Hello HubSpot Community, I have successfully set up a workflow to export deal information into Google Sheets. While the workflow operates as intended, I've encountered a challenge with the export format of specific metrics—specifically, 'pipelin read more
Additionally, I am trying to build a test Workflow that sends data to Google Sheets. I'm getting an error on Company and Deal properties that says: "...read more
Is there a way to customize / clone the standard quota reports so I can show the amount not in the Company currency? Our company operates in 2 currencies (US is the Company currency) and I want to give the rep a way to see their total deals in Ca read more
To solve the currency problem one way you could do is using custom formula fields and multiple by the exchange rate the only problem with this is it ...read more
Hello! I am trying to create reports on our KPI´s, but I have some issues regarding Lifecycle stages. Our Sales pipeline is the determining factor for the Lifecyckle stages, but I cannot figure out how to change the Lifecycle stages to fit read more
Hi @ABoa9
You should be able to achieve what you are aiming for by configuring workflows with triggers like 'when deal stage = X' and action...read more
What ways have folks used to classify leads as Inbound or Outbound, and in turn, have you built any workflows to attribute deals to Inbound or Outbound activity? Is there a way to do this out of the box, or has anyone built anything that accomplishe read more
Hi @EMcGrath ,
That depends a bit on which requirements exactly you have for lead attribution. Generally, HubSpot tracks source informations a...read more
When creating a custom report using deals, I want to see campaign attribution. Does the report look at all contacts associated with the company in HS and develop the report based on all their attribution? Or does it associated a single contact read more
Actually I just found a better article, it does look like it just takes the contact association to the deal as the attribution. So if you deal is cre...read more
Some background: I work for a hard money lender, and we are looking to track the # of paid off loans to the # of tickets submitted for payoffs. Ideally keeping the report simple similar to this example data I made up. What I've tried so far read more
Hi everyone, I have a report that shows us the total deal amount in each stage of our sales process, broken down by sales rep. I've built 2 other reports to show us the cumulative revenue over time of certain products (sponsorship and non-spons read more
Hi Eveyone, I was trying to find the number of tickets that have an associated deal attached to it (essencially serves as a KPI for my company's support team via monthy and quarterly periods). I used the following method for reporting: Data read more
Hi @Howie50 Please do the following to get accurate reports. 1) Data Source Deal (Primary) + Ticket ( you can exchange between both the data so...read more
Hey everyone, I'm fairly new to the Operations side of a business (actually just got this task thrown on me this morning) and was wondering if anyone might be able to help me make sense of the back end of Hubspot's Analytics/Reporting features. read more
I want to track how many deals hit each stage in the last month. What is best practice, filter by "created date" or "last activity"? Each time I run it the numbers are obviously different, but what is best practice in sales? Also, for quarterly read more
Hi @NStones ,
Create date will only bring in deals on the date they were created in the portal and last activity pulls in deals with emails, n...read more
Hi there, I am struggling to find a solution for counting repeat transactions of a customer. We are not a subscription based business and one transaction is counted when a deal has moved in the closed-won stage. We have two transactional pipelines f read more
Hopefully an easy one - I'm new to Hubspot. I am trying to create a deal view / export, and want to include a custom field I have added to the company page. But I cannot see how to add Company properties to a Deals view. Any help would be mu read more
Hi @ianh1 ,
Unfortunately deal views are just showing deal properties, company views just company properties. I'm not sure whether that's a kn...read more