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GHunt5 on September 26, 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 read more
0 upvote
4 Replies
Key Advisor
September 26, 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 more
AvonKuhn on September 26, 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 read more
0 upvote
1 Reply
Hall of Famer | Partner
September 26, 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 more
sk84 on September 26, 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 read more
0 upvote
1 Reply
Most Valuable Member | Diamond Partner
September 26, 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 more
AvonKuhn on September 25, 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 read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 25, 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 more
Karlie-Shopline on September 24, 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 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 24, 2023 23:56
Hi @Karlie-Shopline , This can be achieved with a custom report, requiring a Professional subscription. Navigate to Menu > Reports > more
SSulzner on September 22, 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 upvote
1 Reply
Hall of Famer | Partner
September 22, 2023 12:02
Hi @SSulzner , Just to confirm, when you navigate to Menu > Reports > Reports > Create report > Custom report builder, you're not more
GHunt5 on September 21, 2023
Is it possible to count email domains and send send a notification if 5 contacts come in with the same email domain?
0 upvote
1 Reply
Hall of Famer | Partner
September 21, 2023 16:14
Hi @GHunt5 , If you automatically create and associate companies , you can leverage the information that HubSpot is storing automatically: more
ABoyd5 on September 21, 2023
Hi all, I'm having an issue opening certain reports today. Some reports will open just fine and others, it's as if nothing happens when I click on it. Any idea if this is an internal issue with HubSpot, or should I pursue some troubleshooting? read more
0 upvote
2 Replies
September 21, 2023 10:58
Thanks for the quick reply! I am a super admin so we can rule that one out. I'll try your third suggestion and see if that helps- thanks!
bhascher on September 21, 2023
Hi, I am looking for a way with custom reports, or calculated properties or datasets to calculate cost per contact. For example, when we organize a Webinar with 100 registered contacts. I want to divide the amount in the field: 'Campaign spend' read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
September 21, 2023 08:14
I don't think you are going to be able to extract this data to use in Hubspot reporting, but you may be able to use the API to extract this data to more
ASharma58 on September 21, 2023
We have a "Reuqest Demo" form implemented via Hubspot on our external website. When a user submits the demo form, a contact is created on Hubspot. I want to pass the Contact's "Record ID" to Google Ananlytics 4 as a user property for tracking p read more
1 upvote
5 Replies
Accepted Solution
Thought Leader | Elite Partner
September 22, 2023 08:58
@ASharma58 according to this post , "After creating a common key, transfer the CRM information to Google Analytics using the Data Import more
TuMa on September 21, 2023
The Custom Report Builder allows indeed to have both contacts and companies fields, but it doesn't allow to edit the fields in the report directly (Which Views allows). We need this to create a process update report, whereas the interactions read more
1 upvote
4 Replies
Community Manager
September 22, 2023 20:06
Great @TuMa , of course! Could you please follow the instructions that @CHawkins shared with you? Considering that this is the more
DVetriak on September 20, 2023
Greetings! I need some help with my problem. I created two embedded forms in Hubspot and put them to my Web Server through the footer on my WordPress panel. All forms are working fine, and leads are going to the Contacts as they should be. But for s read more
0 upvote
2 Replies
September 22, 2023 09:36
No, the error still exists.) The recommendations do not help to resolve it. I am using two embedded forms and not working directly with the API of more
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