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Baba70 on May 27, 2022
Hello everyone, In our company we receive leads (contacts) from different sources (our own ad campaigns, different lead suppliers,etc), which are marked as a contact property: SOURCE. Then the contact success measure at this stage is "APPOINTM read more
0 upvote
0 Reply
Rafflebox_CM on May 26, 2022
Hi, I'm asking for help creating a sales report. I'm looking to understand the following; Leads to signed contracts per sales rep. If we have 1000 leads and 4 sales reps, each sales rep would have 250 leads. From here I would like to s read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 26, 2022 09:40
Hi @Rafflebox_CM , This would be a funnel report, see here: https://knowledge.hubspot.com/reports/create-custom-funnel-reports#contacts-or-de...read more
MKurbanova on May 25, 2022
Hi All! I believe many companies use mailchimp for emailing and it is essencial to keep recording on all the activities within HubSpot. I am really concern on mailchimp reporting features in HubSpot as there are not many at all. I believe this woul read more
0 upvote
1 Reply
Community Manager
May 26, 2022 13:52
Hi @MKurbanova , Thanks for reaching out! I wanted to add some experts to our conversation. Hi @webdew , @andrus , @johnelmer , @...read more
AFormigoni on May 25, 2022
Hi all, 1. The funnel report seems pretty straightforward for contacts that go through each stage properly. But do you use a different approach for contacts that converted to a different stage after a long period? E.g., contact became a Lead six read more
1 upvote
2 Replies
Key Advisor | Diamond Partner
May 27, 2022 04:27
Hi @AFormigoni . A couple of thoughts to share; hope they help. 1. Long sales cycles can be fun, right? My experience is that looking at your...read more
ACarr1 on May 24, 2022
Hi, I'm trying to build a report that will show the time elapsed between a meeting and the first follow up. I've been exploring the lead response time report in sales analytics but I'm unable to filter to just show the first follow up after a me read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 24, 2022 09:39
Hi @ACarr1 , I'd approach this with a date stamp and a calculation property. The date of the first follow-up would be stamped in a conta...read more
NParshotam on May 23, 2022
As a report user, I would like to click on a record to take me to that specific record (deal, contact, etc) so I can review or edit the data. Right now, records are displayed in a report but there is no way to click into the record to find more read more
0 upvote
8 Replies
May 24, 2022 10:28
Thanks for the suggestion. I tried that but the report now doesn't sum the amount in company currency column.
GMoore on May 23, 2022
Hi Team- We're looking to create a set of reports that compares sales people over time. IE. Number of deals won per month per sales person Number of calls made per month per sales person Number of meetings set per month per sales person read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 23, 2022 12:06
Hi @GMoore , Yes, this can be achieved with the Custom Report Builder (Menu > Reports > Reports > Create custom report ). ...read more
KLempiäinen on May 23, 2022
Hello all! I am trying to create a custom report that would show me all the companies that I have not been able to get in touch with. So any of the contacts under these companies have not replied my email or the call has never connected (I have read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 23, 2022 06:32
Hi @KLempiäinen , With your report settings, HubSpot is looking for companies where there is at least one occurence of that call outcome. You'...read more
ESeward on May 20, 2022
Hello, I am trying to setup reporting on goals versus actual revenue. We have 3 diferent versions of goals, so I have set them up in HubSpot. I cannot seem to add these 2 reports in the screenshot below to any report. They were created as T read more
0 upvote
1 Reply
Hall of Famer | Partner
May 21, 2022 03:53
Hi @ESeward , Your post doesn't include any screenshots, could you try to add them? Best regards
AManess on May 20, 2022
Is there anyway to create a report on supplemental goals (meetings and calls)? We are able to set the goals, but not create a report that includes the quote. Thank you, Angela
0 upvote
2 Replies
Recognized Expert | Diamond Partner
May 25, 2022 11:00
Hello @AManess , Yes, we can create reports on the basis of calls and quotes through the Custom Report builder under Reporting Section. ...read more
brmnconsultant on May 20, 2022
I open Sales→Deals and choose Deal create date "Last month" to see last month deals. I see 10 deals: 1 on the first stage, 1 on the second stage (combobox is hiding it), 2 on the third, 1 on the fourth stage, 5 on the fifth. When I ope read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 20, 2022 05:07
Hi @brmnconsultant , I'm not 100% sure without poking around the report in your portal myself but here's what I think is happening: By default...read more
tillyvs21 on May 20, 2022
It would be great to make hubspot more visual either in Deal lists or in reports so that you can have colours for different fields to provide visual queues based on certain criteria.
1 upvote
2 Replies
Accepted Solution
Top Contributor | Platinum Partner
May 20, 2022 03:57
Hey @tillyvs21 , color coding deals or lists in general aren't a thing in HubSpot, unfortunately. One of the things you could do however is p...read more
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