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
Hi @squigglebit ,
If you have a custom lifecycle stage for the trial, you could create a custom funnel report, as explained here: https://kno...read more
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?
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
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
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 a...read more
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
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 selected...read more
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
Hi @ElaineC ,
If you're just interested in the metrics, not creating a specific report or dashboard, you'll find the information by following ...read more
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
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
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 Sa...read more
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
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 HubS...read more
Hey @DFlach , thanks for reaching out!
Emails are sent to individual contacts and tracked on their records, so contacts will always be the bes...read more
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