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Solved
SComeau on September 29, 2022
Is there was way to see a list of reports that are currently being e-mailed to users? We have over 900 reports and I need to know which are being e-mailed regulary so I can adjust some fields due to property changes in our CRM. This seems like a no read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 29, 2022 22:01
Hi @SComeau , This does not seem to be possible, unfortunately, see here: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and...read more
Solved
Krista21 on September 28, 2022
We have a sales development team and a sales team working in different pipelines but the sales cycle flows from the Sales Dev Pipeline to the Sales Pipeline. For example, a lead will get dropped into the sales development pipeline for the Sales Deve read more
3 upvotes
5 Replies
Accepted Solution
Guide | Platinum Partner
September 28, 2022 14:28
Hey @Krista21 , thanks for reaching out! This is an awesome use case. While it's true that there isn't default cross-pipeline reporting (since...read more
Solved
UAdmin5 on September 28, 2022
I have exported the property history of the 'Deal Stage' property. This includes a column for 'Deal Stage Change Date', which is a datetime value. I'm trying to upload this to a new property in HubSpot. However, there is no datetime-type propert read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 28, 2022 12:13
Hi @UAdmin5 , Unless you want to store this information in a single-line text property, there currently isn't, no. The HubSpot UI only display...read more
EKnaack on September 28, 2022
Hey there! I am somewhat familiar with Hubspot lingo and basic functions BUT I need major help on this project. Someone set up our revenue tracking before I was here and it is not functional for what we need. It's not really a priority for read more
0 upvote
3 Replies
Guide | Platinum Partner
September 30, 2022 09:10
Thanks for the mention, @kvonloesecke ! Very good questions, @EKnaack ! Echoing @Jnix284 , we need to know more about your current and ideal...read more
Solved
KundanNasir on September 27, 2022
I have an important question regarding the HubSpot analytics tools. So basically our Sales agents are divided into multiple teams and we want to give access to Team leads to monitor the Sales Analytics for their respective teams, so they coul read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 27, 2022 21:36
Hi @KundanNasir , Unfortunately, report creation permissions don't are not as flexible in HubSpot. Whoever has the permissions to create and e...read more
JacquelineOng on September 27, 2022
You’ve done all the heavy lifting and emailed your contacts. Now it’s time to see if anyone’s interested so you can follow up with those warm leads. But wait, how do you do that again? That’s where the Reports tool in HubSpot comes read more
2 upvotes
1 Reply
Recognized Expert | Elite Partner
September 27, 2022 06:30
Helpful reminder @JacquelineOng . My tip for building custom report is this: First, see which standard reports help you tell your data story. If you...read more
SMohan3 on September 26, 2022
E.g. An SDR logged a call/meeting and added the AE as an attendee. I'm trying to build a report on how many such calls did the particular AE attend. Is there a way to report basis 'associated contacts' or attendees on a call/ meeting? Thanks
0 upvote
1 Reply
Community Manager
September 26, 2022 15:00
Hello @SMohan3 , Happy Monday! I would like to add our top experts to share their ideas, @Mike_Eastwood @Bryantworks @ConnorSlivensky any re...read more
Solved
GAnoh on September 26, 2022
Hello, I would like to set a trigger/automation. The idea is whenever a deal's status changes to 'Closed Won (Sales Pipeline)', the property 'gclid' is added to the deal (This property is gotten from the contact attached to this deal. I cannot get read more
1 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
September 26, 2022 06:37
@GAnoh here's how I would solve for this woth a workflow. Build an active list of contacts where, when an associated Deal is closed won, the...read more
Solved
lombagio on September 23, 2022
Hi all, The first image shows the chart types that are available on my Hubpot, the second one shows chart types illustrated on the official hubspot guide. https://knowledge.hubspot.com/reports/understand-different-chart-styles-in-your-hubspot-r read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 23, 2022 03:49
Hi @lombagio , The first screenshot is from Menu > Reports > Reports > Create report > Single object while the second is...read more
Solved
ONightingale on September 22, 2022
A sales colleague of mine asked if it's possible to set up a sales report dashboard showing only activity for q4 - qualified leads, nurturing leads, proposal sent, contracting, closed won and closed lost. would it be also possible to set up one for read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 22, 2022 21:56
Hi @ONightingale , Yes, generally reports and dashboards can be filtered by the dates used in those reports. For example, at the top of a defa...read more
Solved
ABlindenbache2 on September 21, 2022
Hi, I am trying to create a report which of all resellers that HAVE NOT created a deal this year for a certain product ID. I would really need a NOT statement besides AND and OR. Or if any of you have another workaround to this, i am keen to hear it read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
September 21, 2022 05:05
Hi @ABlindenbache , Are resellers created as contact records? If so, you can create a contact list of all contacts which are resellers and the...read more
Solved
jdsillion on September 20, 2022
Hi - I am trying to triangulate our forecast based on deal stage and forecast categories. Right now both number are coming from the same calculation (deal stages). I wanted to know if it was possible to assign weight to the forecast categories to h read more
1 upvote
2 Replies
Accepted Solution
Member
September 22, 2022 08:15
Hi, sounds like you might need advanced forecasting, have you checked out Kluster? https://ecosystem.hubspot.com/marketplace/apps/sales/crm/kluster-...read more
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