Data Management & Reporting

Hi there- I'm working from the free subscription, and I'm hoping to run an audit report on my fields. To this end, I want to export properties for Customer, Company and Deal records. I've followed the steps below... Settings> Data> Properties read more

Hubspot is a universe of possibilities , and creativity multiplies the number of problems we can solve in completely new ways. Creativity is an important tool to generate insights and build solutions that go beyond the obvious. I talk a littl read more

Hey everyone, I've been deep in our HubSpot reports lately, and it's got me thinking about a metric we all see but rarely have a dedicated strategy for: Direct Traffic . According to Inbound principles, our goal is to attract people by prov read more

What Is HubSpot Breeze Intelligence? Breeze Intelligence turns unstructured data into organized insights about companies and contacts. The key to successful messaging is a strategic, data-driven approach. We've done a deep search of read more

Hello, i came upon this group and i want to know if i am in the right place. I am a social media manager and i want to report the data or insights to my supervisor from social media. can anyone rcommend a tool "free" that i can use where it can pool read more

Hi Can someone help me on how to create a flow chart for sales operation through hubspot marketing automation.

Hi. I’m not sure if this is the right place to drop this support question, but am hoping someone can help me. I have just started a new HS account for a client, and still on freemium while I set up (then will upgrade). I am loading a csv of 900 read more

The RevOps certification course points to this community group as the "Revenue Operations Study Group" but this group says it's the "Data Management & Reporting" Group. Are those the same or is the link broken? There don't seem to be any posts a read more

Hi all! Just please let mek now if this isn't allowed here and I'll remove. I've been working in HS on sales/rev-ops for quite a few yeras now and running cohort-analysis has always been something I've found tremendous value from, especially sin read more

Recently I posted about the 6 pillars of revenue and I would like to share them with you.   📖 Book Reading the book " Revenue Operations A New Way to Align Sales & Marketing, Monetize Data, and Ignite Growth " by Step read more

Hey everyone, 👋 I hope you're all doing well! I'm Alex, product manager. I wanted to chat with you about our use of HubSpot lately. We're currently on the enterprise package, and I'm keen on maximizing the benefits of RevOps. I'm considering bui read more

Hey friends I have 2 questions that I would love to discuss with you and hear how you approach this problem: 1. Multi-year transactions - we sell a product with a contract to the customer that changes from year to year (tier-based), how do you manag read more