Hi All, We have a custom object called 'Insights' where various members of our team capture pieces of intelligence about our clients / market, which is associated to companies and contacts. Data structure is like: Insight Name -> Date -&g Lire la suite

I'm trying to get a report that shows me all of the fields below. So far, I've only been able to find a few of the fields in a custom report and a couple of the fields in the canned report called "Ad campaigns with cost per click." I'd like t Lire la suite

Is it possible to create a dash with: the average number of emails sent for each lead created in 2023 in the first 15 days after lead creation?

Dear all, I have the following challenge: ""•Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline view (x-axis) like Deals closed over Time. It should allow to filter per Sales Rep to see total amount Lire la suite

Hello, We are on the 'free' sales subscription, which is to say: We use Hubspot deal pipeline but nothing else in the sales tools. There are 7 stages to our pipeline. I want to pull a report that tells me how long a deal is within each st Lire la suite

Hi! Cannot find a way to do this (noob 😉 How can I create report/dashboard which are telling me forecast of weighted deals ACV values per month? For example: I have 2 deals (lets assume those €:s are weighted amounts based on pipeline stages): Lire la suite

Does anyone have handy advice for tracking expected MRR while deals are still in the Sales Pipeline and before a prospect has committed? I an thinking something including line items calculations which as far as I can tell cannot be done in the l Lire la suite

Any Goal From Scratch created for meetings shows as " No goals found. Please reload the page or update the filters." This was working previously however no longer does.

Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n Lire la suite

Hi there, We tracked registrations for an event using a custom property, but now I want to see how many contacts had this property over time i.e. a report that displays how many that had the property as 'registered' daily over 3 months. Does any Lire la suite

A quick bit of background to help with this: We are a school, and we want to see numbers of applications (deals) on 1st May 2023 vs 1st May 2022. The deal stages are the same, but property field values are different. To help us determine whi Lire la suite

Hi guys, Recently Kixie changed the SMS logging system from task to native SMS object in Hubspot. I am trying to pull a report to segment SMS sent vs received, but like task (which has task title and description) as filters...for SMS I cannot find Lire la suite