Hello! I have a report question I hope the community can help me with. Our KPI for one division of our Sales Team is to bring in 200k in the companies first month of onboarding. We have a few custom fields built out to help assist with this e.g. Fi Leer más

Hello, We use Associations on three of our primary objects, Companies, Contacts, and Deals and we would like to be able to use them as report filters across different objects. What is the best way to do this? I found the way to do it when lookin Leer más

Hi folks! Looking for some help with building out dashboards for our Sales leadership and Sales team individual contributors. I am pretty happy with what we have thus far, but I am trying to create a visual for the team to see team progress toward Leer más

I'm going to use a competitor's name in my post. Please be prepared. I have good reason. 🙂 When I used Salesforce for 5 years prior to using HubSpot, I was able to create row level and summary forulas with simple coding laguage, much lik Leer más

Hi there, I am looking for a way to calculate conversion rates of deals based on the first conversion property of the related company. How can I do this? I have a Sales Professional membershiop. Thank you!

Hi, colleagues, I created a report showing the number of leads in a pipeline in open status, meaning New, Attempting, and Connected. As you know, we can associate and create leads from contacts and companies. Our goal for this report is Leer más

Hi, colleagues, I am facing an issue, having a different experience using the same report. Please see below the one from Sales Analytics Deals Won & Lost where we can see conversion rate. Once I move exactly the same report to m Leer más

Hello, Is it possible to make a report that showcases the amount of meetings booked that has now become closed won deals to see the conversion rate between the two? And if so, is it also possible to make a report that shows it in a specific period Leer más

I am trying to generate a report that allows me to show meetings that have been booked by AEs from a self-generated source. The issue is that there doesn't;t appear to be a way to associate a lead source with a meeting, or to be able to report Leer más

Hi, I am looking for a maintainable solution to track the source "events" when uploading a list of participants to HubSpot. Now, I want to walk you through some of the considerations I've made and ask for advice for the most elegant, simple, Leer más

Hi, I would like to setup weekly KPI goal tracking on calls & meetings and display on a dashboard. This can be displayed nicely using conditional formatting however it requires manually adjusting the threshold to show the KPI Intres Leer más

I'm trying to create a custom report that shows who within my team has created a deal. It appears to be some-what working, but the majority of them show a blank field. Does anyone know why that could be happening?