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SColeman9 en Febrero 17, 2025
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
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1 Respuestas
Miembro
Febrero 17, 2025 21:51
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
KGoral en Febrero 17, 2025
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
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mlfonsecac en Febrero 17, 2025
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!
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sarahbecherer en Febrero 17, 2025
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
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2 Respuestas
Colaborador
Febrero 17, 2025 12:22
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
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DEvans48 en Febrero 17, 2025
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
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3 Respuestas
Solución Aceptada
Experto reconocido
Febrero 17, 2025 05:59
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
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Andy_pmi en Febrero 17, 2025
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
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Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 17, 2025 02:57
Hi @Andy_pmi , Have you checked whether "Stattgefunden" is a meeting outcome that is separate from "Completed"? https://knowledge.hubspot.com...Leer más
Albus_Bui en Febrero 16, 2025
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
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1 Respuestas
Colaborador
Febrero 17, 2025 04:31
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
Riley1343 en Febrero 14, 2025
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
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3 Respuestas
Participante
Febrero 17, 2025 04:14
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
PiLia en Febrero 14, 2025
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
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1 Respuestas
Miembro del salón de la fama | Partner
Febrero 14, 2025 04:03
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
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NTemmerman en Febrero 13, 2025
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
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1 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Diamond
Febrero 13, 2025 15:43
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
ISmolin en Febrero 13, 2025
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
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2 Respuestas
Miembro estimable | Partner nivel Platinum
Febrero 17, 2025 11:09
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
DCrinnion1 en Febrero 13, 2025
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
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4 Respuestas
Colaborador
Febrero 13, 2025 10:03
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
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