I want to add a report to my dashboard that displays the breakdown of a single property. We've got several properties with multiple check boxes and we ant to quickly see how the responses are distributed ( area of expertise, company size, etc). I ca Leia mais
Hi Liam, Could you confirm if these are contact or company fields if they are coming in via a form? If so, are you including an element such as ...Leia mais
Hi all, We have multiple reports on our dashboard that we would like to easily compare, but we can't see the totals unless we click on the filter button and open it up. Ie, if I have a report for opened tickets side by side with a report o Leia mais
Hello, I have a report (bar chart) in my dashboard that counts the number of forms filled per month. When I click the last bar on the chart for this month to have details (nov. 2024), it shows more forms filled than on the report. Basically it d Leia mais
Without seeing the report setup it is difficult to say exactly what is happening. It could be that the dashboard and/or report has not refreshed but ...Leia mais
Hi folks I am testing the new Buyer Intent tool and noticed the "Showing Intent" filter isn't working. For example, the intent has a few conditions: When looking at a company record with the "Showing intent" in the OFF position, Leia mais
Hi @freitasm , thanks for getting back to us on this and taking the time to show examples! Thanks also for your valued feedback! Our teams have ...Leia mais
Hello everyone, I am exploring ways on HubSpot to record secondary attributions. What are some ways you recommend approaching this problem? For more details, I am looking to use it primarily for direct mail campaigns. Because Leia mais
Hey all, We are doing inventory on all assets in HubSpot. Is there an easy way to export in csv only the names of the reports and other relevant fields like owner, create date, etc.? I can export the full data of the reports but I only need Leia mais
@KSergieva11 thank you for providing this context. No, this is currently not possible, see here: https://knowledge.hubspot.com/account-management/...Leia mais
Hello, How can I create a customer report for: 1. Contacts that are most engaged for each email sent for the year 2. Which emails performed the best this year
I haven't found a clear answer to this. I recently switched from Pardot, and there I know the dates affect reporting and attribution. Say for example, we are aponsoring a conference July 14-16 so I put July 14 as the start and July 16 as the end, th Leia mais
Add Nextdoor as an option for UTM Source for Paid Social Tracking URLs OR Create a generic or "Other" option for when the social media platform isn't listed in the UTM Source dropdown menu. I tried creating a Tracking URL for an ad to be pos Leia mais
At the moment we create a dashboard for each indivudual tradeshow/event that we attend or host, with reports based on number of leads created from the event, where those leads are in the funnel, number of deals etc that have been created/won/lost si Leia mais
Hey @SRomankiw thank you for posting in our Community!
Consolidating your event reporting is a smart move! While HubSpot doesn’t allow dire...Leia mais
I work for a credit union who uses Hubspot, and because our membership is moreso based on "members/accounts"versus just contacts, I'm stumped on how to create effective reporting. For instance, we are running a new member onboarding campaign, a Leia mais
Hi @ERhine ,
Could you provide a bit more detail where exactly in HubSpot the information you're mentioning is documented? When you say member...Leia mais
We don't use UTM parameters on the links we post on LinkedIn because I think it might duplicate HubSpot's reporting. So, if this isn't feasible, what are some other ways of finding out which specific LinkedIn posts were viewed by a closed won contac Leia mais
Hi @JenniFlynn ,
Unless you use separate website assets just for organic LinkedIn activity (e.g. a regular product page and a cloned version j...Leia mais