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Ceci_Miskowski on September 28, 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 read more
0 upvote
0 Reply
CReyneke on September 27, 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 read more
1 upvote
1 Reply
Key Advisor | Platinum Partner
September 28, 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 ...read more
SebScheuer on September 27, 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 read more
0 upvote
2 Replies
Participant
September 27, 2023 09:43
Good catch: Content Marketeer (Both strategist and producer) Demand Generation Manager (Focuses on distribution of content, but not paid acquisitio...read more
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 be...read 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 kee...read 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 nativley...read more
Solved
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 ...read more
Solved
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 > Rep...read 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 ...read 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: Ea...read 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
Participant
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!
Solved
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 r...read more
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