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Sales Hub Tools

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EMcGrath on Janeiro 31, 2024

Reporting on Personalization Tokens used in Sequences?

Our team is very interested in focusing on Personalization in Sequences this quarter, as we start to look at outbound prospecting. Our sequences have a section with a placeholder, in which the team should be adding personalization. Can I report on Leia mais

Responder Marketing Reports Sequences

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2 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 01, 2024 00:08

Hi @EMcGrath , No, this is unfortunately not possible. HubSpot doesn't have any data report data source that would include placeholders, and u...Leia mais

Solucionado

CReyneke on Novembro 10, 2023

Deal Property, Deal owner + Second Sales person - Report needed

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 Leia mais

Responder Reports

0 avaliações positivas

2 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Novembro 10, 2023 03:32

Hi @CReyneke , In the custom report builder (Menu > Reporting > Reports > Create report > Custom report builder), yes. By se...Leia mais

ABarr on Maio 31, 2023

Line Items Reporting - recurring revenue

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 Leia mais

Responder Deals Reports Sales

0 avaliações positivas

2 Respostas

HFisher7

Orientador(a) | Parceiro Elite

Junho 01, 2023 11:40

@ABarr - What is your subscription type? On Enterprise, you'll be able to access the Revenue Analytics report: https://knowledge.hubspot.com/deals...Leia mais

Bradlevix on Fevereiro 13, 2023

Look-up where a product has previously been quoted

Is there any way to look-up or find where a particular SKU / Product has been quoted out in past?

Responder CRM Reports Sales

0 avaliações positivas

6 Respostas

SNigam

Conselheiro(a) de destaque

Fevereiro 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 ...Leia mais

Solucionado

nthatcher-airbr on Abril 18, 2022

Deals: Create Company property that Aggregates Deal Amount for deals with specific titles

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 Leia mais

Responder Companies Deals How-To Reports Sales Workflows

0 avaliações positivas

4 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 19, 2022 00:35

Hi @nthatcher-airbr , This can be achieved with a calculation property. Navigate to Settings > Properties > Create property and fi...Leia mais

Solucionado

ozzge on Janeiro 18, 2022

Sales Target Report

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.

Responder Reports

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 18, 2022 09:44

Hi @ozzge , Different subscription tiers have access to different goal measures: Sales Hub Starter provides access to only the...Leia mais

Solucionado

katherineladue on Janeiro 06, 2022

Reporting on Sales Goal per Line Item vs. Total Line Item Revenue

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 Leia mais

Responder Reports Sales

3 avaliações positivas

1 Respostas

Accepted Solution

GrantCarlile

Top colaborador(a) | Parceiro Diamante

Janeiro 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...Leia mais

Solucionado

justserve on Setembro 20, 2021

Meetings booked report question...

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 Leia mais

Responder Meetings Professional Reports

0 avaliações positivas

2 Respostas

Accepted Solution

StefaniUAT

Conselheiro(a) de destaque

Setembro 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 ...Leia mais

MherfelPCN on Março 05, 2021

Does opening a document count towards click rate?

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 Leia mais

Responder Connected Email CRM Reports Templates

0 avaliações positivas

4 Respostas

MherfelPCN

Colaborador(a)

Março 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...Leia mais

Osnovyanenko on Fevereiro 18, 2021

How to track recurring revenue with different multiple currencies (multicurrencies)

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 Leia mais

Responder Analytics Tools Deals Enterprise Reports Sales

0 avaliações positivas

3 Respostas

LWakefield

Membro

Setembro 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? ...Leia mais

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