I am trying to instantiate a forecasting spreadsheet in HubSpot and also provide reporting against monthly, quarterly and annual goals (see table below). These require many Finance and Sales inputs: 12 monthly, 4 Quarterly and 1 annually for each G Leer más
Hi there, I struggled with setting up this type of reporting in CRMs as well. I have built a solution to setup forecasting with flexible inputs and t...Leer más
Hi, I know how to create a new custom field Weighted Annual Recurring Revenue(WARR). However, when creating a pivot table where in columns I have the following years (2025, 2026, 2027,...) and WARR as the value, the system presents WARR as the cumul Leer más
Olá, pessoal! Usamos nosso atendimento dentro da Help Desk e estamos desenvolvendo o painel de relatórios. Nesse, queríamos medir o One Contact Resolution ou First Contact Resolution. Vocês tem alguma dica de solução? Obrigada!
I set up a Sales Reporting Dashboard. This dashboard includes 2 reports (among others): 1. Deals closed won this quarter by rep – Filtered to "THIS ENTIRE QUARTER" 2. Deals closed won all time by rep – Filtered to "ALL TIME" Here is th Leer más
Of course! Here you go...! In the Deals Won This Quarter By Rep, all 4 sales reps are included in this report, but I blocked their names our for ...Leer más
I'm using the filter section, and it doesn't seem to be recognising the filters I'm putting on. specifically : # Primary Company Then im using multiple companies to remove them from the list, starting with around 600 deals and over half of Leer más
Hi @DEvans48
I'd say the filtering works, but the fact that you have added the additional company filters in the same filter group means one...Leer más
Hi everyone, I'm trying to create a report in which I see the meeting start date on the horizontal axis and the count of the different outcomes on the vertical axis. The idea is to see how many meetings were completed, rescheduled, canceled, etc. Th Leer más
Hi @Andy_pmi ,
Have you checked whether "Stattgefunden" is a meeting outcome that is separate from "Completed"? https://knowledge.hubspot.com...Leer más
Hello Expert, I need to generate some customed reports that use the properties "Date entered (some specific stage)" across 9 sales pipelines and the date range needs to be the same in all (For example, Date enetered stage 1 in pipeline A is ran Leer más
Hello, As far as I know, HubSpot’s reporting doesn’t allow applying a single date filter across multiple Date Entered Stage properties. A workaro...Leer más
I want to track pipeline over time for the current quarter, (as in track the movement of everything meant to close in this quarter) but when I filter for a close date of this Q on a historical trending report it then drags deals that have a close lo Leer más
You're welcome! To set up the workflow, go to Automation -> Workflows and create a Deal-based workflow. Use the trigger Deal stage is known, then ...Leer más
Hey I have following question. I have this dashboard and I would like to depict the total number (here 5) on the top/bottom, so that it is directly visible on the dashboard. Is that possible? Here the data is small, but with larger numbers its alw Leer más
Hi @PiLia ,
As far as I know, this cannot be included in the existing visualization. You would have to clone the report, choose the "Summary" ...Leer más
Hi all, To improve our lead reporting I am setting up a dashboard to group the amount of leads that have been generated over the past few months based on a list gathering the contacts who've submitted a form and registered for an event (eventbr Leer más
Hi @NTemmerman ,
You could create a list of contacts that have clicked more than 5 marketing emails, but the timeline becomes a bit tricky bec...Leer más
Good day, colleagues, We are implementing a lead-scoring model on a company level as there is no option to do it on a lead level. I created a card - Lead Scoring level where we can see all criteria (BANT + company size, etc, and Lead scoring mo Leer más
Hi @ISmolin
you have a point here that is not possible for the moment to create scoring for Leads
however you can create a sync property with ...Leer más
Hey All, I have a question on how to turn a goals report in to a Cumulative line graph. At the moment I its got a date on the X Axis and Ive got it as a line graph but I can't find the option to make it cumulative. Can anyone please show me wher Leer más
Hey! As this is a report based on Goals, I am not sure I can add any new Goals Properties that are just a date field type nor can I change the ty...Leer más