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PBaxter le Mars 24, 2023
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
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BamaBoy le Mars 23, 2023
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
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Gestionnaire de communauté
Mars 24, 2023 07:59
Hello @BamaBoy Happy Friday! I want to invite our top experts to this conversation @ndwilliams3 @Mike_Eastwood @Josh you have any suggesti...Lire la suite
HNascimento le Mars 23, 2023
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?
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Au panthéon de la communauté | Partenaire solutions
Mars 23, 2023 22:22
Hi @HNascimento , Not historically, I think, no. Even going forward, unfortunately, this can not be achieved perfectly, only via approximation...Lire la suite
PMgoUrban le Mars 23, 2023
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
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Contributeur de premier rang | Partenaire solutions
Mars 23, 2023 22:35
Hey @Jaycee_Lewis Thanks for adding me to this query, always happy to help!
nigeld27 le Mars 22, 2023
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
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Au panthéon de la communauté | Partenaire solutions
Mars 22, 2023 06:09
Hi @nigeld27 , Navigate to Menu > Reports > Reports > Create report and use the search bar in the top left to look up 'Deal a...Lire la suite
phtheref le Mars 21, 2023
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
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Mars 23, 2023 00:15
This is what I "know" and get a result... This shows MRR (not weighted) values: I really don't want to see stages at x-axis but instead of that...Lire la suite
PMgoUrban le Mars 21, 2023
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
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Conseiller clé | Partenaire solutions Gold
Mars 21, 2023 19:23
Hi @PMgoUrban Sales Hub Enterprise customers can access MRR Reporting but it's only for Deals that are Closed Won, not predicted revenue. ...Lire la suite
PLaw le Mars 20, 2023
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.
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Contributeur | Partenaire solutions Diamond
Mars 20, 2023 06:45
Hi @PLaw , If this was working previously and you haven't made any changes on your end, it sounds like it might be a bug and you should conta...Lire la suite
CAusten le Mars 20, 2023
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
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Gestionnaire de communauté
Mars 23, 2023 14:02
Hi @CAusten , yes I can. To our top experts @Bruno_Teixeira @Josh @johnelmer any suggestions on building these reports to @CAusten ? ...Lire la suite
ABeney le Mars 20, 2023
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
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Au panthéon de la communauté | Partenaire solutions
Mars 20, 2023 03:44
Hi @ABeney , This is most easily done using a workflow that sets a date property to the current date when the contact registers. For exa...Lire la suite
DStone1 le Mars 20, 2023
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
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Leader d'opinion | Partenaire solutions
Mars 21, 2023 11:39
Hi @DStone1 , happy to share a few thoughts - I've been thinking this through since @PamCotton tagged me yesterday because it's not so straightfor...Lire la suite
rahul_inbound le Mars 17, 2023
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
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Gestionnaire de communauté
Mars 20, 2023 05:51
Hi @rahul_inbound , Thank you for reaching out to the Community! Could you tell us which subscription level you're on? Custom reporting f...Lire la suite
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