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IRemington 9月 29日, 2023
I have what I believe to be a relatively simple concept that I'm struggling to find in HS. I'm assuming this would be a report but would be just as open to a view/list. Concept: My brand new CSM has a list of 20 accounts We agree that a phone 続きを読む
0 いいね!
3 コメント
Accepted Solution
9月 29日, 2023 16:41
For the milestone example, I had done something similar to this before with a client of mine who was an agency to look after their existing clientele...続きを読む
NHarris8 9月 28日, 2023
I am hoping to create a report that can be run weekly to see activity through email campaings we are running, the form submissions we are tracking, and the overall engagement of our contacts. We want to split our reports into global regions so I wou 続きを読む
0 いいね!
1 コメント
トップ投稿者 | Solutions Partner
9月 28日, 2023 12:32
Hey @NHarris8 You can analyze your email campaign performance and view the overall engagements of your contacts check this complete guide here...続きを読む
Ceci_Miskowski 9月 28日, 2023
Hi! I am trying to create a report highlighting the spam which we receive through our paid ads. We work with an outside ad agency, so I would like to be able to show which contacts we actually consider valid leads. I have already created a report sh 続きを読む
0 いいね!
3 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 28日, 2023 11:54
Hi @Ceci_Miskowski , If you're looking to report on bounced contacts from paid sources, this can be achieved with a single object report. ...続きを読む
CReyneke 9月 27日, 2023
Hi Team, I have set up a report showing the deal count per rep, and if you hover over it you can see the percentage. how do I add an graphic report ontop of this report also showing the total value of the deals sitting with a rep? Regards, Chr 続きを読む
1 いいね!
1 コメント
キーアドバイザー | Platinum Partner
9月 28日, 2023 02:57
Hi @CReyneke Yes, this is possible. You can follow the step as shown in the image attached. Hope this will helps you out. Please mark it ...続きを読む
SebScheuer 9月 27日, 2023
Hi, we are setting up 3-4 main KPIs for each specific role in our organisation, especially now in the marketing team. I am interested in hearing which ones you selected and how you set up the reporting infrastructure. Are you using Hubspot repor 続きを読む
0 いいね!
2 コメント
9月 27日, 2023 09:43
Good catch: Content Marketeer (Both strategist and producer) Demand Generation Manager (Focuses on distribution of content, but not paid acquisitio...続きを読む
GHunt5 9月 26日, 2023
Is it possible to capture the stage a deal is in when it goes to closed lost? Use case: To see trend by rep of what stage a deal is in when it is moved to closed lost. Id rep sticking points or reps who are not using the pipeline stages correct 続きを読む
0 いいね!
4 コメント
Accepted Solution
9月 26日, 2023 19:22
The deal stage funnel will show you this assuming your stages are being followed. But if the funnel is not working properly because stages are not be...続きを読む
AvonKuhn 9月 26日, 2023
Hi, Would it make sense to have an autimation that marks an associated contact and company's lifecycle stage as 'other' once a deal has been lost? I am struggling to get out sales team to also update contact and company levels once a deal has be 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 26日, 2023 07:44
Hi @AvonKuhn , Without having the full context of your sales process it's hard to say but yes, that could be an option. Personally, I like kee...続きを読む
sk84 9月 26日, 2023
Hi there, I want to create a report to view the effectiveness of my marketing campaigns. Is there an option to show a report with the budgets of a campaing compared to the created revenue? At the moment I can't find a way to add expenses to 続きを読む
0 いいね!
1 コメント
Accepted Solution
最優秀メンバー | Diamond Partner
9月 26日, 2023 04:53
Hi @sk84 As you've found, HubSpot campaigns at present don't have comprehensive cost tracking features built in and therefore don't nativley...続きを読む
AvonKuhn 9月 25日, 2023
Hi Community, I need to create a report on marketing efforts, Hubspot's propertyies e.g. original source and source drill down where too limiting for us, so I created a new one called ' manual source. Now my question is how can I show the number 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 25日, 2023 05:23
Hi @AvonKuhn , Which date property exactly do you want to display this by? If you're looking for a graph visualization, we have one dimension ...続きを読む
Karlie-Shopline 9月 24日, 2023
Hey team, I'm trying to find a way to create a graph that shows the growth of my database month by month. I can do new contacts added per month but I'm after a cumulative total per month, e.g. Jen = 100, Feb = 200, Mar = 400 etc. Help!
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 24日, 2023 23:56
Hi @Karlie-Shopline , This can be achieved with a custom report, requiring a Professional subscription. Navigate to Menu > Reports > Rep...続きを読む
SSulzner 9月 22日, 2023
All the information I could find was outdated. I am trying to generate a report on all orders with a certain line item. The line item property isn't available for me in any reports, filtering, etc.
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 22日, 2023 12:02
Hi @SSulzner , Just to confirm, when you navigate to Menu > Reports > Reports > Create report > Custom report builder, you're not ...続きを読む
GHunt5 9月 21日, 2023
Is it possible to count email domains and send send a notification if 5 contacts come in with the same email domain?
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 21日, 2023 16:14
Hi @GHunt5 , If you automatically create and associate companies , you can leverage the information that HubSpot is storing automatically: Ea...続きを読む



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