I have deal, with a date property when someone completes their mandatory annual training. How can I show a pie chart showing all people (filtered) where that date > 12 months ago, vs everyone else. I have the date field. I also have a calcul 続きを読む
Hello, I’m trying to create a weekly report to track how many new contacts each sales rep has reached out to during the week — specifically: The contact has no open or won deals at the beginning of the week (they may have Lost or Unqualified d 続きを読む
The most accurate way to track “new contacts each rep reached out to this week” even if they book a meeting or open a deal later in the week is to s...続きを読む
Hi, I am working on custom reports and want to create one for a particular stage. It will be months against ARR for "Closed Won" Stage. How can I do this? I tried a custom report but couldn't create for particular months. Then, it is for all sta 続きを読む
Hi community - I'm working on a funnel report, and it's not pulling in deals we've closed this month. I have each stage laid out, and data is populating. But, it's not pulling in data from the deals I've closed in November to date. Any litt 続きを読む
Hi, I am working on a custom report to see my ARR against each month. When I hover on the bar for ARR, it should show me which deals are giving me that ARR for each month. How can I do that?
Hello community... We would like to create more detailed company profiles on data we would collect in onboarding interviews with organizations. I am concerned that this data can change frequently (perhaps quarterly to up annually). If we create pro 続きを読む
Hi, I would like to build a table in a deal journey report, where I would see how many deals go to the next stage, and how many to different categories of lost . I have managed that partially - what I want to keep is in yellow, but how to cle 続きを読む
To build a table in a deal journey report that shows how many deals move to the next stage and how many are lost, along with the reasons for those lo...続きを読む
Hi there, I'm looking for a way to create a report where we can see the average sales activities on a company it takes to create a deal. To give some background, our sales team does quite some cold outreach (mainly calling, following up by email), 続きを読む
My company uses the forecast submission tool for tracking our commits, closed won, etc. One important piece that I cannot seem to find is reporting on the forecast my reps submit week over week. I think it is imperative that we can view what everyon 続きを読む
To report on the forecasts your reps submit week over week in HubSpot, you can use Historical Trend Reporting. First, enable Historical Trending for ...続きを読む
Hi everyone! 👋 I just wanted to check if it’s possible to connect both Google Analytics 4 (GA4) and Google Search Console data to HubSpot so that the website metrics show up in HubSpot dashboards. Our website is built on WordPress and the 続きを読む
I’m looking for the best way to mark contacts as “Inactive” in HubSpot and be able to filter them out easily from the main Contacts view, while also making it clear on the company record that those contacts are inactive. Here’s the challenge: We 続きを読む
Hi everyone, I hope you can help me. So HubSpot has an MRR report > Reports > Sales > Forecast & Revenue > Revenue (beta ) This has the filter/field "Existing Recurring Revenue" - image below When I try to build this 続きを読む