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Reporting & Analytics

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HHeagerty on December 04, 2024

Sales pipeline reports are wrong due to deals skipping stages

We've been having issues with inaccurate Hubspot reports due to deals skipping stages, causing any deal that has skipped a stage to not be reflected in closed won or lost reports. I have setup pipeline rules to prevent sales reps skipping stages but read more

Reply CRM Dashboards Professional Reports

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 04, 2024 06:39

Hi @HHeagerty , Closed won or lost reports should not necessarily be affected by skipped stages. Can you share more details / screenshots of t...read more

Solved

EChen1 on October 17, 2024

Calculated Fields for Conversion Rate

Hello guys, Is there a way to calculate the custom property below in HubSpot? Conversion Rate: SUM([DEAL.hs_closed_won_count])/COUNT([CONTACT.lead]) *DEAL.hs_closed_won_count: equals to 1 when there is a closed won deal. My team is cu read more

Reply CRM Custom Objects Dashboards How-To Professional Reports Workaround

0 upvote

3 Replies

Accepted solution

Shadab_Khan

Key Advisor | Elite Partner

October 17, 2024 20:44

Hi @kennedyp thanks for the tag! Hi @EChen1 , How I’ve approached this in the past (but I had ops hub enterprise) you can try this w...read more

ZoltanGM on May 09, 2023

How to generate a custom report in Dashboard

Hello guys, We want to create a custom report in the dashboard that captures the activity which entered by Vepaar. Each day when initiating conversations with customers on Whatsapp by using their extension, Vepaar is adding this type of activity in read more

Reply Conversations CRM Custom Objects Dashboards How-To Integrations Reports

2 upvotes

3 Replies

harsh2vyas

Contributor

May 18, 2023 05:40

Hello @ZoltanGM , @DianaGomez & @CBozkurt , To create a custom report for this integration in the dashboard, follow these steps: 1. Go ...read more

Felipe-CS on July 26, 2022

Store Historical Values of a Date Property

Hello, Our team currently measures lead conversions by counting contacts that received a date stamp in a property called Recent Lead Conversion. This stamp is set when the contact has filled the relevant forms which are triggers in a workflow. read more

Reply Contacts CRM Marketing Reports

1 upvote

5 Replies

PamCotton

Community Manager

April 17, 2024 17:37

Hey @jjones41 , Are you able to provide us with more information on what is happening? The more information, screenshots, and details you c...read more

Solved

KSanders7 on March 21, 2022

B2B MQL to SQL CVR Benchmarks

Hi HubSpot Community! We recently launched our Lifecycle Stage funnel using HubSpot and are looking for metrics to help us gauge how our marketing and sales activities are performing. Does anyone have a go-to resource they use for MQL -> SQL read more

Reply Analytics Tools Best Practices CRM Enterprise Knowledge Base Marketing Sales

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

March 22, 2022 05:52

Hi @KSanders7 , As definitions for lifecycle phases differ, there don't seem to be a lot of benchmarks for this. Conversion rates also heavily d...read more

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