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  • tillyvs21 on January 13, 2022
    0 upvotes
    5 Replies
    I'm looking to add conversion rates to my dashboard as this is a KPI in my company. I can't seem to find a way to calculate this property in a report? Is there anyway around this or any integrated software that I can use?
    Reply
    Hall of Famer
    January 14, 2022 00:21
    Hi @tillyvs21 , That's not quite right: HubSpot's date filter is based on the time of entering the first stage , in this case the deal create...
  • GPedrazzi on January 12, 2022
    0 upvotes
    1 Replies
    Hi, 1. I need to get a report that shows my "Gross Revenue" the actual value of the contract that is signed. Ex The deal is 50000kr but my customer got a rebate of 60%. I need a report that shows the both the 50 000kr and the 20 000kr. 2. ...
    Reply
    Community Manager
    January 12, 2022 14:57
    Hello, @GPedrazzi I want to add our top experts @NicoleSengers @KTownsend @Drew_Cohen any recommendations if it's possible to do @GPedrazzi ...
  • MTapanTrengo on January 12, 2022
    1 upvotes
    1 Replies
    Hi all, I have a question on the following setting of the forecasting tool: Click the Forecast deal amount dropdown menu and select an amount . Weighted amount: the Amount multiplied by the Deal probability. Total amount: t...
    Reply
    Community Manager
    January 12, 2022 14:59
    Hello @MTapanTrengo , thank you for providing all this information. I want to invite to this conversation some of our top experts @karstenkoehler ...
  • Solved
    JvanWijk on January 11, 2022
    0 upvotes
    2 Replies
    One of my closed deals is not being captured as Closed Won on the Deal Stage Funnel report. The date reange is set to All Time, and the deal itself is set to Closed Won; why won't it show up in the report as Closed Won? I've checked filters etc and ...
    Reply
    Member
    January 11, 2022 06:43
    Thank you @karstenkoehler , that sounds like a logical reason! I will try again with that setting updated. I appreciate the quick response today! ...
  • EJoyce2 on January 11, 2022
    0 upvotes
    1 Replies
    I created a custom object "Consultants" that associate to deals - one consultant record associated to every deal. The consultant property "office location" is a filter I want to use in Reports, such that if the consultant office location is any of x...
    Reply
    HubSpot Moderator
    January 12, 2022 13:50
    Hi @EJoyce2 , Thank you so much for reaching out to us! Can you please provide us with screenshots of the report you have started working on...
  • DEcheverria on January 10, 2022
    0 upvotes
    2 Replies
    How can I create a report showing 'no value' for a specific field? I'm trying to do some cleanup after importing our data over, and would like to be able to find out what customers don't have a specific field filled in so we can do follow up.
    Reply
    Hall of Famer
    January 10, 2022 21:41
    Hi @DEcheverria , There are a few different ways to approach this, the by far easiest way would be creating lists (especially if the list of f...
  • GBeckwith on January 10, 2022
    0 upvotes
    1 Replies
    I cannot figure out how to resolve these (No Value) values in my report. "Subcategory" and "Sku Name" are custom properties on the Product table. I have confirmed that the sales for these Products do have a subcategory and a sku name! When I pu...
    Reply
    HubSpot Moderator
    January 11, 2022 11:32
    Hi @GBeckwith , Thank you so much for reaching out to us! I just wanted to clarify a few things to further completely understand to bet...
  • LStrabelli on January 07, 2022
    1 upvotes
    7 Replies
    Hello, Is there a way to report deals that came from specific sequences? For instance, I'm looking to report a breakdown of how many leads were processed from a particular sequence or sequences, how many turned into SQL's and how many then went on ...
    Reply
    Hall of Famer
    January 10, 2022 06:46
    Hi @LStrabelli , You seem to be selecting more than the two data sources (it says 3 in the left sidebar in your screenshot) – can you double c...
  • Ian_Blake on January 05, 2022
    0 upvotes
    2 Replies
    Going beyond the "Original source" and "Latest source" properties (plus the relevant drilldowns) it would be nice to see what forms were submitted (i.e. what conversions took place) between those two moments in time, via a report vs. the contact tim...
    Reply
    Hall of Famer
    January 05, 2022 21:41
    Hi @Ian_Blake , First of, the source properties aren't tracking conversions. For conversions, you're probably referring to First conversion ...
  • Solved
    JKremer on January 05, 2022
    0 upvotes
    1 Replies
    Looking for a property that combines all closed deal revenue into one cumulative amount for reporting and potentially marketing purposes. A use case would be, "what are our top 20 clients/companies this year based on all closed deals revenue". I...
    Reply
    Hall of Famer
    January 05, 2022 08:08
    Hi @JKremer , This exists, it's company property called "Total revenue", the total value of deals closed with the company or organization. Th...
  • Solved
    CLawson4 on January 05, 2022
    0 upvotes
    6 Replies
    Creating a customized report and use ContactOwner, no matter which flavor of the filter it will not limit to the assigned name. Example: ContactOwner contains all of "Jane Doe". It is not limiting the data results to only those contacts owned by ...
    Reply
    Member
    January 05, 2022 14:19
    @Annie_Birai I ended up using that. I was trying to use the custom just to see what flexibility it provided but sticking with the basics for now. ...
  • Solved
    1stClaas on January 04, 2022
    0 upvotes
    2 Replies
    From our backend and other tools we push values like MRR, subscription plan, branches and many more to Hubspot. Now, taking MRR as an example, it would be nice to be able using the development of these kind of values in dashboards. For example, we s...
    Reply
    Participant
    January 04, 2022 06:21
    Thanks as I haven't found this thread previously 🙂
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