
Colaborador(a) | Parceiro Diamante
Março 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...Leia mais
CAusten on Março 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 Leia mais
0 avaliações positivas
2 Respostas
Março 23, 2023 02:45
Hi Pam, Thanks for the response. Would you be able to send another chaser or possibly invite other experts to join the conversation? Warm reg...Leia mais
ABeney on Março 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 Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 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...Leia mais
DStone1 on Março 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 Leia mais
0 avaliações positivas
2 Respostas
Autoridade no assunto | Parceiro
Março 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...Leia mais
rahul_inbound on Março 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Março 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...Leia mais
mayalaraineri on Março 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 Leia mais
0 avaliações positivas
1 Respostas
Autoridade no assunto | Parceiro Elite
Março 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....Leia mais
JBateman7 on Março 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 Leia mais
1 avaliações positivas
1 Respostas
Conselheiro(a) de destaque | Parceiro Platinum
Março 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...Leia mais
Mostrando resultados para 
Pesquisar então 
Você quer dizer: 

Quer iniciar uma conversa ou fazer uma pergunta?

Crie uma postagem.

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.