Hello all, We've added "Target POV end date" and "Actual POV end date" to our sales deals in order to keep track of how often prospects get extensions to their trial periods of our software. However, as you can see from this screenshot, it's Leer más
Hi @Jay-Z ,
You should be able to specify that one date must before the other in a deal list: https://knowledge.hubspot.com/lists/create-acti...Leer más
Hi, colleagues, Can we create a report where we will see the value of deals based on the stages of the deals and the probability of closing them? Now we have a report (historical snapshots - Sales Analytics) - the Total Value of the deals in a p Leer más
Hi, I have been using a custom report that shows the number of contacts moving through all lifecycle stages for a custom period of time (all stages need to be in one report, and not sepparate), as such: This way, I would see a summar Leer más
Hi @PamCotton , Thank you for your response. I tried using the Lifecycle Stage History report, but unfortunately, it’s even more restrictive. It...Leer más
Hi there, Can someone explain what they do? Setting up our sales process but want to make sure I clearly am able to attirbute the right stages along the lead, deal and company objects. I want to know what inbound or marketing email, or sales w Leer más
Hey @LKelman building your data model framework can clear out your doubts. This guide from RevOps Partners can help you a lot doing that 🙂 If...Leer más
Hi everyone, I’m on HubSpot Starter and need to create a weekly report showing contacts created, broken down by a custom source property. Since I can’t use custom reports and the default "Original traffic Source" report doesn’t reflect this propert Leer más
Hi @Faisal_Nawaz ,
I'm sorry to be the bearer of bad news, but in the Starter subscription tier it's not possible to create custom reports bas...Leer más
Hello HubSpot Community! I'm new to HubSpot, primarily using it as a marketing tool for my organization. I work in sales at a consulting company, managing partnership sales, new business acquisitions, and internal cross-selling (collaborating Leer más
Hey Dave! A lot of this depends on how you're using the properties on each object. Are you tagging companies and deals as partners, internal contact...Leer más
My deal funnel report is reporting less deals than we actually have. I have reviewed several posts about the same issue here, and the solution always seems to be changing the configuration from "All" to "Any", however, my costumization options seem Leer más
Hi @NJaramillo5 ,
Your deal overview would include all deals, the funnel reports autofilter for records that have completed the first step wit...Leer más
Hi, colleagues, I need help accessing the data in HubSpot in the past (snapshot), meaning, for example, seeing the number of open deals last year in the Land pipeline in November. I can do it for the current year, but when I set up filters t Leer más
@ISmolin as far as I know, this can unfortunately not be done in HubSpot. You could request it in the HubSpot Ideas section of the community: http...Leer más
Hi Everyone, I have a Quota Attainment created but i cannot, for the life of me, figure out how to make it not just annual year, and look only at the specific pipeline, its not accurate bc it doesnt look back into Q4 of the previous year, when a Leer más
Hello, colleagues, I broke my head today trying to create a comparison report where I can see year-by-year (23 vs 24) reports with Deals in Open status, meaning all Land Deals, excluding Lost and Acquired. I created the report for Open Deal Leer más
Hi, colleagues, I need your help with the report and am not sure it's doable via Hubspot: 3 data comparisons. All of them would be 23 vs 24 comparisons q by q including q4 as it is today, here are the data sets: * number of deals in Leer más
All right, the first two reports are done with a year-by-year comparison. How do I prepare a quarter-by-quarter comparison of 2024 within a year comp...Leer más
I'm looking to generate a report that shows the time in each deal stage for open deals, as well as historical closed deals. Currently, it looks like the pre-canned reports in Sales Analytics only account for deals that are Closed, but I would also l Leer más
Hi @amangels ,
As far as I now, this can currently be achieved (natively) only with the help of additional date and calculation properties: Yo...Leer más