I have a dealership client who has to report on how many deals have been in each deal stage during a week and a month. The issue we are running into is that all of the HubSpot reporting REMOVES a deal from a stage once it has left that stage and read more
Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there read more
When using the dashboard, I can see that the data from my 'deals' sales pipeline is incompletely visualized in the template graphs. For example, I know that more than 20 deals have been signed in the last period (as indicated by the filter), but it' read more
Sometimes we collect deposits on a portion of a Deal and I'd like to be able to forecast that revenue on my Dashboard apart from the balance since those two transactions may occur months apart. Any ideas on how I can do this?
Hello Together. I try to craete a report based on the property changes in this case from Ticket Status. Is it possible to reach this dimension - coulnd't finde a way to do it? Or by the API maybe? Thank You, Thomas.
Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some read more
Hi, Can anyone let me know how to create the contact/lead feedback report? Say we work with an agency who helps generating leads through marketing channels for us and those leads are assigned to sales reps. Sales reps outreaches to assigned read more
I am trying to build a report, that shows how we perform vs budget for billede revenue in an accounting year. I have entered monthly revenue targets in goal objective. We are creating deals - based on line items wit a start billing date. I wou read more
Hey there! Is there a smart way to get a report on if an email has been sent after the first meeting has happened? I've created a report, but only managed to build it based on 1st meeting date and last activity - however I cannot see if that email read more
I've been editing and exploring the reports and dashboards for a few days now, but I haven't yet found a solution that can meet this demand. Currently we would like to analyze the average time that sellers take from the moment the deal is created u read more