I'm trying to build a report that looks at total line item sales by company, over a period of time. I can't seem to get a total $ amount of line items however; it seems to only report on whole order/Deal totals. An example of what I'm trying to buil read more
Hello all, I'd like to recreate the default Reports, although I just checked via Chat with a HubSpot Representative that it's not possible at this time to simply duplicate and customise these. Does anybody have any idea (preferably screensho read more
Hi @PamCotton and @HubSpot_Corey , Thank you for responding to the post. I'm going to give it a shot to see if I can get this to work and I'll...read more
Je cherche a réaliser un rapport sous forme de tableau des résultats de mes séquences 2024. Je voudrais que ce tableau contienne en ordonné : les différentes séquences et en abscisse : le nombre d'inscriptions, ouvertures et clics par fonctions pro read more
Bonjour @EBeauquesne , Merci d'avoir posté dans la Communauté !
Pour les suggestions de nouvelles fonctionnalités, je vous recommande tout d'...read more
Hello! I'm trying to figure out how to build a report that allows me to see, by week, the percentage of leads (that already became MQLs) that are converting to MQLs within the 1st week, 2nd, 3rd, nth... I can see the average time it takes f read more
Hello @justinlu ,
Alright, this can be achieved with the custom equation syntax of calculation properties: https://knowledge.hubspot.com/prop...read more
Hi everyone, I am trying to create some reports for the following conversions which include a percentage ( ratio) too : Lead form submission ( MQL) → Meeting Booked Meeting Booked → Meeting Done Meetings Done → Signups Signup → Paid read more
Hi Tom, That's useful thanks. However that doesn't help with the reports I need for the below as these are not included in the deal funnel - sho...read more
We're having a hard time making it available for leaders to have visibility into the metrics in the structures below them Currently we have a macro team, such as Team A, this team A has 3 other managers who take care of 3 other teams, for exampl read more
Hi @Arnunes It seems there might be a mix-up between visibility settings and the use of ownership in your reports. The visibility level should ...read more
I am a marketer responsible for driving trials. I am having a hard time tying the contact attributes like a form fill, lifecycle stage, and source to a deal and it's stage. My goal is to be able to look back at trials generated in a previous mo read more
@zacbadgley I don't see an issue with submitting the form via API or updating the contact record via API. You would simply set the hidden field val...read more
Hi, I am fairly new to reporting and dashboards. My CEO wants a dashboard that shows all our target accounts (a custom created property in the company record) and status of activity and deals for each of those acconts all in one place. I am tryi read more
Hey @MJMacpherson
this is easy.
You can create a company +deals report
and use the filter tab were your custom property value is "know" or t...read more
We have line items that have associated core charges, currently set up as an additional dollar amount on the line item. How do we get it so that when we select a product with a core charge to show the associated core charge on a quote and inevitably read more
Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't fi read more
I am trying to build a report that shows Leads assigned by agents vs actioned (activities) per day, week, and month, is that possible? The goal is to understand how many deals are "actioned" every day, week, and month per SR. Thanks!