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EWeinberg 6月 08日, 2023
Hello Hubspot community! I am faily new with Hubspot and could use a quick how-to guide for two reports I am needing to generate: Average ticket life or handling time from ticket creation to ticket solved. % Tickets closed in 24 hours I'd l 続きを読む
0 いいね!
1 コメント
6月 08日, 2023 15:26
It sounds to me like you should be able to do this with custom properties and then run reports on those properties. There is no simple how-to guide t...続きを読む
SJeremias 6月 07日, 2023
i dont seem to find a way to create a report with quotes or for quotes that include the same status as in the sale/quotes view. i can get quote title, value, owner, etc but not the status. am i missing something?
0 いいね!
1 コメント
6月 08日, 2023 10:40
Hi @SJeremias , Thank you for reaching out to the Community! It's currently not possible to add quote status to a report in HubSpot at ...続きを読む
JRVC 6月 07日, 2023
Putting this out into the ether- We have company partners who service multiple counties across the US and we are trying to find a way to standardize how those counties are setup in a property (since it would be thousands of counties). We need to 続きを読む
0 いいね!
4 コメント
Accepted Solution
6月 08日, 2023 00:10
Hello, Different suggestions based on the number of states served. If a company can only service one state but multipl e counties: ...続きを読む
RvanderEerden 6月 07日, 2023
Hi there, We want to set our goals based on margin on closed-won deals. I have been looking for this option but either can't find it or it isn't available. So goals is Margin instead of Revenue. As an example: Sales Manager A has a goal 続きを読む
0 いいね!
1 コメント
6月 08日, 2023 08:24
Hi @RvanderEerden , Thank you for reaching out. I want to invite some of our experts here - @himanshurauthan , @HubDoPete , @Edyta751...続きを読む
LWillard2 6月 07日, 2023
Hi, I have created a dashboard to form part of the monthly reporting we do, but when I export it, it seems very random as to how it lays it out. I have selected "multiple reports on one page" but it does this for some, and not for others. So I h 続きを読む
0 いいね!
2 コメント
6月 08日, 2023 04:17
All of the data is appearing absolutely fine on the PDF export, it's just a layout issue. For example, on page 1, only 1 widget graph appears, but on ...続きを読む
LGriffith 6月 07日, 2023
Hi On my sales dashboard I've tried to set it up so I can keep track of my KPIs - so how many new connections /deals I've added each week, what stage in the process they're at and how many are converting. I'm doing lots of activity but when I l 続きを読む
0 いいね!
4 コメント
トップ投稿者 | Gold Partner
6月 08日, 2023 14:25
@LGriffith let's do that and then we can circle back to the forum to provide the solution. Here's my link to schedule that quick call.
samike 6月 07日, 2023
Hello everyone, I would like to achieve the ability to collect monthly fee data for a Deal using line items and present the total amount for the year in a report. For example, let's say we have a Deal (Deal A) that has reached the Close Won stage, 続きを読む
0 いいね!
1 コメント
トップ投稿者 | Elite Partner
6月 07日, 2023 06:23
@samike - A few ways I can think of achieving this.. Use the recurring revenue report in HubSpot: Track recurring revenue in HubSpot Bu...続きを読む
ketewan 6月 06日, 2023
Hi there! I know that there is a template to calculate average (or max/min/total) time deals spent in a specific stage. I wonder if there is a possibility to create a distribution or percentile based on this data. For example, I want to know ho 続きを読む
0 いいね!
6 コメント
ソートリーダー | Elite Partner
6月 08日, 2023 16:34
@ketewan you could, by hand, go into the property history and extract that data, yes. It's incredibly tedious and won't help with reports unfortuna...続きを読む
AMexicotte 6月 06日, 2023
I am looking to track meetings from previous weeks and separate them into 3 buckets: Meetings with new leads: If this is the first meeting with a company, how can we track this? Meetings with open deals: Tracking all of the meetings with ongo 続きを読む
0 いいね!
2 コメント
6月 08日, 2023 10:13
Thanks, Martin! Good recommendation on Lead Status. As is the case for everyone, clean data in this field will be the most challenging thing. Is ther...続きを読む
Maid2Match 6月 05日, 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 続きを読む
0 いいね!
1 コメント
トップ投稿者 | Elite Partner
6月 06日, 2023 04:44
Hey @Maid2Match - There is an option when setting SLA's in HubSpot to select the 'Working hours' option if you only want SLAs to apply during your ...続きを読む
Scoobie919 6月 05日, 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 続きを読む
0 いいね!
2 コメント
6月 08日, 2023 02:35
hi @Scoobie919 - You can also try predictive AI that can automatically surface deals that might slip, estimated close date and risks per deal/conta...続きを読む
DMandalia 6月 05日, 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 続きを読む
0 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 05日, 2023 10:45
Hi @DMandalia , You need to add all fields you'd like in the export in this section: Best regards!



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