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  • ATusar on October 17, 2021
    0 Replies
    My account doesn't have Files and Templates option on menu
  • EGarcia6 on October 15, 2021
    0 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...
  • seufee on October 15, 2021
    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.
    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 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...
  • SDavis6 on October 14, 2021
    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...
    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
    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...
    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...
  • AThiombiano on October 11, 2021
    2 Replies
    Hi I have a question and hope you could help me. First of all, I am new to Hubspot. the problem is I have a hard time finding our total profit. We are a B2B marketplace so our revenue is our transaction value and whenever we make a quote we me...
    October 14, 2021 06:23
    Hi @StjepanGrcic thank you so much for your answer.
  • fredrikboehle on October 08, 2021
    1 Replies
    I'd like to create a report that gives me the deal owner and the owner(s) of the associated companie(s), so that I can harmonize company and deal ownership for our existing data. Approaches I've tried so far: Single-object reporting gives me a...
    Most Valuable Member
    October 08, 2021 22:53
    Hi @fredrikboehle , There isn't any report will show you disprepancies between contact and company owners at a glance, I believe. You could cr...
  • Loris_Soldo on October 07, 2021
    2 Replies
    Hello, I'm wondering if there is a possibility to report on line items recurring revenue ? Everything seams to be in place in term of data structure but not on the reporting side. It would be ideal if we could specify a start date / end date...
    October 13, 2021 09:53
    I also need this! We just implemented line items for a SaaS offering and need to report out of the values
  • Solved
    Nishant_Singh16 on October 07, 2021
    1 Replies
    Hi all! I'm trying to create a report where I can track the total number of meetings booked every day via the HS booking link. I have created a common meeting link that includes the calendar of all sales executives. The report I get contains the da...
    Most Valuable Member
    October 07, 2021 04:51
    Hi @Nishant_Singh16 , This can be done with the custom report builder , available in Professional and Enterprise portals. Navigate to Menu ...
  • jfd118 on October 06, 2021
    1 Replies
    I'm trying to create a report that shows sales by high-level marketing strategy. I want to show closed sales by Inbound vs. Outbound strategies. I define Inbound as Original Source != Offline Sources. I tried to create a custom property but f...
    October 06, 2021 12:28
    If you map your Original Sources over to your Lead Sources , you can quickly build a view of your contact database and your Sales Pipeline that wi...
  • Solved
    GMATTOS5 on October 05, 2021
    1 Replies
    Dear, good afternoon! I would like to check the possibility of creating metrics within the dashboard reports, such as divisions and multiplications
    Contributor | Platinum Partner
    October 05, 2021 14:17
    Hi @GMATTOS5 Adding those types of metrics is not possible at the moment, but is in planning. You can upvote it here. Cheers, ...
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