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JPickham on March 28, 2023
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
0 upvote
2 Replies
March 29, 2023 03:00
Hello @JPickham , I like the idea shared by @karstenkoehler , And to adding my point for a report I suggest you to create a custom more
LStrabelli on March 24, 2023
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
0 upvote
1 Reply
Key Advisor
March 25, 2023 11:50
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 more
SLongley3 on March 21, 2023
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 21, 2023 11:28
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? more
SAakervik on March 07, 2023
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
1 upvote
2 Replies
Accepted Solution
Thought Leader | Elite Partner
March 10, 2023 07:16
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 more
BVers on March 06, 2023
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
Community Manager
March 06, 2023 13:49
Hi @BVers , hope you are doing well! For HubSpot Google Sheets integration - it will be based off the actual individual object record in 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
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
06401 on February 16, 2023
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
0 upvote
1 Reply
February 16, 2023 08:59
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 more
Maxwolters on February 15, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 15, 2023 05:57
Hi @Maxwolters , HubSpot has the following rules for traffic / source categorization: more
DZoladz33 on February 09, 2023
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
0 upvote
3 Replies
Accepted Solution
Recognized Expert | Elite Partner
February 09, 2023 23:34
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 more
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