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CGreer2 on August 19, 2022
Hi everyone, New to this community but have been working very closely with Hubspot users over the last few months. We help improve sales forecasting and pipeline management by giving businesses real-time visibility into what's really going on read more
Community Manager
August 19, 2022 14:31
Hello @CGreer2 , welcome to our Community! I would like to add our top experts to share their feedback about it @Bryantworks @Josh any rec...read more
MichaelWere on August 18, 2022
Hi community, We're new to Hubspot, but liking everything so far! I am trying to have a dashboard for Board reporting, but I am a little lost on where to start with this one. What I need is: X axis - all our pipelines Y axis: Annual Target read more
0 upvote
2 Replies
Participant
August 19, 2022 01:58
Hey Michael, Would love to get 15 minutes of your time to see if/how I can I help. Cean
JHowell5 on August 18, 2022
Why do some emails have 0 opens, but have a click? Is it the server of the contact following a link? Our team calls them "false positives". Thanks.
0 upvote
1 Reply
Hall of Famer | Partner
August 18, 2022 10:26
Hi @JHowell5 , This is explained here: Understand HubSpot Sales email open and click tracking "When you send a tracked email, HubSpot ...read more
JBookspan on August 18, 2022
Is it possible to pull a report of say "average sales activities or calls prior to close dates"?
0 upvote
1 Reply
Hall of Famer | Partner
August 18, 2022 06:32
Hi @JBookspan , The answer is yes...-ish. I answered a very similar thread here recently: https://community.hubspot.com/t5/Dashboards-Reporti...read more
Solved
Tiffk on August 17, 2022
Hi, I am wanting to create a report that will count the number of sales activities to get to closed won (can be all and I will also then break them down). Happy to create a field to put these in as in our company we continue to add sales activitie read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
August 17, 2022 08:57
That's correct, @Tiffk . If you want to freeze the count, you could create a custom number property and use a deal based workflow to copy the ...read more
Solved
MKMatarelli on August 12, 2022
Hi! I want to export activities such as calls, meetings, and every touchpoint we had with the customer as a json file to analyze data as an event, not as object data. Can I do this without an API?
0 upvote
1 Reply
Accepted Solution
Contributor | Platinum Partner
August 12, 2022 11:28
Hey! Here's a similar community thread with a great response from Karsten . At this time, API work is required in order to export what HubSpot calls...read more
DexterCE on August 12, 2022
Hi all, Hope you can help. We want to create a report where the Account Executives are shown on the x-axis, the number of deals on the y-axis, and the custom field 'BDR' (which represents the name of the business development rep who was involved read more
0 upvote
1 Reply
Community Manager
August 12, 2022 12:23
Hi @DexterCE , Thanks for reaching out! I wanted to invite our subject matter experts to this conversation to see if they have advice. ...read more
Solved
JAliber on August 11, 2022
Hello, I'd like to create a report that calculates the average time in stage of deals - regardless if they are alive or dead. I do not believe the default report that hubspot offers suffices my request. Also, it'd be great to vizualize this in a read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
August 11, 2022 21:27
Hi @JAliber , You're correct, either won or lost. If that's not sufficient, I've laid out a custom workaround here: https://community.hubspot...read more
Aclaro on August 11, 2022
Is there a way to display on the company if the company has contacts in different countries?
0 upvote
3 Replies
Hall of Famer | Partner
August 11, 2022 09:19
Hi @Aclaro , Any solution here will require a Professional subscription, workflows are needed here. My suggestion would be to create a c...read more
Bridget2 on August 10, 2022
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
1 upvote
1 Reply
Community Manager
August 10, 2022 14:48
Hello @Bridget2 , thank you for posting in our Community! That's a great question! I would like to invite our top experts to this conversation @...read more
KaRagh on August 10, 2022
We sell our customers a product one time and it is not a recurring revenue. Does hubspot has a property that can be added to a deal for these one time sales and can these be included as part of revnue tracking?
0 upvote
3 Replies
Top Contributor | Platinum Partner
August 11, 2022 03:11
Hey @KaRagh , I see now what you mean. You've added the properties for the recurring revenue analytics beta and like to know if and how non-...read more
Solved
Dziugas on August 10, 2022
Hey HS community! I'm struggling to create a report and was wondering if anyone has attempted to do something similar. I would like to create a linear graph based report that would show pipeline revenue on a monthly basis for each salesperso read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
August 10, 2022 02:36
Hi @Dziugas Have you tried something like this: A report showing deal amount by close date (non-cumulative) can be filtered...read more
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