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NHarris8 on Setembro 28, 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 Leia mais
0 avaliações positivas
1 Respostas
Top colaborador(a) | Parceiro
Setembro 28, 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...Leia mais
Ceci_Miskowski on Setembro 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 Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Setembro 28, 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. ...Leia mais
CReyneke on Setembro 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 Leia mais
1 avaliações positivas
1 Respostas
Conselheiro(a) de destaque | Parceiro Platinum
Setembro 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 ...Leia mais
SebScheuer on Setembro 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 Leia mais
0 avaliações positivas
2 Respostas
Setembro 27, 2023 09:43
Good catch: Content Marketeer (Both strategist and producer) Demand Generation Manager (Focuses on distribution of content, but not paid acquisitio...Leia mais
GHunt5 on Setembro 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 Leia mais
0 avaliações positivas
4 Respostas
Conselheiro(a) de destaque
Setembro 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...Leia mais
AvonKuhn on Setembro 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 Leia mais
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1 Respostas
Membro do Hall da Fama | Parceiro
Setembro 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...Leia mais
sk84 on Setembro 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 Leia mais
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1 Respostas
Participante de valor | Parceiro Diamante
Setembro 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...Leia mais
AvonKuhn on Setembro 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 Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Setembro 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 ...Leia mais
Karlie-Shopline on Setembro 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 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Setembro 24, 2023 23:56
Hi @Karlie-Shopline , This can be achieved with a custom report, requiring a Professional subscription. Navigate to Menu > Reports > Rep...Leia mais
SSulzner on Setembro 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 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Setembro 22, 2023 12:02
Hi @SSulzner , Just to confirm, when you navigate to Menu > Reports > Reports > Create report > Custom report builder, you're not ...Leia mais
GHunt5 on Setembro 21, 2023
Is it possible to count email domains and send send a notification if 5 contacts come in with the same email domain?
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1 Respostas
Membro do Hall da Fama | Parceiro
Setembro 21, 2023 16:14
Hi @GHunt5 , If you automatically create and associate companies , you can leverage the information that HubSpot is storing automatically: Ea...Leia mais
ABoyd5 on Setembro 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? Leia mais
0 avaliações positivas
2 Respostas
Setembro 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!
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