Hi community, I am trying to create a report to be used on a dashboard that shows all of our leads across a FY. I was hoping this could be shown as a bar chart with the list membership and count shown. We have all of these leads added to lists pe read more
Hello @JPickham ,
I like the idea shared by @karstenkoehler , And to adding my point for a report I suggest you to create a custom property...read more
Hello, We are trying to come up with a performance report or dashboard (in case we need for different regions) for our marketing emails that are driving the free trial (conversion or attribution?), as per specs below. Ideas on what would be th read more
Are you trying to ask whether you can do this within Hubspot? If so, unless your app is pushing data back to Hubspot about your free trial, you will ...read more
Hi. I'd like to know if anyone has a way of filtering a dashboard beyond the standard filters. Use case - I have a dashboard with a set of 'template' reports. I also have contact lists of contacts who have been influenced by a campaign (by our d read more
Hi @SLongley3 ,
It's not a workaround that would be very responsive but have you considered adding a default list as a filter to every report?...read more
Is it possible to save the results or add them to a dashboard when you use the "compare campaigns" function (marketing --> Campaigns --> Compare Campaigns)? What is the best/recommended way to compare campaigns KPI's with each other, without h read more
Hey @SAakervik welcome to Community! For the compare campaigns in a dashboard, you have at least a couple of options. My favorite is the " add exte...read more
Hi all, Does anyone know how to automatically export HubSpot web analytics data and campaign data to Google Sheets? I want to automate reporting on the google products coming from Hubspot. Thanks! Ben
Hi @BVers , hope you are doing well!
For HubSpot Google Sheets integration - it will be based off the actual individual object record in Hub...read more
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
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
Hello, We are analyzing the Original source of our contacts in Hubspot and couldn't find the definition of null value. I know that if people don't accept cookie policy, they end up as Direct Traffic. But do you know what's null value to refer? A read more
That's very interesting! I'd inclined to think that's a bug to be honest. Which tool are you seeing that on? It looks like reports but are you seeing...read more
Good afternoon, Traffic from Google My Business is not registrered correctly. Configuration: Source/-Medium = ''lokaal_gmb / organic''. Google Analytics 4 as well as Google Analytics place it under 'organic search', like it is supposed to. Unfo read more
Hi @Maxwolters ,
HubSpot has the following rules for traffic / source categorization: https://knowledge.hubspot.com/reports/understand-hubspo...read more
Hello. I have a B2C client that a majority of their leads are from inbound phone calls from their campaigns. They use CallRail for there analytics. CallRail is integrated to their HubSpot instance but there is an issue in the ad campaigns. The ad ca read more
Hello @DZoladz33 Make sure you have connected your Call Rail account to HubSpot and make sure that your Call Rail call data is being synced with H...read more