App homescreen, where "marketing reports" is, used to be "upcoming schedule" how do i get that back?! Yes my calendar is synced and no i havn't changed any settings 😞
I would appreciate some help to clarify how to properly "tag" deals for the new (Beta) "Reports>Analytics suites > Forecast & revenue > Revenue" feature. I followed the YouTube video "Track Your Recurring Revenue With HubSpo read more
On my app it used to say "upcoming meetings" and I could press "view all", this would let me see a weekly view of my calender/meetings, this has gone now and been replaced with "marketing reports", how do i get mt calendar back, i cant find it anywh read more
Hello, I'm trying to set up the Deal Stage Funnel report created by HubSpot. I want to determine what my deal stage probabilities are. I understand that the report only works if the deals have moved consecutively through all stages, which usuall read more
@IWolinski thank you for sharing, this confirms what I thought. The settings we need are behind that locked "Customize" button. What you're trying ...read more
Hello, On my mobile I can see who clicked on my meeting link but did not create a meeting, I would like a report or list of those in a sequence that have done the same thing. Clicked - Meeting Link - meeting created (False) but I cannot find read more
How can I make a funnel that also accounts for deals that skipped a few stages in the process and not just deals that actually went from each stage to the next? For example, the funnel I currently use accurately accounts for deals that went from read more
Hi all, I'm having trouble creating a report that shows my reps' meetings completed per month vs deals sold. Essentially, I want to understand my reps' meeting conversion rates. Any assistance would be helpful! Thank you
Hi, @RMcMinn Do you run Sales Hub Enterprise or just Pro? I am infering Pro for now; if you confirm Enterprise you get a faster Journey report...read more
I had created a custom pipeline snapshot report to track week over week weighted revenue and deal # growth and retraction. As of last Friday, these reports suddenly displayed different information and visualizations. Anyone else having issues like t read more
Hi @GBarnett , I hope that you are well! Thanks for reaching out to the HubSpot Community! I see that you opened a ticket with our Support Team....read more
Hi all, We’re trying to build a custom report that shows two associated contacts — one who introduced the other — alongside their lifecycle stages . This is for tracking word-of-mouth introductions, where one person recommends our service to read more
Hi, Looking for a way to create a report, where meeting booked resulted in a deal creation. As an example if we have 30 meeting booked for a given month, 5 deal were created from it. How to create a report for this? I saw other posts but they fo read more
Hey @PMenkar1 , here's one way to achieve this. I'm also assuming that you are using the meeting tools to handling all bookings AND the deals are cr...read more
Hi, One of my customer facing a strange issue. He can access the dashboard and report under the dashboard but dashboard name is not visible to him. Refer to the attached snap and let us know your tought why it's happening.
I would like to see a way to breakdown connect rate % by rep. # of leads vs # of leads connected with Seems super basic... and I created a connected field - yes or no, but can't figure out how to turn this into a percentage on reports.
It does seem like it should be easier to build a simple connect rate % by rep directly in HubSpot. While you can create a custom property (which you’...read more