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Solved
PPenev_1 on May 24, 2024
Hi Everyone, I'm having an issue with exporting Deal information from a HubSpot report in an Excel file. If a deal is linked to multiple companies, its information gets duplicated, based on the Company ID, which forces us to do lots of manual wo read more
1 upvote
4 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 24, 2024 09:43
Hey @PPenev_1 have you tried editing the column in the view and exporting only that information? This way you get to see only that information...read more
Tom_B on May 24, 2024
Hi, In our Sales Department, we've set up Teams per region/language (e.g. French, German, etc) which is their Primary Team , but we're running into issues when someone's account becomes deactivated on how firstly to auto-remove them from the da read more
0 upvote
1 Reply
Recognized Expert | Platinum Partner
May 24, 2024 09:16
Hi @Tom_B , At this current time, Users are not an object that can be used for reporting or filtering. Secondary teams aren't an ideal...read more
CBowden on May 23, 2024
Our Sales manager manages multiple reps of which my team develops campaigns for. Does anyone have an great Sales Rep progress dashboard they are willing to share?
0 upvote
1 Reply
Community Manager
May 24, 2024 05:42
Hi @CBowden , Thank you for reaching out to the Community! I'd like to share these resources that might be of interest: - 10 Sales Dashboard E...read more
IManiero on May 23, 2024
Hello! I'm looking to report on the effect of a sequence on pipeline efficiency. The metrics I'm interested in are: - How long deals stay in a specific stage of the pipeline and; - How quickly deals move down the pipeline I'm interested in a read more
0 upvote
1 Reply
Contributor
May 24, 2024 01:29
Hi @IManiero , Navigate to Sales > Reports > Create Report and searching for "Deal Time Spent in Each Stage". Hope this helps! Thanks
IManiero on May 23, 2024
Hello! I'm looking to create a report on the effect of a sequence on pipeline efficiency. The metrics I'm interested in are: - How long deals currently stay at a specific stage of the pipeline and; - Overall deal velocity (how quickly deals move read more
0 upvote
1 Reply
Community Manager
May 24, 2024 04:03
Hi @IManiero , Thank you for checking with the Community! First, I'd like to share this article " Create custom funnel reports (BETA) " that mig...read more
rickgoz on May 23, 2024
Hi, The new prospecting workspace is great and I completly stoped using Lead Status now - however, it seems that we don't have the same level of analytics off the shelf than we use to have with Deal Analysis of Lifecycle Stage Analysis. Is t read more
0 upvote
2 Replies
Guide | Elite Partner
May 24, 2024 02:43
@PamCotton Thanks for the tag! @rickgoz So if you are really have a super complex Pre-sales motions where you need to track every bi...read more
LChandler2 on May 22, 2024
We are looking to create a donor retention rate report for our dashboard. Has anyone successfully done this and if so how did you set it up?
0 upvote
3 Replies
Top Contributor | Partner
May 24, 2024 10:12
Hi @LChandler2 , I've wracked my brain on this one but have struggled to come with anything that shows what you are looking to see. The...read more
KNolte on May 21, 2024
Can a quick report be pulled for all unsubscribes for a sales team? I don't want marketing unsubscribes to affect the numbers. I specifically want to look at my team with the unsubscribe link in our emails for Outbound.
May 21, 2024 15:03
Hi Kris, Is there a specific type of "email type" for the sales people? If so, the inforamtion would be available in the filtered contact views where...read more
Solved
nvawh on May 21, 2024
Our dashboard has a few charts that show things like contacts per location by month and more. We recently integrated and imported all of our contacts that we used to have in Pipedrive since we stopped using it and wanted to get them into Hubspo read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 21, 2024 13:33
Hey @nvawh You can add a dimension to your report with the property Original Source Drill-down 1 or Record Source set to = Integration Thi...read more
rickgoz on May 21, 2024
Hi, I have two types of meetings—exploratory meetings and demo meetings—both linked to a Company Lead Status. I am trying to determine: The conversion rate from exploratory meetings to demo meetings. The lead time between these two types read more
0 upvote
2 Replies
Guide | Elite Partner
May 23, 2024 10:18
Hey @RickG - Thanks @PamCotton ! The conversion rate formula can be inputted into a formula field within the Formula field in custom report bu...read more
Solved
rickgoz on May 21, 2024
Hi, do you have any idea why my Sales Content Analytics does not update even if I am using Templates ? Is there anything to do to make sure a template is logged in when sending 1-1 emails ? Thank you
0 upvote
1 Reply
Accepted Solution
Community Manager
May 21, 2024 17:06
Hey @rickgoz , thank you for posting in our Community! Firstly, ensure that your templates are set up correctly and associated with your acc...read more
Solved
LHolmberg7 on May 21, 2024
Hi, We have incoming MQLs that goes into our sales funnel. If they qualify, they move on to become a potential opportunity (SQL). I'm not sure I fully understand how it works. Have I understood it correctly by describing the picture like this: " read more
0 upvote
2 Replies
Accepted Solution
Guide | Elite Partner
May 21, 2024 06:01
@LHolmberg7 - Looks to me you've built it out perfectly, just be mindful that there may be a date filter on your report (found just off your screen...read more
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