Coverage ratios are very helpful for our sales managers. I somehow remember there is a way to monitor the coverage ratios over time, other than copying them to a spreadsheet by hand or by sending monthly reports. I thought it was possible to have Hu read more
The coverage ratio is mentioned on the Forecaste page. It shows the weighed funnel related to the outstanding goal, and thus indicates how much of you...read more
Good afternoon everyone, I work for Trivia Nation, a FL based trivia company that hosts over 150 weekly trivia/game shows across the state with approximately 125 hosts. We are wanting to streamline our player registration process by digiti read more
@allyboudreau12 , I second what Kennedy said...how fun! When Karsten comes in I'm very certain he will have some amazing thoughts for you, too.
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Our SDRs have a goal for number of proposals sent per week / month and I was hoping I'd be able to create a custom goal on HubSpot to measure progress towards this at a team and user level. I noticed that you can't create goals for quotes or ta read more
Hey @RevOpsProf , thank you for posting in our Community!
HubSpot doesn’t currently support custom goals for quotes or tasks directly, but y...read more
Hi, We currently have Sales, Service & Marketing hub subscriptions and I am wondering the best way to outreach to brands and report on it. Currently we are using sequences for out reach but do not feel this is the best process as when read more
I can see there are different filters for product in the deal section. Do you know the different between: Deal Type Deal Product Product Interest Thank you.
Hi, I just joined this new company. When a lead enters the sales funnel steps, the sales person can decide to push it backwards back to a nurture lead (stage 0) even if the lead has already reached an interest or opportunity stage(stage 1,2or3). Th read more
I agree with @karstenkoehler that changing it now if it's working for everyone isn't a good idea, with the caveat that you're new to the org and li...read more
So what I have used to track sales is coupon codes. When I place an ad, I give 25% off when a person uses a coupon code. The code tells me what ad they viewed to order from. For example REAL25 means the ad is placed on The REAL Chattanooga!! Fa read more
I want to Uncheck value of checkbox in my field in import sheet, how to do that? I am leaving my excel cell blank (to make it uncheck) but after importing, i have noticed that the value is still there in HubSpot. Seems like HubSpot doesn't recognize read more
@MKhalid9 I'm glad my first answer was helpful, you're welcome. And yes, I think the Community is an amazing group of humans for sure.
As fo...read more
Morning all, At the moment, we use a seperate excel spreadsheet to quality check the customer journey and data entered within HubSpot. I would like to manage this within HubSpot so we can identify, monitor, automate and build reporting aroun read more
Hi @SCooper8 ,
HubSpot doesn't have anything that would serve as a one-stop-shop. There are the building blocks (see my previous reply) but th...read more
We are in the initial stages of rolling out HubSpot globally to our company. We are now working on user engagement and how to track that. I see where we can click under Security/Settings and see the 3 separate reports of User Logins/Exports/Securi read more
For our sales reporting, we need to know the number of months that have transpired since the beginning of the year, such that the number increments by 1 at the beginning of the next month. So in Jan, the value = 1 (special case) and stays 1 through read more
Hey @Kevin_Jorgensen , thanks for reaching out! This is an interesting use case.
It's not super fancy, but I'm wondering if you could create a...read more
Hi Forum - first time posting here. We migrated to HubSpot ~1 year ago and are loving it. We use our CRM instance regularly, but there are definitely some best practices we should implement. We go to market through independent resellers and manufac read more
Hi @JZajac ,
26 HubSpot portals for one business sound like a nightmare, to be honest. Not only is there a permanent risk of making changes in...read more