Hello, I'm trying to create a custom formula based on recent form conversion. I'd like the formula to count any form with "ent |" in the title while also excluding any form with "phd" in the title. I've come up with this formula but the "and not" se Beitrag ansehen
@JGrayson6 so it's important to understand that a custom formula field in the custom report builder cannot in itself count how many contacts meet i...Beitrag ansehen
I would like to be able to report on how contacts move from one lifecycle stage to another within a marketing Campaign. In other words: a lifecycle stage funnel within a Marketing Campaign. For example: I would like to report on how many contact Beitrag ansehen
Hi @SSnoei ,
I have reached out to my team to see if they have any other suggestions, but I did find this post that is very similar that has...Beitrag ansehen
I am trying to do a very simple stage conversion from Lead/MQL/SQL - 3 basic items for those contact that were creaed in 2026 and entered the lead date in 2026. In the Contact View, I can apply filters that get me 9,733 and when I enter that into Beitrag ansehen
We currently have 50K contacts whose Original Traffic Source is marked as Offline Sources . However, some of these contacts later converted and closed deals through Email Marketing efforts. I would like to understand how many Leads, SQ Beitrag ansehen
Hi @Deep_Kwatra ,
You could check if the Latest traffic source has ever been Email marketing - and create a segment to filter for these contac...Beitrag ansehen
HOW ON EARTH do you people use campaigns in HubSpot?! Like honestly?!?!?! We’re trying to get real attribution for conferences (pipeline/rev) and I think we’ve got the “data plumbing” mostly figured out: Custom object = Conferences Beitrag ansehen
Heya @tylerdeion . I don't have an easy answer, as it's been different every place I've been andwith each client. However, I did just see this from...Beitrag ansehen
My team and I have been running digital ads through publications and social platforms. While reviewing reports from multiple sources vs Hubspot's, we've noticed that the reporting we recieve in Hubspot's campaign manager regarding tracking URLs is i Beitrag ansehen
Hi @Schristian7 , The tracking URL allows you to add UTM paremters to it which would be ideal as it will allow you to better track and organize the...Beitrag ansehen
Hi everyone, I am trying to break down our reporting more granular. We have a target number for each region per month, i.e. we want 50 MQLs in France in January, in febuary it should be 55 etc. Has anyone found a way to compare the actual MQL Beitrag ansehen
Hi @JSchlick ,
How many regions do you have? I would solve this with one report per region, probably, and either a goal line within a report o...Beitrag ansehen
Hi everyone, we are refining our reporting and wanted to set MQL goals per week per regions. For this I used the tempate " Number of contacts in a lifecycle stage ". While the creation works fine, I can search for the goal and the goal also gets s Beitrag ansehen
Hi @JSchlick ,
Your second screenshot shows that there is a filter applied. Can you confirm that you clicked "Clear all"? If so, and if you st...Beitrag ansehen
Can the list of website visitors in the Website visits app be exported? How are folks using this app - if you can't export, can it be pushed to a LinkedIn audience?
For a while now, I've been updating our dashboards and reports. I'm used to the old layout, and now the settings are changing in the reporting builder. We have a lot of table overviews on incoming leads by months with the assigned lead status. Unfor Beitrag ansehen
Hello, I am using LocaliQ to integrate some of my leads and am having difficulty reporting on the data that shows up in my contacts. Does anyone have experience with this that can help?
Hey @BSardella , the reporting headache with LocaliQ leads is usually about how the contacts get tagged when they land in HubSpot. Since LocaliQ do...Beitrag ansehen
Hallo zusammen,
ich habe eine Frage zum Thema E-Mail-Reporting in HubSpot.
Wenn E-Mails aus HubSpot heraus geschrieben und an Deals oder ein Custom Object (z. B. Anfragen) verknüpft werden: Ist es möglich, über ein Reporting auszuwerten, wie v Beitrag ansehen
You can definitely pull this in the custom report builder. Just use "Activities" as the primary data source and filter by the association to Deals o...Beitrag ansehen