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Reporting & Analytics

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  • Solved
    Help Creating Cohesive Sales Manager Reports for Commission
    McBainKD on July 19, 2021
    0 upvotes
    3 Replies
    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. ...
    Discussion Dashboards Deals Reports
    Josh
    Recognized Expert | Platinum Partner
    July 22, 2021 12:25
    Hi @McBainKD , Tough question to handle via the forum, but here are some thoughts: For leads won/lost you might not want to use create dat...
  • Solved
    Report Date Filters
    NStones on April 14, 2021
    0 upvotes
    4 Replies
    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...
    Discussion Deals Reports
    NStones
    Participant
    April 15, 2021 09:28
    Super helpful, I ended up going this route, but selecting "any", because our deals don't always go in a linear fashion. Appreciate your help!
  • Solved
    Counting/Labelling Repeat Transactions
    ataf on February 26, 2021
    1 upvotes
    2 Replies
    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...
    Discussion Contacts Deals Workflows
    ataf
    Participant
    February 27, 2021 06:05
    @karstenkoehler thanks a lot for such a detailed solution. The first two would have definitely worked if the Associated Deals of contact were act...
  • Solved
    Viewing company properties in deal view
    ianh1 on November 16, 2020
    0 upvotes
    4 Replies
    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...
    Discussion Deals
    ianh1
    Member
    November 16, 2020 10:13
    Thank you, I will take a look at this, much appreciated
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