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BamaBoy on March 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 read more
0 upvote
1 Reply
Community Manager
March 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...read more
HNascimento on March 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?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 23, 2023 22:22
Hi @HNascimento , Not historically, I think, no. Even going forward, unfortunately, this can not be achieved perfectly, only via approximation...read more
PMgoUrban on March 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 read more
0 upvote
3 Replies
Top Contributor | Partner
March 23, 2023 22:35
Hey @Jaycee_Lewis Thanks for adding me to this query, always happy to help!
nigeld27 on March 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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 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...read more
phtheref on March 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): read more
1 upvote
4 Replies
March 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...read more
PMgoUrban on March 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 read more
0 upvote
2 Replies
Key Advisor | Gold Partner
March 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. ...read more
PLaw on March 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.
0 upvote
1 Reply
Contributor | Diamond Partner
March 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...read more
CAusten on March 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 read more
0 upvote
3 Replies
Community Manager
March 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 ? ...read more
ABeney on March 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 read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 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...read more
DStone1 on March 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 read more
0 upvote
2 Replies
Thought Leader | Partner
March 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...read more
rahul_inbound on March 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 read more
0 upvote
1 Reply
Community Manager
March 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...read more
mayalaraineri on March 16, 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 read more
0 upvote
1 Reply
Thought Leader | Elite Partner
March 16, 2023 06:34
@mayalaraineri when creating a contact report that measures lifecycle stage, you can include a filter for "date entered [specific] lifecycle stage....read more
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