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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
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
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rboniek on January 24, 2020
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
43 upvotes
26 Replies
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
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
43 upvotes
26 Replies
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
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rboniek on December 05, 2019
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
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