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Reporting & Analytics

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Solucionado

VPathania on Maio 02, 2025

Trying to identify Contacts with a Property Value but not associated to related Custom Object

Hi All, I'm trying to identify contacts where a specific property (e.g. an ID) has a known value, but the contact is not associated with the related custom object. The standard list and workflow filters don’t seem to support checking for the ab Leia mais

Responder Custom Objects Reports

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8 Respostas

Solução Aceita

VPathania

Top colaborador(a)

Maio 09, 2025 05:11

@karstenkoehler Yes, I understand this is the standard way to create a list based on a custom object association. However, in our case, the issue i...Leia mais

Solucionado

TrentonShaw on Novembro 15, 2024

Custom Dashboard Metrics

Hello People, Need a bit of a helping hand here. We've recently implemented a new KPI program where different activities carry different weightings based on their worth. The below screenshot is a 3rd party dashboard I created as a temporary hack Leia mais

Responder Custom Objects

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5 Respostas

Solução Aceita

Josh

Especialista reconhecido(a) | Parceiro Diamante

Novembro 15, 2024 08:51

Hi @TrentonShaw , I think the best way to accomplish this would be Datasets , but I think you'd need a custom Dataset which is available on O...Leia mais

Solucionado

EChen1 on Outubro 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 Leia mais

Responder CRM Custom Objects Dashboards How-To Professional Reports Workaround

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3 Respostas

Solução Aceita

Shadab_Khan

Conselheiro(a) de destaque | Parceiro Elite

Outubro 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...Leia mais

Solucionado

SColeman9 on Maio 21, 2024

Problem importing data into a Custom Object and the Contact Object

I am trying to import marketing form data from an export of submissions to a custom object I have created a custom object (called Marketing Forms) to track form activity Demos Webinars Ebook downloads Etc I created a many to Leia mais

Responder Custom Objects Enterprise Forms

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2 Respostas

Solução Aceita

BérangèreL

Gerente da Comunidade

Maio 22, 2024 03:20

Hi @SColeman9 , Thank you for asking the Community! It's great to have a screenshot, this helps a lot in understanding what's happening! From w...Leia mais

Solucionado

CKol on Maio 16, 2024

reporting on trade shows - marketing events or custom object

Hey there, Currently, I'm testing Marketing and Sales Enterprise, although we usually use Pro. One of our primary use cases involves reporting on the various trade shows where we have a booth and conduct marketing outreach. Key questions: Are t Leia mais

Responder Custom Objects Enterprise Marketing

1 avaliações positivas

2 Respostas

Solução Aceita

danmoyle

Participante de valor | Parceiro Diamante

Maio 20, 2024 08:48

Hey there @CKol . I like the idea of a custom object because it also could show you if contacts come around to multiple events. I also found ...Leia mais

Solucionado

LTouzAMP on Junho 26, 2023

Tracking evolution of leads from tradeshows and offline programs

How are you tracking the evolution of your leads coming in from tradeshows or other offline events/programs? How are you demonstrating the sales impact of your events and seeing how those prospects are moving through the funnel? As all marketers kn Leia mais

Responder Analytics Tools Contacts Custom Objects Enterprise Reports

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4 Respostas

Solução Aceita

deepikaverma

Orientador(a) | Parceiro

Junho 28, 2023 02:58

Hi @LTouzAMP , Thank you for reaching out to the community. Once you have the leads from the trade show/ offline events you can import/ scan those...Leia mais

ZoltanGM on Maio 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 Leia mais

Responder Conversations CRM Custom Objects Dashboards How-To Integrations Reports

2 avaliações positivas

3 Respostas