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arcbright
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Member since ‎Oct 10, 2018
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007Dan on August 16, 2019
Historical Pipeline Reporting
Can you report on previous months pipeline? I am looking to show pipeline trends.
Reply Discussion Sales Content Analytics
7 upvotes
6 Replies
arcbright
Member
April 09, 2020
There is a free tool at methoddata.com that has a historical pipeline report based on your Hubspot data.
Solved
ShireenSc on March 31, 2017
Report of dates and times spent in deal stage
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S read more
Reply Discussion
36 upvotes
42 Replies
arcbright
Member
March 23, 2020
One of the free add on tools from Methoddata.com has a pipeline velocity feature. There some other good add ons as well. I think everything is free...read more
vickyjiang on June 12, 2017
Creating a form submission report/dashboard
I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only read more
Reply Idea Forms Reporting Reports
253 upvotes
82 Replies
arcbright
Member
December 04, 2019
I really do recommend checking out this list report tool: beta.methoddata.com
vickyjiang on June 12, 2017
Creating a form submission report/dashboard
I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only read more
Reply Idea Forms Reporting Reports
253 upvotes
82 Replies
arcbright
Member
December 04, 2019
I really do recommend checking out this list report tool: beta.methoddata.com
Solved
Emeryray02 on March 19, 2017
Check it out: How to send Hubspot lists as an email report
We are Hubspot Enterprise users, and always needed a way to send the contents of a Hubspot list to various team members for different reasons, like: - Daily Lead List by Region (Inside Sales) - Weekly Report of inactive contacts in the sales fun read more
Reply Discussion
3 upvotes
14 Replies
arcbright
Member
November 12, 2019
This is now available at beta.methoddata.com You can see a video of it here: https://youtu.be/_YgTYnDVrdc
Solved
Emeryray02 on March 19, 2017
Check it out: How to send Hubspot lists as an email report
We are Hubspot Enterprise users, and always needed a way to send the contents of a Hubspot list to various team members for different reasons, like: - Daily Lead List by Region (Inside Sales) - Weekly Report of inactive contacts in the sales fun read more
Reply Discussion
3 upvotes
14 Replies
arcbright
Member
November 12, 2019
This is now available at beta.methoddata.com You can see a video of it here: https://youtu.be/_YgTYnDVrdc
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