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dmattauch on August 07, 2023
Hi, Is it possible to filter out emails sent through sequence in an activity report? only see emails that were sent manually? thanks
0 upvote
7 Replies
September 19, 2023 11:31
Any solution to this? I also have this issue.
ZChurney3 on June 29, 2023
Hello! I wanted to see if there is a way to track where a contact clicked a meeting link. What would be better is if we could have a custom field on the meeting form and pre-populate it based on interest, which is linked to the page theme. Is t read more
1 upvote
1 Reply
Accepted Solution
Recognized Expert
June 29, 2023 08:43
Hey @ZChurney3 , thanks for reaching out! This is a great question. As far as I know, you would need to either: Directly embed the more
JCooper8 on May 12, 2023
Hi all, I'm trying to produce a report which shows our revenue by month however some of our deals have values which should really be split across multiple months. Does anyone have a work around in order to show deal revenue across multiple read more
0 upvote
5 Replies
Accepted Solution
Guide | Gold Partner
May 16, 2023 09:35
It is difficult to record month-by-month revenue actuals in HubSpot. There isn't an object suited to it in the Pro hubs other than deals. If more
PeterS72 on January 14, 2023
I was curious if folks had thoughts on the best way to track ecommerce transactions in Hubspot. What comes to mind is a workflow that automatically creates a closed/Won deal for every transaction. My hesitation is the potential number of deals t read more
0 upvote
1 Reply
January 14, 2023 18:27
One way to track ecommerce transactions in HubSpot is to set up an integration with your ecommerce platform, such as Shopify or Magento. more
dmattauch on November 07, 2022
Hi, I'm trying to build a simple. report with send numbers, open rates, etc for a folder of marketing emails. Eeven though in custom reports i can select "marketing emails" the reporting, it's quite limited. Is it possible to have a simp read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 07, 2022 08:45
Hi @dmattauch , Yes and no. Under Menu > Marketing > Email > tab Analytics , you'll see various default reports. These can be more
MReyes13 on October 07, 2022
Hi! We have a non-Hubspot-based form on our website that acts as a Waitlist, so Contacts can enter their email and receive updates when a product is back in stock. Form submissions tell us the name, email, date of submission, and conversion page read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
October 07, 2022 19:09
Hi @MReyes13 Non-HubSpot Form fields are automatically mapped to matching HubSpot properties. So you can create custom properties to get more
Edyta7510 on August 01, 2022
Hi there! I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts. Is there any way to pull this off in HubSpot? I would simply need to see #attachments by sales rep + #attac read more
Accepted Solution
Key Advisor | Diamond Partner
August 01, 2022 06:23
Hey @Edyta7510 , Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you more
NRichardson1 on June 26, 2022
I have a report which counts Sales Rep activities (Calls, Meetings, Emails) over the previous week - which works really well Problem is that I am registered contact within our CRM, so every email my team sends me is counted as a "Sales activity" read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 27, 2022 00:27
Hi @NRichardson1 , For one, you could exclude your own company domain from CRM email logging by following these steps: more
katherineladue on January 26, 2022
Hi, looking for any creative ideas. My client's actual sales all take place on their Shopify store, but they also have sales reps that will work a deal along and want to be able to give them credit on the Shopify deals they worked on. They track all read more
Accepted Solution
Key Advisor | Diamond Partner
January 28, 2022 04:19
Thanks for the tag @kvlschaefer ! I agree with @katherineladue here that it would be nearly as easy as just mapping the contact owner to the more
AArzouni on November 18, 2021
I want to generate a simple report that shows revneue against forecast split by quarter, can this be done in hubspot? Thanks!
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
November 18, 2021 11:39
Hi @AArzouni , The forecast reports in HubSpot don't display on a quarterly basis when you are looking at a longer timeframe. However, you more
AJohnson8 on November 16, 2021
Keyword Research Tuesday, November 30th | 2:00 PM (GMT), 9:00 AM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the SEO (EMEA) HUG led by HubSpot partner Whitehat is excited to hos read more
AJohnson8 on November 02, 2021
Powerhouse Dashboards and Reporting Tips with Jorie Munroe! Tuesday, November 16th | 12:00 PM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Cincinnati HUG led by HubSpot partn read more
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