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Lanny
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Dec 6, 2019
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Lanny Heiz

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Activity

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
Lanny
Participant | Diamond Partner
May 17, 2022
Only seing this now @amandafann . Sounds like some sort of filter issue. You have to select close date not create date in the filters. Hope t...read more
Contoured3D on January 15, 2021
Report & Dashboard - Closed Deals/Win Rate Rate Percentage
My goal is to create a REPORT showing my Closed Deals/Win rate and add it to my DASHBOARD to visually show me the following: 1. The % of Closed Deals vs Proposals Sent (aka open deals/opportunities) 2. COUNT of Closed Deals vs COUNT of Proposal read more
Reply Discussion Dashboards Sales
4 upvotes
3 Replies
Lanny
Participant | Diamond Partner
July 29, 2021
Hi @Contoured3D Two (not so ideal) ways of doing this. 1. Single Object Report (deals), filter by rep (optional), filter by deal stages "C...read more
hashimoto on November 21, 2020
Deal win rate reporting by close date
Hi There, Is there a way to calculate deal win rate (closed won deals/closed won + closed lost) grouped by close date? I can do the funnel conversion but that only tells me in one static point of time.
Reply Discussion Professional
6 upvotes
3 Replies
Lanny
Participant | Diamond Partner
July 29, 2021
two (not so ideal) ways of doing this. 1. Single Object Report (deals), filter by rep (optional), filter by deal stages "Closed won" and "closed lo...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
Lanny
Participant | Diamond Partner
May 17, 2022
Only seing this now @amandafann . Sounds like some sort of filter issue. You have to select close date not create date in the filters. Hope t...read more
OliviaB on March 14, 2019
Show individual sales person goals vs their total sales in one report
I'd like to be able to see a simple goals report, showing a sales reps individual goal vs what they have sold (goal vs deal won) for date parameters we set. I'd like to be able to see this as each individual and also as a team. So if I have User 1 w read more
Reply Idea Sales Reporting
27 upvotes
10 Replies
Lanny
Participant | Diamond Partner
December 11, 2020
+1
Momentum on June 01, 2020
Use Snippets and Templates for LinkedIn Inmail Messaging
I implemented the LinkedIn app connection within Hubspot, upgraded to Navigator Teams to have the CRM integration. The main reason I will not be contuining with this integration is because there is no functionality to include snippets within the InM read more
Reply Idea Integrations
26 upvotes
5 Replies
Lanny
Participant | Diamond Partner
November 06, 2020
100% agreed. If you're looking for some sort of CRM for linkedin with automation component I suggest linkedhelper2 which works pretty well. No integr...read more
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