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

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

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

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

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

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

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

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

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

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!

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.

Is it possible to count email domains and send send a notification if 5 contacts come in with the same email domain?