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  • bunners007 on January 21, 2022
    3 Replies
    Hi community! I have a couple of clients where Marketing is competing internally against meeting bookers. Marketing has #leads as a KPI, but meeting bookers are filling up the CRM with lists of "leads" (we're really talking about contacts with a ...
    Hall of Famer
    January 21, 2022 07:12
    Hi @bunners007 , If you're generating a lot of meetings booked, that's amazing. When the total addressable market is so small that sales takes...
  • Solved
    EKao on January 18, 2022
    2 Replies
    Email or export reports and dashboards ( I've been trying to follow this instruction but I can't find the export option for me. The screenshot is from my portal. According to the doc, this is available to all the plans. ...
    January 19, 2022 08:43
    Hi @karstenkoehler , Thanks for the help. I'm the super admin but I can't find the option on my sidebar either. Do you know where can I find...
  • LDorsey on January 18, 2022
    1 Replies
    With Google Tag Manager, I am currently conversations started with no problem. My question is, can you track whether a contact was assigned during a chat conversation?
    Community Manager
    January 20, 2022 14:59
    Hello @LDorsey , I was not able to find a workaround for this matter, but I would like to add some of our top experts to share their thoughts @Vero...
  • SComeau on January 17, 2022
    2 Replies
    Hello, We have a SaaS service that has monthly recurring revenue. We have two issues with the Revenue Analytics portion of HubSpot: 1. We can not base the revenue analytics on the "Start of billing date" which is crazy considering we can customize ...
    Guide | Diamond Partner
    January 19, 2022 04:58
    I'll check with some of the reporting wizards I work with and report back.
  • Solved
    RSiddula on January 17, 2022
    3 Replies
    Hello Community, I am planning to build a dashboard to check the performance of all the SDR's, I have included the below KPI's, 1. Number of connected calls vs Goal 2. My meetings booked vs Goal 3. My created deals vs Goal 4. My task co...
    Guide | Diamond Partner
    January 18, 2022 01:15
    Hi @RSiddula , Actually, something I did find was a couple of reports that you'd be able to filter from the report library as shared in image....
  • KevinWathey on January 17, 2022
    2 Replies
    Has anyone successfully set up reporting for a VSL Call Booking Funnel? We're currently tracking page conversion rates and have custom reports for each page set up, but I'm having difficulty figuring out how to attribute a booked call to a speci...
    Guide | Diamond Partner
    January 18, 2022 01:18
    Hi @KevinWathey , For the particular ad attribution, it does seem like we would need to select the sources - Sales activity, contacts and ads ...
  • Teener on January 13, 2022
    2 Replies
    Hi! I'm creating an attribution report for the first time, and was wondering what all these asset types mean? Is there a definition list floating around by any chance? Thank you! Tina
    Hall of Famer
    January 13, 2022 22:19
    Hi @Teener , These assets are listed and "defined" here:
  • arlogilbert on January 13, 2022
    1 Replies
    Whoever is running the custom behavioral events products & legacy events products should be fired. Everything about CBE is a downgrade other than the custom properties. * The limit used to be 2000 events - Now 50 (arbitrary) events... 2000 d...
    Community Manager
    January 17, 2022 03:35
    Hi @arlogilbert , we are sorry to hear that the CBE feature didn't meet your expectations. The product team is working on improving the tool a...
  • JJagiello on January 13, 2022
    2 Replies
    It seem this is somthing that has been raised previously in a couple of old posts but not as detailed as what we are looking for. Hubspot is gr...
    Guide | Elite Partner
    January 17, 2022 00:52
    Hi @JJagiello Some excellent points on recurring business attribution, as you say this is a challenge across most CRMs but there are some po...
  • LaurenMH on January 13, 2022
    1 Replies
    Hey all, My team has been using to manage our marketing plan and content calendar. I love the flexibility we have with monday to see how campaigns are tracking for additional labels and segements--HS just doesn't give you the matrix ...
    Top Contributor | Platinum Partner
    January 13, 2022 08:57
    Hi @LaurenMH HubSpot has native integration with that you can find in HS App Marketplace . It si provided by so you ...
  • Solved
    Laura19 on January 11, 2022
    3 Replies
    Hello, I am looking for a way to export a board that would help me monitor the engagement of a dynamic list of contacts for an email campaign that has been displayed over 2021 (about 100 emails). More precisely, in this board I would like to ge...
    Hall of Famer
    January 11, 2022 07:48
    Perfect, glad to hear, @Laura19 . If you have any follow-up questions, let me know. If you want to make it easier for others to find this info...
  • Solved
    ArieKelmachter on January 08, 2022
    2 Replies
    Hi, I was recently reading this knowledge base article covering direct traffic. What does "Identified Mail Domain" mean? Examples? Thanks!
    Hall of Famer
    January 09, 2022 22:38
    Hi @ArieKelmachter , This is indeed a bit ambiguous and leaves room for speculation. Here's how I would interpret this: If one of your website...
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