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ViniciusAmoroso on Februar 22, 2024
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 Beitrag ansehen
1 Likes
3 Antworten
Vordenker/-in | Gold Partner
Februar 22, 2024 15:01
You can add any of these reports to the Dashboard you want. If you want to change the type of graphic you need PRO licences Once you find this ...Beitrag ansehen
Gelöst
KubaNowakowski on Februar 21, 2024
Hello HubSpot community, I hope you're all doing well. I'm currently working on creating a report that displays both qualified and unqualified leads, utilizing the lifecycle stages to differentiate. However, when I add the lifecycle stage to the Beitrag ansehen
0 Likes
10 Antworten
Accepted Solution
Mitwirkender/Mitwirkende
Februar 21, 2024 07:26
Never mind 😛 , just need to cover my qualification criteria with the workflow and I should be good on the data quality. Thanks for the help!
Gelöst
KubaNowakowski on Februar 21, 2024
Hello HubSpot community, I hope everyone is doing well. I'm currently facing an issue with creating reports on deals closed where adding products to the display seems to inflate the number of deals. It appears that HubSpot counts by products rat Beitrag ansehen
0 Likes
10 Antworten
Accepted Solution
Mitwirkender/Mitwirkende
Februar 21, 2024 11:35
Hi @KubaNowakowski , Using Line Items might be a better option as there is a 'Count of line items' property included in line item reports. ...Beitrag ansehen
Tim_dgn on Februar 21, 2024
Hello, I'd like to use Hubspot to track and analyze my sales precisely. Do you know if there are any functionalities (report creation, for example) that allow me to see directly the evolution of my sales between two periods and to see what Beitrag ansehen
Koryphäe | Diamond Partner
Februar 22, 2024 14:06
@Tim_dgn Thank you for the additional details about how you're using Excel for this report. To add your estimated sales / budget, you would n...Beitrag ansehen
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LDeniz on Februar 19, 2024
Hi there, Have run a report over the activities object filtered on meeting type. Does anyone know what the differene is between activity date and create date? I assume activity date is the date of the associated activity but am more confused by Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
Februar 19, 2024 13:46
Hi @LDeniz , A good example would be a manually logged meeting. If you log it today, retroactively for last Monday, then the Create date is to...Beitrag ansehen
EdK1 on Februar 19, 2024
Hi, my interface had a dasbhboard where I could see the flow, from Enquiry-Information Provided-Quote-Order Successful-Order UnsuccessFull, Completed, Invoiced etc. This seems to have disappeared. Where can I find this again?
0 Likes
2 Antworten
Mitglied
Februar 19, 2024 10:07
Hi 1) I have checked now and I am logged in with the same username and password. I can also see all the previous communication and contacts. 2) We are...Beitrag ansehen
Gelöst
CRosa on Februar 19, 2024
I am working in an Enterprise client account. I believe the pie chart is the only native reporting format that can show a percentage of total. Anyone know of a hack to do so in a table format report on deal object? e.g: Existing dropdown select p Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Trendsetter/-in | Platinum Partner
Februar 19, 2024 09:35
Hi @CRosa , Short answer, I think datasets is the way to go! I answered something very similar in an AMA last week. See the ques...Beitrag ansehen
Gelöst
jayjay2 on Februar 18, 2024
when viewing a [public/shared] report: a log is created under "last view' with your name and date/time stamp...is there a way to view a report without logging a last view?
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 18, 2024 10:25
Hi @jayjay2 , This is not possible, no. Best regards!
Gelöst
Anyacady on Februar 16, 2024
Hello! I need to create 6 individual reports for each sales rep to show their protected accounts (companies) that have not returned contact in the last 6 months. Is there a way to effectively do this? Returned contact includes replied to an Beitrag ansehen
0 Likes
5 Antworten
Accepted Solution
Mitwirkender/Mitwirkende
Februar 20, 2024 12:08
Ok so firstly you will need to a custom date property on Contacts, and call it something like 'Last returned contact date'. You will then need to...Beitrag ansehen
LWest0 on Februar 15, 2024
Hi there! I am looking to create a table report of my Deals by Company. I would like the row to be Companies and then I'd want the next column to be sum of Amount in X Pipeline and then another column that would be sum of Amount in Z Pipeline. I Beitrag ansehen
0 Likes
3 Antworten
Mitwirkender/Mitwirkende
Februar 22, 2024 15:24
Hi Again! Just following up to see if you got my recent question on this. Thank you! LW
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MYamada on Februar 14, 2024
Is there an option to set dashboard pdf layout setup similar to Excel, where one can set the print area to be one page landscape, even if it has to reduce the size of the table or graph? We have a number of reports that are emailed outside of our or Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
Februar 14, 2024 13:08
Hi @MYamada , Unfortunately not, no. The reports that can be shared or exported as PDFs don't offer that type of customisation. Best reg...Beitrag ansehen
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IMcGriff on Februar 13, 2024
Is there a way to take the data from a custom report and use it in a workflow to update a custom company property? For example, I have a report that breaks down revenue per customer per segment from two pipeline sources during a select time fram Beitrag ansehen
1 Likes
9 Antworten
Accepted Solution
Koryphäe | Diamond Partner
Februar 13, 2024 19:10
@IMcGriff CRM cards are relatively new, here are a few good resources to help you get started: CRM Card beginner's workshop React ba...Beitrag ansehen
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