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squigglebit on March 20, 2023
I'm trying to create a report that shows how many trials our sales team sold in a 30-day period, and how many of these converted to a full client. We have a custom lifecycle stage of "in trial" along with the products they can then move into to bec read more
1 upvote
2 Replies
Hall of Famer | Partner
March 20, 2023 22:43
Hi @squigglebit , If you have a custom lifecycle stage for the trial, you could create a custom funnel report, as explained here: more
DAmitay on March 13, 2023
Hey, We use custom behavioural events and we have a dedicated event for sign up. When a user performed this event, I want to send the date the sign up happaned under a specific contact property (.e.g sign up date). How can I do that?
0 upvote
2 Replies
March 14, 2023 04:10
Yes, via the api. 🙏
squigglebit on March 07, 2023
Is it possible to build a report that shows how many people were in a lifecycle each month? E.g how many were MQL in Jan vs Feb etc, we're trying to report on lifecycle growth
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 07, 2023 04:44
Hi @squigglebit , Yes, HubSpot documents automatically when a contact converts to a specific lifecycle stage. Navigate to Menu > more
KaKaRoT on March 01, 2023
Hello, I'm new to Marketing Hub and want to create a marketing email performance reports that can show the below metrics, Open rate, click rate, deliveries, bounces, unsubscribes. I know these metrics can be viewed in each marketing ema read more
1 upvote
5 Replies
Key Advisor
March 02, 2023 03:23
The email performance and deliverability reports are available on all plans. I can confirm this even on a free plan I also have. The easiest way is more
JLetellier on February 28, 2023
Good morning to the HS community, I'm trying to create a report that will display the number of contacts that currently have a value in a multiple checkbox property. This property is set in a workflow to determine which department within ou read more
March 01, 2023 05:27
Good Morning MrJustinGivens and thanks for your input, I tried the "is equal to all of" option, and it only shows me the ones that I've more
ElaineC on February 27, 2023
Use case: I have ONE email and sending to multiple lists as once-offs. How can I create a report that shows email performance analytics per list? As Lists are only available in the builder as filters, I think this is simply not possible withou read more
0 upvote
1 Reply
Hall of Famer | Partner
February 27, 2023 04:30
Hi @ElaineC , If you're just interested in the metrics, not creating a specific report or dashboard, you'll find the information by following more
Looma_Cat on February 22, 2023
Hello! I'd like to pull a table report onto a dashboard for my sales team that includes the URL to each Quote. None of the fields in the Custom Report Builder for Quotes offer the URL (closest thing is the Quote PDF download link which isn't helpful read more
0 upvote
1 Reply
Community Manager
February 23, 2023 08:21
Hi @Looma_Cat , Thanks for reaching out to the Community! This is a great question 🙂 I would like to invite our reporting gurus to more
KaKaRoT on February 21, 2023
Hello, I want to create a lead conversion report in HubSpot. Our company's HubSpot is integrated with Salesforce and we use the Lead Status property instead of the Lifecycle stage. I want to create a lead conversion report in HubSpot so need he read more
0 upvote
5 Replies
Accepted Solution
Key Advisor
February 22, 2023 05:52
My suggestion is to look to hire a partner especially in Salesforce to get you up and running asap. There is a ton to learn and specialize in with more
ABergunder on February 10, 2023
My team sends out automated daily reports on the previous day's sales metrics to members of our organization. I'd like to give these reports an accurate date stamp as opposed to the current language we're using of "yesterday." Could I use someth read more
0 upvote
2 Replies
February 13, 2023 15:28
Thanks for the reply Kristen! The majority of the data that's included in the reports comes from other external systems, so we pass things into more
APeer on February 06, 2023
I want to create a report that shows the number of marketing contacts in our data base each month. How can I accomplish this?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 06, 2023 10:26
Hi @APeer , It's not possible to recreate the report exactly. In the account & billing report, contacts could be counted multiple times, more
DFlach on January 30, 2023
Is there a way to report which emails I've sent to a specific company (or companies?)
1 upvote
1 Reply
Accepted Solution
Key Advisor | Platinum Partner
January 30, 2023 18:43
Hey @DFlach , thanks for reaching out! Emails are sent to individual contacts and tracked on their records, so contacts will always be the more
RKallok on January 27, 2023
Hi All, I have several landing pages with thank you pages that contain eBooks and other content by clicking a button to download. They also receive a copy of the content in their email. While we can track emails, we really don't know if they ar read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
January 28, 2023 01:52
Hi @RKallok If the buttons you are referring to are CTAs, created in HubSpot, you can track clicks on those. Seei my reply to a more
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