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CReyneke en Noviembre 10, 2023
Hi guys, I have a report to do. A Deal owner is linked to a deal, and a seperate custom field was added, second sales person (this is used as some deals are linked to the corporate sales team and they get part of the commutions) Sometimes Sales Leer más
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2 Respuestas
Miembro del salón de la fama | Partner
Noviembre 10, 2023 03:32
Hi @CReyneke , In the custom report builder (Menu > Reporting > Reports > Create report > Custom report builder), yes. By se...Leer más
ABarr en May 31, 2023
Hi all, I'm trying to report on recurring revenue with a "billing start date" and "billing frequency" that should be the end of the billing date. I did manage to create a report for this, but the issue is that even though I set the billing f Leer más
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2 Respuestas
Colaborador líder | Partner nivel Elite
Junio 01, 2023 11:40
@ABarr - What is your subscription type? On Enterprise, you'll be able to access the Revenue Analytics report: más
Bradlevix en Febrero 13, 2023
Is there any way to look-up or find where a particular SKU / Product has been quoted out in past?
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6 Respuestas
Asesor destacado
Febrero 14, 2023 11:35
@Bradlevix I think you were right I thought it was there my bad but yes I am submitting this as an idea for you so hopefully will get some filters ...Leer más
nthatcher-airbr en Abril 18, 2022
Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w Leer más
Accepted Solution
Miembro del salón de la fama | Partner
Abril 19, 2022 00:35
Hi @nthatcher-airbr , This can be achieved with a calculation property. Navigate to Settings > Properties > Create property and fi...Leer más
ozzge en Enero 18, 2022
Hello community, I would like to create a sales target report based on a metric but not revenue. We're using sales hub starter but what could be the best practice to create a report that salespeople follow.
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1 Respuestas
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Miembro del salón de la fama | Partner
Enero 18, 2022 09:44
Hi @ozzge , Different subscription tiers have access to different goal measures: Sales Hub Starter provides access to only the...Leer más
katherineladue en Enero 06, 2022
Hi, I'm just wondering if anyone else has any better ideas for this. My client has one section of their business that is for Sponsorship Sales, and they'll be creating each sponsorship package as a product/line item in HubSpot. They have a set Leer más
3 Me gusta
1 Respuestas
Accepted Solution
Colaborador líder | Partner nivel Diamond
Enero 06, 2022 18:48
Hey @katherineladue , this is Grant, Please correct me where I have gone wrong here - layout out for clarity. Problem: Goals on products, no...Leer más
justserve en Septiembre 20, 2021
I work with a private school that has 5 campuses and 5 admissions directors. I'm planning on using the "Create scheduling page" option to create a meeting (campus tour) sign up for that integrates with each admissions director's calendar. I'm trying Leer más
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Accepted Solution
Asesor destacado
Septiembre 21, 2021 08:59
Hi @justserve , If it helps, I work for a University and actually created tickets to assist in this process. I personally have tours available to ...Leer más
swiley en Abril 15, 2021
Calling all reporting fans - we're so excited to launch our new reporting training in the coming months! We will cover all the reporting options in the new HubSpot report builder. To get us in the mood - let us know what report is most val Leer más
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0 Respuestas
MherfelPCN en Marzo 05, 2021
Hello! I'm wondering if opening a document counts towards a click rate. To me, since you have to click the link it should be a click rate. We are seeing that documents are being opened, but the click rate does not go up. For example: We had 13 Leer más
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4 Respuestas
Marzo 09, 2021 12:28
Hi Pam! So we are specially looking at this report in HubSpot. Does the click on the document not count here because it isn't technically a click...Leer más
Osnovyanenko en Febrero 18, 2021
Hi! Do you have any idea how to implement this instruction with a multicurrency setup? My business has a subscription model in 4 currencies. We use Stripe to capture payments and send Stripe values to HubSpot. This helps to segment contacts Leer más
Septiembre 14, 2021 05:32
Hi @Osnovyanenko , may I ask how you got Stripe MRR into Hubspot? It's not a field that shows in their sync tool. Are you doing it via API? ...Leer más
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