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
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
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
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
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
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.
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
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
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
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
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
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
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
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
@mayalaraineri when creating a contact report that measures lifecycle stage, you can include a filter for "date entered [specific] lifecycle stage....Leia mais
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