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  • Solved
    EKao on January 18, 2022
    1 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. ...
    Hall of Famer
    January 18, 2022 21:40
    Hi @EKao , This is a bit unusual and I can't reproduce it on my end. I tested as a user in a free portal without export permissions but was st...
  • 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...
  • TBradford on January 07, 2022
    1 Replies
    The information for attendance is pushing over fine for single meetings, however, it does not push over for ongoing or repeating meetings. Is there something we need to do to make sure this happens?
    Community Manager
    January 10, 2022 08:43
    Hi @TBradford , Thank you for reaching out to the Community! Have you already tried resyncing all data from specific Zoom meetings , as desc...
  • Solved
    crmchief on January 05, 2022
    2 Replies
    We are using marketing hub pro and CMS - and have many hosted pages on the website. In this case - we are not capturing the form submissions themselves from the landing page. What is weird - when I go into edit the landing page - there is no fo...
    Contributor | Platinum Partner
    January 05, 2022 14:02
    If it is not a HubSpot form, you could try enabling the collection of information from non-HubSpot forms on your pages in your HubSpot settings. Her...
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