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Reporting & Analytics

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JessiM on August 04, 2022
A way to make reports Share to Slack feature recurring?
I love the new "Share to Slack" feature in HubSpot reports. Is there a way to: 1.) Make this recurring instead of one-off (like they do with email) 2.) Have the Slack notification embed a screenshot / image of the app in the slack message vs a l read more
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0 upvote
1 Reply
kvonloesecke
Community Manager
August 05, 2022 08:32
Hi @JessiM , Thanks for reaching out! Glad to hear you love the "Share to Slack" feature 🙂 These are great product suggestions and ...read more
CQ17 on August 04, 2022
Contacts are showing up multiple times on report
I have a report that pulls from two data sources: Contacts and Deals. When I added Deals, it made everyone who had more than one Deal show up that number of times. I tried making Deals the primary data source but that doesn't seem to change anything read more
Reply Reports
0 upvote
2 Replies
Alex_Elborn
Contributor | Platinum Partner
August 05, 2022 03:05
Hi @CQ17 Are you able to give some more context around what you're looking to achieve with the report? I.e. what you are reporting on? Is it...read more
auto-mate on August 04, 2022
How to funnel report conversion rate change over time?
I want to create funnel conversion reports that track changes over time, but I am struggling and I think Hubspot can't do it. So, do you know how I can do this: MQL-SQL conversion rate, per month, for direct traffic (to see how the conversion rate read more
Reply Reports
0 upvote
4 Replies
auto-mate
Contributor
August 05, 2022 01:40
Thanks Phil. It helps in that, yes, I agree, I need an alternative solution;) It would be great if the funnel data was available in Hubspot custom r...read more
MHopkinson on August 03, 2022
Demand Gen Dashboard
Hi, I'm looking to create a dashboard in HS that can give me an overview of contacts in lifecycle stages, contacts who have booked a demo with our sales team, lead source, and conversations. Maybe a few other things. Does anyone have any ins read more
Reply Dashboards
0 upvote
1 Reply
Ben_M
Key Advisor
August 03, 2022 11:54
I've done it before, but admittedly I don't use Hubspot lifecycle stages as I find them too restricting. Are you running into an issue setting up a ...read more
Solved
KLottoShabat2 on August 02, 2022
Where do I see source property drill down?
Hi, We uploaded two list of conference contacts from two different conferences. When I open a contact it says, for both: "Contact was created from offline sources". I found this article by Hubspot explaining that there is a source drill-down. read more
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0 upvote
3 Replies
Accepted Solution
Phil_Vallender
Most Valuable Member | Elite Partner
August 02, 2022 06:00
Hi @KLottoShabat2 Original Source Drilldown 1 and 2 are both default contact proporties, the same as Original Source. You can add the...read more
GHunt5 on August 01, 2022
Losing UTM's
I have contacts coming in that should have UTM data populating. We have custom fields on the form for UTM's. For some reason the UTM seems to be dropping off. They visit this page that has the UTM data They click "Request Demo" read more
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0 upvote
1 Reply
Teun
Recognized Expert | Diamond Partner
August 01, 2022 10:40
Hi @GHunt5 , When people land on the first page, the UTM data is still available in the URL, but when they click on the Request Demo button, ...read more
SSaiyed on July 29, 2022
populate number of employees field
Hey is there a way to auto populate number of emloyees field in HubSpot if the name of the company (Primary Company) is known ? So I have switched this button ON and that will autopopulate all the primary company fields for any new leads read more
Reply Professional
0 upvote
1 Reply
Teun
Recognized Expert | Diamond Partner
July 31, 2022 23:20
Hi @SSaiyed , If you have Operations Hub Pro / Enterprise, you could use a coded action in a workflow to achieve this. It would look somethin...read more
MGoswick2 on July 29, 2022
See Behavior Event Tracking Tags/Target
Maybe I'm missing something, but in the old events tracking tool, you could edit and update events, as well as see what the current event was tracking (i.e. if you selected "Clicked Element", the next screen showed you the ID/Class/Jquery selector c read more
Reply Enterprise
0 upvote
2 Replies
danmoyle
Recognized Expert | Elite Partner
August 02, 2022 05:43
Thank you for the tag @kvonloesecke . I'm not as familiar with the behavioral events as I should be. Sorry @MGoswick2 but I don't have an answer. ...read more
JMockler on July 28, 2022
Adding lists to Hubspot dasboard
I am trying to create a dashboard based on lists. The reason is that we have lists for: - Forms (enquiries) - Tickets I want to keep track on how many enquiries and tickets we sell. But I can't find out how to create a dashboard based on lis read more
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0 upvote
1 Reply
Bryantworks
Key Advisor
July 29, 2022 06:49
Hey @JMockler , You can utilize a list membership in your reports to filter down to only contacts that are members of those lists: ...read more
KØrnbo on July 28, 2022
Reporting - Without Parent and child level.
When I am doing a report i Hubspot, then I get all figures up including parent and Child level. Which means that I have the same figure counting twice due to the parent has a child levels figure aswell. Can any tell me how to filtre this or any read more
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0 upvote
3 Replies
KØrnbo
Participant
August 01, 2022 06:13
Thanks its done by know
KGlode on July 27, 2022
Need to eliminate internal virtual working employees from traffic and analytics
Hey everyone - I'm fairly new to HubSpot. I work for a 100% virtual company and we don't have a VPN. I'm trying to eliminate our users from the traffic and analytics. IP addresses are from each employee's personal provider and are not static. Ea read more
Reply Professional
0 upvote
1 Reply
MiaSrebrnjak
Community Manager
July 28, 2022 04:07
Hi @KGlode , Thank you for reaching out to the Community! I'm afraid we don't have a native solution for dynamic IPs whereby we would conti...read more
Solved
MartinB81 on July 27, 2022
Create report showing customer field
Hi New to HubSpot. I have a dhasboard that shows the number of users that sign up for our free community product. I want to create a report that shows the Name, Role, and Company Field. Not sure how I go about that. Right now when I export the list read more
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0 upvote
2 Replies
Accepted Solution
MartinB81
Member
July 27, 2022 12:23
Thanks Alex! I'll give this a go. Cheers Martin
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