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Solved
RHendricks on April 19, 2024
Hey community, We are in the process of re-evaluating how we measure our customer journey metrics and are mapping to a bowtie data model (by winning by design), using hubspot 🔁 I've spent the last week frying my brain on the merits of hav read more
1 upvote
1 Reply
Accepted Solution
Thought Leader | Platinum Partner
April 19, 2024 07:50
Hey @RHendricks this is a very good question. In my experience using the bowtie model doesn’t meen having to use 1 only tool for the whole pro...read more
Solved
CBowler on March 25, 2024
Hello, I would like to add a report to my sales team dashboard that shows a month-to-date percentage based on the closed won deal amount vs. their monthly quota. It needs to be a month-to-date percentage based on the number of working days per read more
0 upvote
3 Replies
Accepted Solution
Top Contributor
March 26, 2024 10:17
Hi @BérangèreL , thank you for the mention. I've never used the quota or goals features at my current role, so am not 100% sure on how I'd appro...read more
TShemesh8 on March 15, 2024
Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain pr read more
0 upvote
3 Replies
Member
March 19, 2024 09:14
Hi Tom, This sounds like something Dear Lucy could solve for you. You can leverage ie. line items for booked MRR and ie. any standard of custo...read more
WWiant12 on March 07, 2024
HI Hubspot Community! We are trying to recreate a report that we had in Salesforce for our CEO and with the help of support we were able to create it. That's the good news. Our struggles are around 2 things: 1. How do we get rid of the screen to th read more
0 upvote
2 Replies
Hall of Famer | Partner
March 08, 2024 00:21
Hi @WWiant12 , The moment you save a report to a dashboard (a collection of reports), you'll only see the report, not the filters. What you're...read more
Solved
NJThomps on February 07, 2024
Hi there, We have recently been wanting to make a report where it lists the total amount of times we have had a face to face meeting with a contact that has a certain jobtitle. I am struggling to create a report that does this however, as while I h read more
1 upvote
3 Replies
Accepted Solution
Guide | Elite Partner
February 08, 2024 15:28
@NJThomps - If you have access to custom reports this should be simple enough: - Create a custom report with contacts and activities as the data s...read more
JRippinen8 on February 05, 2024
Hi there! I could really use some assistance if someone has encountered a similar situation: Is there a way to report the number of sales activities (calls and meetings) that have taken place in a deal after a quote has been sent? I´m tryi read more
0 upvote
1 Reply
Community Manager
February 05, 2024 17:01
Hey @JRippinen8 , Happy Monday! With HubSpot's custom report builder , you can analyze multiple data sources across HubSpot. The diff...read more
VabEgg on November 06, 2023
Hi, we need to show our deal amount linear ditributed over the project running time. I have project start date and end date. Ans ideas how to show it in a report or create a field? Thank you!
0 upvote
1 Reply
Community Manager
November 07, 2023 03:17
Hi @VabEgg , I hope that you are well! It's great to see you here 🙂 I'd like to share this article " Understand attribution reporting " and thi...read more
FlorianV on October 26, 2023
Hey Guys Hubspot got 2 properties that seems to do quite the same thing, which is providing the date where a contact get to a specific lifecycle stage : Date entered [lifecycle stage] (The date and time when the contact entered the[life read more
1 upvote
2 Replies
Participant | Elite Partner
March 25, 2024 14:43
@FlorianV , The difference is how these properties are handled if you move a contact's lifecycle stage backwards. If you manually set ...read more
Solved
Jordy_Beyond on October 05, 2023
Most beloved Hubspot community, I have a report that shows created contacts (leads) over time (p/month). Within this report I want to create a filter that makes it possible to show only one contact per company. In other words, it should only count read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 05, 2023 05:38
Hi @Jordy_Beyond , Similar to what I described here, you need to find a way to label / flag contacts that are the oldest / primary contact: h...read more
JLetellier on August 16, 2023
Hello HubSpot Community, I am trying to find a solution for a reporting issue for which I have hit a dead end. Here is an example of what I am trying to achieve : All my properties are in contacts. One property determines if you are an experie read more
1 upvote
3 Replies
Key Advisor | Diamond Partner
August 18, 2023 09:16
Hello @JLetellier , The employees assigned will be a list and one employee can be assigned to multiple records, right? If so is the case, then...read more
Solved
Juliaaa on July 25, 2023
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more
5 upvotes
7 Replies
Accepted Solution
Key Advisor | Partner
July 25, 2023 09:49
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...read more
Solved
rodericks on July 06, 2023
For my dashboard i'm trying to show the total amounts of a certain product sold. This seems quite easy, however, every article code exists out of more than 1 product. Let me clarify: Article code: 101 = box of 1 unit sold Article code 106 = box o read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Diamond Partner
July 07, 2023 12:53
@rodericks - I think what you are asking is pretty straightforward regarding reports. I created this video that might help answer your question. ...read more
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