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SJeremias en May 30, 2023
Morning and TIA on any input... we are wanting to display a report on a dedicated computer of activity leaders and i know we can manually refresh or wait the 40 min for an auto refresh. question is, is there a better, more efficient way, to share t Leer más
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2 Respuestas
Colaborador
May 30, 2023 10:02
thank you!!! i know we can do a scheduled email but i am sure that will just sit in their inboxes 😉 the slack idea is WONDERFUL!!!! thank you!!
LBom en May 30, 2023
Hi I have set up an automated report in the format of a table titled "Meetings booked for this Week by Sales Managers" When the report is emailed it only contains 8 rows. In actual fact there are 14 rows but you need to click on View in HubSpot Leer más
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1 Respuestas
Asesor destacado | Partner nivel Gold
May 30, 2023 00:56
Hi @LBom We have a client (we're a HubSpot Partner) experiencing the same issue. Hopefully someone has solved this problem. If I f...Leer más
spatrizi-cv en May 26, 2023
The weighted amount in the deal pipeline is based on whatever probability % is set in settings for the deal stage, even if you manually change the probability in the deal record. Example: - Deal Stage "Appointment Scheduled" defaults to 20% prob Leer más
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1 Respuestas
Administrador de la comunidad
May 29, 2023 12:34
Hi @spatrizi-cv , Thank you for reaching out! If you are still running into this behavior, I would recommend connecting with HubSpot ...Leer más
KThompsonOH en May 26, 2023
I need to create a report consisting of all contacts created within the last 2 years (always rolling). I see that the farthest back it can be filtered by is the last 365 days. Is there anyway to change this to allow for filtering by custom number o Leer más
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1 Respuestas
Administrador de la comunidad
May 29, 2023 11:31
Hi @KThompsonOH , I hope you are doing well! I took a look at the report filtering, did some testing. I found that currently there is no func...Leer más
YTrifonov en May 26, 2023
Hello, Can you advice me how can I create a report for calls with custom outcomes. With this outcomes:
1 Me gusta
1 Respuestas
Experto reconocido | Partner nivel Platinum
May 26, 2023 08:47
Hey @YTrifonov , thanks for reaching out! Check out this similar thread with step-by-step instructions for creating this report from @karst...Leer más
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McBainKD en May 25, 2023
Hey everyone, I'm looking to build out a report that: Captures the time between a specific form submission and the time that it takes for a Sales team member to contact that person only after that specific form submission (and not capturing Leer más
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1 Respuestas
Accepted Solution
Colaborador líder | Partner nivel Elite
May 26, 2023 05:41
@McBainKD - Could this be workflow with: the form submission as the enrollment triggerand a step to stamp the date into a custom 'Submitted...Leer más
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TAdy en May 25, 2023
Hi, I want to create a report that I can put on a dashboard that show's a list of accounts and the total number of days the current rep has owned the account. The idea being that after a certain number of days, they should should the account. Leer más
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1 Respuestas
Accepted Solution
Experto reconocido | Partner nivel Platinum
May 25, 2023 08:13
Hi @TAdy , I think creating the Today's date and setting that and then calculating is your best option. This workflow is pretty easy to creat...Leer más
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WHawkins3 en May 24, 2023
I have a requirement to product some reporting to senior management based on customer call logs and I wanted to see if the following customizations (or similar) could be created. Export - Data Breaks by Row 1. Can the delimiters or field typ Leer más
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3 Respuestas
Accepted Solution
Colaborador líder | Partner nivel Elite
May 24, 2023 15:47
@WHawkins3 - Are you able to share how your database is set up to capture fleet and aircraft information? Deals & line items The idea of h...Leer más
PBarik en May 24, 2023
Can we display reports generated in Tableau in HubSpot Dashboard?
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1 Respuestas
Colaborador líder | Partner nivel Diamond
May 24, 2023 12:34
HI @PBarik , If you're able to a URL or embed code for your Tableau report, you can add it to your dashboard by clicking: Actions > Add Ex...Leer más
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franksteiner79 en May 24, 2023
Hi Community Gang I don't know if is wishful thinking on my part or does anyone know if there are plans to expand the funnel reporting feature beyond lifecycle stages and deal stages? I have this nagging feeling I heard or read about custom fu Leer más
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4 Respuestas
Accepted Solution
Experto reconocido | Partner nivel Platinum
May 24, 2023 08:44
Hey @franksteiner79 , I'm with you and @dsecareanu — I believe you need custom date stamp properties and workflows to track progression for non-ou...Leer más
HWalkerDat en May 23, 2023
It's currently possible to show a column in a report on Next Activity Date but this also shows tasks. I want to be able to see the Next Meeting Date so I can see if each client has a meeting booked or not (and when). Is there a way to achieve this? Leer más
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2 Respuestas
Colaborador líder | Partner nivel Elite
May 24, 2023 07:46
@HWalkerDat - There is a HubSpot standard company property called 'Last Booked Meeting Date' which you would be able to use in multi-object repor...Leer más
EmilyHamilton en May 23, 2023
Good Morning! I have a sales team performance dashboard in my system. This is a series of reports for each one of my sales reps. Currently, these are the report filters: Deal Stage = Won, Lost Date Property = Last Modified Date Date Range Leer más
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1 Respuestas
Administrador de la comunidad
May 24, 2023 06:05
Hi @EmilyHamilton , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have a...Leer más
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