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Reporting & Analytics

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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

JJagiello on January 13, 2022

Revenue Attribution Reporting for Repeat Business

It seem this is somthing that has been raised previously in a couple of old posts but not as detailed as what we are looking for. https://community.hubspot.com/t5/Reporting-Analytics/Reporting-on-repeat-customers/m-p/289809#M1394 Hubspot is gr read more

Reply Analytics Tools CRM Marketing Reports

3 upvotes

2 Replies

NicoleSengers

Guide | Elite Partner

January 17, 2022 03:52

Hi @JJagiello Some excellent points on recurring business attribution, as you say this is a challenge across most CRMs but there are some po...read more

olyjw on May 26, 2021

Advice on using HubSpot to manage multiple portfolio companies.

Good morning. My company operates a variety of small websites in different niches that focus on affiliate marketing relationships. We want to make sure Hubspot has the functionality to meaningfully stream the contacts/conversations of each read more

Reply CRM

1 upvote

3 Replies