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rboniek
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Member since ‎Dec 5, 2019
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Rebecca Boniek

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rboniek on October 12, 2020
Cross Reporting - Entered Deal Stage
There are so many reports I'd like to make using "Entered Stage Deal" in a cross item report. For example, a cross report between contacts and deals, but also use Entered Stage Deal. But it doesn't let me. It would make the world of difference in m read more
Reply Idea Sales Reporting
3 upvotes
0 Reply
rboniek on January 24, 2020
Close Rate Report
Hi everyone! I'm looking to create a report that shows the closing rate percentage for each sales rep. Normally it would just be a simple (deals closed/total leads) calculation, but I can't seem to find that on HubSpot. Is there a way to do thi read more
Reply Idea Sales Dashboard
39 upvotes
25 Replies
rboniek
Member
April 01, 2020
We got as close as I think it's possible. We set it up this way - see pictures below. For deal stages, just select the ones you want. Then in vi...read more
rboniek on January 24, 2020
Close Rate Report
Hi everyone! I'm looking to create a report that shows the closing rate percentage for each sales rep. Normally it would just be a simple (deals closed/total leads) calculation, but I can't seem to find that on HubSpot. Is there a way to do thi read more
Reply Idea Sales Dashboard
39 upvotes
25 Replies
rboniek
Member
April 01, 2020
We got as close as I think it's possible. We set it up this way - see pictures below. For deal stages, just select the ones you want. Then in vi...read more
Solved
rboniek on December 05, 2019
Website Traffic Reporting
Hi everyone! I'm looking to create reports that show a visualization of the website traffic. So I have our website set up with tracking (aka when people fill out the form on our website and become contacts, it tells us what pages they looked at read more
Reply Discussion Website Analytics
0 upvote
1 Reply
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