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CReyneke on Novembro 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 Leia mais
0 avaliações positivas
2 Respostas
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
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
0 avaliações positivas
2 Respostas
Top colaborador(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: mais
Bradlevix on Fevereiro 13, 2023
Is there any way to look-up or find where a particular SKU / Product has been quoted out in past?
0 avaliações positivas
6 Respostas
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
nthatcher-airbr on 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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
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
ozzge on Janeiro 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.
0 avaliações positivas
1 Respostas
Accepted Solution
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
katherineladue on Janeiro 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 Leia mais
3 avaliações positivas
1 Respostas
Accepted Solution
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
justserve on Setembro 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 Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
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
swiley on 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 Leia mais
3 avaliações positivas
0 Respostas
MherfelPCN on Março 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 Leia mais
0 avaliações positivas
4 Respostas
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
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
0 avaliações positivas
3 Respostas
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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