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  • bdurmaz on December 02, 2021
    0 upvotes
    1 Replies
    Hey there, I am here looking for how can I generate more profit win probability for the deal at each stages. want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I...
    Reply
    Hall of Famer
    December 02, 2021 01:32
    Hi @bdurmaz , There is a default report for this in the report library. Navigate to Menu > Reports > Reports > ...
  • AAlmada4 on November 30, 2021
    0 upvotes
    1 Replies
    We need an U shaped attribution report wher we can filter out Deal Stages. While an opportunity is in Stage "Approval" which can take days - the opportunity is given a TRIAL login to our software makging "Direct traffic" become the #1 attributio...
    Reply
    Community Manager
    December 02, 2021 02:47
    Hi @AAlmada4 Thank you for reaching out. I want to tag some of our experts on this - @Mike_Eastwood @Dan1 @Ian_Matt do you have ...
  • DMackay on November 30, 2021
    0 upvotes
    5 Replies
    Is there an easy way to mark all deals/opportunities that appear in a sales pipeline dashboard as needing an update, preferably just once at a high level rather than having to go into each opportunity? Visually this might be to add a Red flag to eac...
    Reply
    Participant
    November 30, 2021 11:31
    Yes, I tried that at the outset as I thought it should deliver the outcome required. But if I set the inactice cards period to 7 days then go into a ...
  • SylinaS on November 29, 2021
    0 upvotes
    4 Replies
    Hello! I have a csv file from our companines pharmacy program that is not linked with hubspot. I would like to import this data so I can track ALL of my sales and create custom reports through hubspot. Unfortunately I've already discovered that...
    Reply
    Participant
    December 01, 2021 09:16
    Thank you!
  • Alex_L on November 29, 2021
    0 upvotes
    3 Replies
    Hi, I am generating a report on a sales rep by activity type (task, calls, emails, etc). Are we able to drill down more into filtering whether the activity type was automated (via sequence) or manual? I saw "Activity Created By" which shows who ...
    Reply
    Participant | Platinum Partner
    December 01, 2021 18:36
    Hi @Alex_L Thanks @TiphaineCuisset for the tag! So from what I understand @Alex_L , your goal is to generate a report where for a s...
  • kcamp on November 29, 2021
    0 upvotes
    1 Replies
    I have several dashboards with many stacked compoenets (list of products, salespersons etc). In order to see 1 facet I have to deselect all the others to remove them fromt he graph. Is there a shortcut to click on one and have all the others tu...
    Reply
    Hall of Famer
    November 29, 2021 11:51
    Hi @kcamp , This is currently not possible, you indeed have to deselect the other options or filter the whole report by this one aspect. I agr...
  • Solved
    JVerzuu on November 26, 2021
    1 upvotes
    3 Replies
    Hi all, In my deal stages I want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I don't have a clear overview where we lose our leads in our sales funnel. An...
    Reply
    Participant
    December 01, 2021 14:19
    But what if the deal *didnt* go through the stages perfectly? My biggest challenge currently is that HubSpot sales pipeline reports (velocity, con...
  • Edyta7510 on November 26, 2021
    0 upvotes
    1 Replies
    Hi all, As stated by HubSpot and confirmed by their technical support, reports update automatically every 2hours and they can be manually refreshed every 15 mins to pull new data. This is, however, not always the case from my experience. Typic...
    Reply
    Community Manager
    November 28, 2021 22:51
    Hi @Edyta7510 , Hmm, I haven't experienced this behaviour with my account so far. As far as I searched, there isn't related Community post in...
  • Solved
    jocallaghanSD on November 25, 2021
    0 upvotes
    1 Replies
    Hello! I'm new to HubSpot from previously using SF/Pardot. In SF I used to be able to create an overall marketing influence on the sales pipeline report. I can't seem to do this in HubSpot? Does anyone have a similar report? By Marketi...
    Reply
    Hall of Famer
    November 25, 2021 07:38
    Hi @jocallaghanSD , You won't find this report exactly (one $ amount for all of marketing's attribution to the sales pipeline), but you'll fin...
  • Lisette1 on November 23, 2021
    1 upvotes
    1 Replies
    Hi there, We would like to report on forecast vs revenue goals. So sales is setting their own forecasts (expectation of what they will close in a certain time range) and we would like to report on their own forecast vs their revenue goals. So l...
    Reply
    Community Manager
    November 24, 2021 03:14
    Hi @Lisette1 Thank you for reaching out. I want to tag some of our experts on this - @Josh @danmoyle @NicoleSengers do you have ...
  • aljones on November 22, 2021
    0 upvotes
    1 Replies
    This seems like a really simple thing we should be able to do - I am creating a pivot table report that compare YoY cumulative # and value by month. However, when I build the table like I would any other report - it splits the monthly by month + yea...
    Reply
    Member
    November 22, 2021 11:18
    I re-created what you are doing in my own environment. Are you trying to see the total ticket counts: (1) Month over Month (it shows you in the ima...
  • Marianna_Golyak on November 19, 2021
    0 upvotes
    2 Replies
    HubSpot can't seem to pull a simple reort on a deal along with the last note entred in that deal with the date. It seems like an easy enough task, but it can't be done in HS reporting. Does anyone have a solution? I just want to be able to update my...
    Reply
    November 22, 2021 11:23
    Thanks so much! Only problem is that the last activity date could have been longer than 120 days ago, so it woouldn't pull everything I need OR there...
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