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SComeau on December 02, 2022
I LOVE the new Customer Journey reporting and it will solve many of our issues for where a lead came from and how long to convert. BUT... we need it to be longer than 30 days! 30 Days does not give us the data we need to find trends. Any idea when t read more
1 upvote
1 Reply
Recognized Expert | Elite Partner
December 02, 2022 13:28
It's pretty legit new reporting isn't it @SComeau 😊 You may already know of the ideas forum , but I'd definitely put this feedback there...read more
kvonloesecke on December 02, 2022
Hey Community, Year-end of reporting can feel like cramming for finals if you aren’t prepared! Here are some tips to make your end-of-the-year reporting process stress-free: Keep your CRM organized throughout the yea read more
2 upvotes
2 Replies
Recognized Expert | Elite Partner
December 02, 2022 13:32
Great advice @kvonloesecke - love this! The premade reports are a lifesaver. I'd also think ahead and prepare for the end of 2023 if someone's feel...read more
SBedford on December 01, 2022
Hello, It would be great if I could forecast by MRR upsell so I can get an idea on our monthly upsell potential. Currently the forecasting tool shows the ARR for a defined closed/billed period. Has anyone found a way to do this? Thanks Sh read more
0 upvote
1 Reply
Community Manager
December 01, 2022 15:12
Hello @SBedford , thank you for posting in our Community! I was able to find a similar thread here about this matter. You will be able to fi...read more
JMeakin on December 01, 2022
Hi, I am looking to update our existing sales report via our Hubspot dashboard. We have different monthly revenue targets and I was wondering if these can be entered indiviudally instead of an average goal target per month based on the yearl read more
0 upvote
4 Replies
Recognized Expert | Elite Partner
December 02, 2022 12:55
In that case I would explore the custom report builder and use a pivot table. That may get you a more comprehensive look at your revenue targets. I d...read more
JWalczak on November 30, 2022
Hello. I'd like to measure BD activity - where a call, meeting, email are logged but be able to filter by deal stage. Why is this important. Some of activities logged against deals further down the deal pipeline are now existing clients, so these read more
0 upvote
3 Replies
Hall of Famer | Partner
December 01, 2022 21:48
Hello @JWalczak , With those report settings, you're not seeing activities created in those two deal stages; you're seeing activities associat...read more
sofiavaldez on November 30, 2022
Hello community, I would like to create a sales report that contains dates, contacts, leads, owners, calls, tasks etc., but I only want to display the data from October and November, and the report shows me all the months of the year, ¿Can somebod read more
0 upvote
1 Reply
Top Contributor
November 30, 2022 08:35
Hi @sofiavaldez That's a quite a lot of information in one report 😉 What's it being used for? Have you checked out the HubSpot template...read more
Solved
justip on November 29, 2022
Hi, I'm currently looking for a way to create a report for my team dashboard that will report on the quarterly deal and company pipeline activity for a particular quarter. Basically, I want something that will be able to tell me: - How many read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 29, 2022 04:14
Hi @justip , Happy to help here. @justip wrote: - How many companies this quarter have moved in the sales pipeline to any stage fur...read more
Tucker1 on November 28, 2022
Hello everyone, I was hoping that someone could help me out here.. I would like to have a report that I can pull in order to see how many calls vs how many qualification, meetings set, deals made, etc. However, when I pull the report, it w read more
0 upvote
4 Replies
Hall of Famer | Partner
November 29, 2022 07:23
Hi @Tucker1 , Your report has the primary data source contacts, so it shouldn't be showing contacts multiple times. With the report you'...read more
Solved
Clades17 on November 28, 2022
Dear community, I'm trying to find a way to build a report that allows me to see the delta for deals' weighted amount over weeks. Basically, I'd like to be able to see how much the sum of the weighted amounts in my pipeline has changed over the l read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2022 06:40
Hi @Clades17 , To achieve this, you would set your report up with a cumulative visualization. (This is not available for bar charts in the sin...read more
Solved
WVidal on November 24, 2022
Dear all, I am creating a new view for my transactions where I want to track, for each of them, the next steps. The columns I want to display are : No of the transaction Company attached Date of the next activity Red/yellow/green bubble read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 24, 2022 07:44
Hi @WVidal , Happy to help here. Unfortunately, it's not possible to achieve everything you want to accomplish in one report. You'll have to c...read more
Solved
ABroome on November 24, 2022
It has been requested by multiple HubSpot users that it would be helpful to be able to export the contents of the activity on deals. Parts of our business use the activity to give a more detailed understanding of where in the 'completing stage' the read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 24, 2022 07:34
Hi @ABroome , Sure! Navigate to Menu > Reports > Reports > Create report > Custom Report Builder and then select Deals ...read more
Solved
AKlobnock on November 22, 2022
I'm trying to export the timestamp associated with contact creation. Most of our leads are through paid media, I'd like to look at the created date and model out what dates/times of the ads converts best. Is there a way to export contacts cre read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 22, 2022 22:43
Hi @AKlobnock , On the contact index page ( Menu > Contacts > Contacts ) you should by default have a Create date column already...read more
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