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Maid2Match on Juni 05, 2023
Hi Team, We have been trying to establish and use Average First Response Time based on SLA due date for quite some time now but have not been successful in generating the report. We only operate during weekdays from 8am to 6pm Australian Ti Beitrag ansehen
0 Antwort
Scoobie919 on Juni 05, 2023
We have our forecast meetings weekly, and I'm looking for a way to highlight the deals that went to close won or got pushed out of the quarter as well as any increases or decreases in the deal amounts. I've played with custom reports but cannot iden Beitrag ansehen
1 Antwort
Juni 05, 2023 20:05
You could potentially create a workflow to help flag this in a property that you could then use in reporting. Looking for when a deal value changes o...Beitrag ansehen
DMandalia on Juni 05, 2023
Hi, I am trying to create a report to show contacts with bounced emails from sequences. I have created the report but when I try to export, the full name does not show. Is there a way where I can see the contacts email bounced and when exporting Beitrag ansehen
5 Antworten
Accepted Solution
Berühmtheit | Partner
Juni 05, 2023 10:45
Hi @DMandalia , You need to add all fields you'd like in the export in this section: Best regards!
chloey on Juni 05, 2023
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with Beitrag ansehen
Trendsetter/-in | Platinum Partner
Juni 05, 2023 08:45
Hey @chloey , thanks for reaching out! This is a great question. The easiest way to report on different call types would be to customize your ...Beitrag ansehen
SDavis-Green on Juni 05, 2023
Hi all I've been using the Call Outcomes on my dashboard for a few years now. There has always been a small icon, which lets you switch between CHART view and TABLE view. The other day I switched to TABLE view and saved. I then w Beitrag ansehen
2 Antworten
Juni 05, 2023 08:17
Hi Kristen @kvlschaefer Thanks for your reply See my responses below to your questions: 1) Is this premade report in HubSpot or a cust...Beitrag ansehen
jrtbv on Juni 01, 2023
Hey, Is there a chance to create a report that shows how much time each deal spent in each pipeline stage? Example. Owner: Jack Deal Name: XYZ Time in Contact established stage: 7 days Time in Demo Pitched stage: 21 days
1 Antwort
Berühmtheit | Partner
Juni 02, 2023 00:12
Hi @jrtbv , If you have access to reports in the Sales Hub, you should also have access to sales analytics . Navigate to Menu > Reports...Beitrag ansehen
jrtbv on Juni 01, 2023
Hey, How to create a report that will display missing fields in deals in my pipeline? Regards, OM.
1 Antwort
Berühmtheit | Partner
Juni 02, 2023 00:17
Hi @jrtbv , I would work with a saved filtered view here, not a report. Navigate to Menu > Sales > Deals and select the list...Beitrag ansehen
jrtbv on Juni 01, 2023
Hey, How to create a report that will display deals without next steps?
1 Antwort
Berühmtheit | Partner
Juni 02, 2023 00:20
Hi @jrtbv , Happy to help here. You can use the same approach as explained here to create a filtered view: https://community.hubspot.com/t5/T...Beitrag ansehen
CCampbell_DI on Juni 01, 2023
Hey Hubspot Community! Is there a way for me to restrict certain reports from a user? Say for instance I want my Biz Dev team to be able to create their own reports but I don't want them to have the ability to see what another Biz Dev team member i Beitrag ansehen
1 Antwort
Trendsetter/-in | Platinum Partner
Juni 01, 2023 15:56
Hey @CCampbell_DI , thanks for reaching out! This is a great question. Permissions for reporting are actually configured at the dashboard le...Beitrag ansehen
AFlaherty6 on Juni 01, 2023
I am trying to create a report to add to our Sales dashboard noting any time a deal is created over a certain threshold. We have pretty standard pricing and I want to make sure these outliers are noted and reviewed. Any guidance is appreciated.
1 Antwort
Trendsetter/-in | Platinum Partner
Juni 01, 2023 14:23
Hey @AFlaherty6 , thanks for reaching out! Are you referring to the "Deal amount?" If so, you should be able to create a custom deal report ...Beitrag ansehen
HRich on Mai 31, 2023
Hello everyone, I am looking to create a report to measure the sales team's email output which does not include sequence emails. I spent a lot of time on customer builder, using Activities as my primary source, and Contacts as a seconda Beitrag ansehen
1 Antwort
Mai 31, 2023 15:14
To separate emails sent as part of a sequence from individual emails, you can use a combination of activity filtering and contact properties. Here's ...Beitrag ansehen
SKanago on Mai 31, 2023
I hace created an activity report by meeting log, the created by and assigned to fields show the same name, that is the person who created it, how can i assign this to someone else? I am unable to find the field. Thank you
1 Antwort
Accepted Solution
Juni 01, 2023 13:33
Hi @SKanago , Thank you for reaching out to the Community! It's not possible to edit the meeting log and its associations in the report, you...Beitrag ansehen
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