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  • JVerzuu on November 26, 2021
    1 Replies
    Hi all, In my deal stages I want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I don't have a clear overview where we lose our leads in our sales funnel. An...
    Hall of Famer
    November 26, 2021 06:10
    Hi @JVerzuu , There is a default report for this in the report library. Navigate to Menu > Reports > Reports > Report libary ...
  • Edyta7510 on November 26, 2021
    0 Replies
    Hi all, As stated by HubSpot and confirmed by their technical support, reports update automatically every 2hours and they can be manually refreshed every 15 mins to pull new data. This is, however, not always the case from my experience. Typic...
  • jocallaghanSD on November 25, 2021
    1 Replies
    Hello! I'm new to HubSpot from previously using SF/Pardot. In SF I used to be able to create an overall marketing influence on the sales pipeline report. I can't seem to do this in HubSpot? Does anyone have a similar report? By Marketi...
    Hall of Famer
    November 25, 2021 07:38
    Hi @jocallaghanSD , You won't find this report exactly (one $ amount for all of marketing's attribution to the sales pipeline), but you'll fin...
  • Lisette1 on November 23, 2021
    1 Replies
    Hi there, We would like to report on forecast vs revenue goals. So sales is setting their own forecasts (expectation of what they will close in a certain time range) and we would like to report on their own forecast vs their revenue goals. So l...
    Community Manager
    November 24, 2021 03:14
    Hi @Lisette1 Thank you for reaching out. I want to tag some of our experts on this - @Josh @danmoyle @NicoleSengers do you have ...
  • aljones on November 22, 2021
    1 Replies
    This seems like a really simple thing we should be able to do - I am creating a pivot table report that compare YoY cumulative # and value by month. However, when I build the table like I would any other report - it splits the monthly by month + yea...
    November 22, 2021 11:18
    I re-created what you are doing in my own environment. Are you trying to see the total ticket counts: (1) Month over Month (it shows you in the ima...
  • Marianna_Golyak on November 19, 2021
    2 Replies
    HubSpot can't seem to pull a simple reort on a deal along with the last note entred in that deal with the date. It seems like an easy enough task, but it can't be done in HS reporting. Does anyone have a solution? I just want to be able to update my...
    November 22, 2021 11:23
    Thanks so much! Only problem is that the last activity date could have been longer than 120 days ago, so it woouldn't pull everything I need OR there...
  • colson on November 18, 2021
    3 Replies
    We are trying to log historical Deal Amounts to capture trends over time. The only way we can see this happening is by creating unique deal properties for each and then using a calculation to store the monthly totals. Does anyone know of a prop...
    Participant | Partner
    November 22, 2021 16:30
    Hi there, You could pull in the Deal Amount (Closed or Forecasted), Date, and any other data you wish to include into the reports builder and ut...
  • BMeneer on November 18, 2021
    1 Replies
    Hi I am trying to use the Deal Stage and Funnel report and it doesn't seem to update when I move deals around, I only seem to get the 1st 3 lines with some data. Can anyone help? we have the free version and the support told me to reach out her...
    Hall of Famer
    November 18, 2021 04:36
    Hi @BMeneer , I'm not 100% sure without poking around the report in your portal myself but here's what I think is happening: By default, this ...
  • AJohnson8 on November 16, 2021
    0 Replies
    Keyword Research Tuesday, November 30th | 2:00 PM (GMT), 9:00 AM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the SEO (EMEA) HUG led by HubSpot partner Whitehat is excited to host ...
  • PPowell0 on November 16, 2021
    1 Replies
    Hi, We are a SaaS company and i have succesfully set up a product library with our one-off hardware line items as well as our SaaS tariffs. What i need to be able to do is accurately forecast the incramental monthly and annual recurring revenue ...
    Community Manager
    November 16, 2021 23:08
    Thank you for your post @PPowell0 . I wanted to tag in @Josh and @StefaniUAT who have shared great knowledge around reporting- would you be a...
  • SandyV on November 15, 2021
    5 Replies
    I wish to capture the page title and consume the same for building reports in report builder how that can be done.
    Hall of Famer
    November 17, 2021 00:40
    Hi @SandyV , As far as I know this information can't be accessed in the custom report builder. You'd have to either work with the traffic anal...
  • Solved
    DWilliams23 on November 15, 2021
    3 Replies
    Hello! HubSpot is tracking the activity (like calendar invites) of some of our team members for whom we do not want to track activity. In fact, one person never even accepted their HS invite and her calendar activity is tracking. We only want our...
    November 16, 2021 07:38
    Thank you Karsten. I will remove them from the CRM. I don't think any of them have connected their calendars to HS though, which is strange that ...
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