Hi all, I have a question. For the company I work we would like to have a dashboard in which we show: - Have a forecasting overview with Company A, with a potential total value of €xx. - Deals of company A in the sales pipeline with t Lire la suite

Hi all, I'm not sure if I'm asking too much of a CRM here but I wondered if anyone can think of a way to report, visually, on the stage each client is at in their journey with a piece of software. Let's say the client journey is -> Pre- Lire la suite

Hello, We have cases like: contract sent - Pending - Sent - signed. But trying to use the journey report causes an error: Example: 150 - 12 - 0 - 0 if I delete the first sent I end up with 147 pending - 6 sent - 4 signed Th Lire la suite

Dear Team, Is there a way to track the views on any specific dashboard or report - Meaning - How many team members are using the Dashboard or how many times a week/month the dashboard has been used? We want to do this activity to manage or Lire la suite

We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) Lire la suite

When exporting reports to Excel the date field does not match that of the date entered in Hubspot. In reporting, the format view Month/Year and then when exported it reflects the first date of the month instead of the actual date entered on the rec Lire la suite

Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average T Lire la suite

Hi! For deals, we have 2 owners (let's say Owner 1 and Owner 2). I want to create a report displaying how many deals each person has, broken down by if they are Owner 1 or Owner 2. Right now I have 2 separate reports for these and want to combin Lire la suite

I have created a report for our marking team that has count of contacts/Direct Traffic. They want me to seperate the report based on, "person" email (gmail, yahoo, aol, etc) vs a business eamil address. Is there a way to do this?

Hello! I don't have a lot of experience with the forecasting tool. I'm trying to find a report of forecast submissions by date. I'm looking to make sure forecast submissions are up to date on a weekly basis. I'd like to be able to make a repo Lire la suite

Can you tell me why the number of deals in my dashboard view is different from the number of deals in the dashboard view of my colleagues in the same team? I'm the only one who is different. Please explain why and how can I resolve it?

Hi everyone! I was wondering if anyone has any tips for creating the following report: Of a rep's customer accounts, what % of those accounts have had a meeting in the last 60 days Of a rep's"owned" customer accounts, what % of those have rece Lire la suite