I am really hoping someone else has figured this out. I know Hubspot likes a week to be Monday-Sunday. But some aspects of reporting seems to like Sunday-Saturday. I am creating a combination report that shows tickets created daily, grouped by 続きを読む

Hello, I'm wanting to track the number of sales activities (tasks, calls, emails) sent specifically to only company records done by our managers. I can't figure out a way to exclude sales activities to contact records. my data sources are on 続きを読む

Dear community, I've created a historical snapshot report that breakdown by deal stages. But, it doesn't show 2 specific stages (Deal Lost, Deal Closed) despite they are all under the same pipeline. Any help would be appreciated. Thank you 続きを読む

Hallo zusammen, ich benötige für einen Bericht einen Datumsfilter der mir die Datensätze (in diesem Fall Meetings) in der übernächsten Woche ausgibt. Hat hier jemand eine Idee dazu? Beispiel: Diese Woche würde mir dann die aufsummierten Ter 続きを読む

I am trying to create a table report based on the following: The deal is in "Closed Won", it shows the MRC by month for this calendar year and adds the MRC in the month that it was closed. IE deal 1 closes in Jan - so it have MRC values from Jan t 続きを読む

I need to create a report that shows me all the contacts who do not have a specific Deal (Deal Name = Deal 1), but have one or more specific Deals (Deal Name = Deal 2 or Deal 3 or Deal 4). I have tried to do it in several ways, but without success. 続きを読む

I am in need of a report for companies (Type: Dealer) that shows a list of the associated companies with a specific association label (Label: National Account to Dealer). For example: I need the report to show that Dealer A (Company) is associa 続きを読む

Hi There I currently use the lead and deal funnel for customer outreach flow, however the stages are not nessacarily sequential. ie I have a stage "Stagnant" but a lead might not move through that stage if they go from connected to a deal. 続きを読む

We are trying to create a meetings booked report where the goal is a sloping trend line that increases as the quarter goes on. There is a template report for meetings booked vs goal but when I use this it only takes the goal from the previous fi 続きを読む

Hello all, We've added "Target POV end date" and "Actual POV end date" to our sales deals in order to keep track of how often prospects get extensions to their trial periods of our software. However, as you can see from this screenshot, it's 続きを読む

Hi, colleagues, Can we create a report where we will see the value of deals based on the stages of the deals and the probability of closing them? Now we have a report (historical snapshots - Sales Analytics) - the Total Value of the deals in a p 続きを読む

Hi, I have been using a custom report that shows the number of contacts moving through all lifecycle stages for a custom period of time (all stages need to be in one report, and not sepparate), as such: This way, I would see a summar 続きを読む