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nigeld27 3月 22日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 22日, 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...続きを読む
phtheref 3月 21日, 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): 続きを読む
1 いいね!
3 コメント
3月 22日, 2023 01:21
Hi! I've tried but I am trying to achieve something like this: I haven't found a way to get report/dashboard which shows be data per month. ...続きを読む
PMgoUrban 3月 21日, 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 続きを読む
0 いいね!
2 コメント
キーアドバイザー | Gold Partner
3月 21日, 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. ...続きを読む
PLaw 3月 20日, 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.
0 いいね!
1 コメント
投稿者 | Diamond Partner
3月 20日, 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...続きを読む
CAusten 3月 20日, 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 続きを読む
0 いいね!
1 コメント
3月 20日, 2023 14:06
Hello @CAusten , Happy Monday!! I want to invite our top experts to this conversation @AdamLPW @jolle any suggestions to @CAusten matter? ...続きを読む
ABeney 3月 20日, 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 続きを読む
0 いいね!
3 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 20日, 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...続きを読む
DStone1 3月 20日, 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 続きを読む
0 いいね!
2 コメント
ソートリーダー | Solutions Partner
3月 21日, 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...続きを読む
rahul_inbound 3月 17日, 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 続きを読む
0 いいね!
1 コメント
3月 20日, 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...続きを読む
mayalaraineri 3月 16日, 2023
Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in 続きを読む
0 いいね!
1 コメント
ソートリーダー | Elite Partner
3月 16日, 2023 06:34
@mayalaraineri when creating a contact report that measures lifecycle stage, you can include a filter for "date entered [specific] lifecycle stage....続きを読む
JBateman7 3月 16日, 2023
Hi all! I'm looking to provide our finance team with a report/list showing sales grouped by state. We have a contact property called “IP state/region” which is a good starting point, but as I'm new to HS, I can't figure out what steps are re 続きを読む
1 いいね!
1 コメント
キーアドバイザー | Platinum Partner
3月 16日, 2023 08:05
Hey @JBateman7 , thanks for reaching out! This is a great question. You have two main options here: Option 1: Use the custom report bui...続きを読む
PMgoUrban 3月 16日, 2023
Can anyone suggest a list of 5 disqualification and 5 winback reasons that Sales people should fill out (for data analytics) - they only fill out 1 reasons of course, if they move deals to these stages.
0 いいね!
4 コメント
Accepted Solution
投稿者 | Solutions Partner
3月 16日, 2023 11:45
In that case, I would say: Pricing Discount New features New decision maker in the client's company Right timing (in case the reason for the...続きを読む
CBall0 3月 16日, 2023
How do i get a report - even better a sub task in tasks list to track the scheduled meetings i have in Hubspot - i have been manually creating these to track - and there is no way to generate a simple report on schedulked meetings?
0 いいね!
2 コメント
ソートリーダー | Solutions Partner
3月 17日, 2023 17:59
Happy to help @PamCotton , there are a few ways you can manage your scheduled meetings @CBall0 as part of managing your tasks. Here are a fe...続きを読む



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