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elizsmith
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Member since ‎Feb 5, 2020
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elizsmith on May 09, 2023
Reporting on Evangelist Stage
We use HubSpot's reporting tools to keep track of all new and qualified leads and customers / repeat customers (evangelists). However, we noticed a discrepancy within our data -- once a contact moved from the 'customer' to the 'evangelist' life cycl read more
Reply Discussion Contacts Reports
0 upvote
4 Replies
elizsmith
Contributor
May 09, 2023
Thank you, Karsten, I will post on the idea forum
elizsmith on May 09, 2023
Add Evangelists to Traffic Analytics Report
We use HubSpot's default Traffic Analytics report (Reports > Analytics Tools > Traffic Analytics) every week to track our traffic, leads, and conversion rates. We noticed a discrepancy in the number of customers due to the fact that we al read more
Reply Idea Analytics Tools Contacts & Companies Dashboards & Reports Marketing Reporting
0 upvote
0 Reply
Solved
elizsmith on May 09, 2023
Reporting on Evangelist Stage
We use HubSpot's reporting tools to keep track of all new and qualified leads and customers / repeat customers (evangelists). However, we noticed a discrepancy within our data -- once a contact moved from the 'customer' to the 'evangelist' life cycl read more
Reply Discussion Contacts Reports
0 upvote
4 Replies
elizsmith
Contributor
May 09, 2023
Thank you, Karsten, I will post on the idea forum
Solved
elizsmith on May 09, 2023
Reporting on Evangelist Stage
We use HubSpot's reporting tools to keep track of all new and qualified leads and customers / repeat customers (evangelists). However, we noticed a discrepancy within our data -- once a contact moved from the 'customer' to the 'evangelist' life cycl read more
Reply Discussion Contacts Reports
0 upvote
4 Replies
elizsmith
Contributor
May 09, 2023
Thank you, Karsten, I will post on the idea forum
agi_sob on September 15, 2020
Goals in deal based workflows?
Hi, I was wondering if the possibility to set goals in deals based workflows is coming any time soon. I am using deals to track if my users get stuck in any of the onboarding stage, and I am triggering some conversational bumpers based on that. read more
Reply Discussion Workflows
14 upvotes
4 Replies
elizsmith
Contributor
March 29, 2023
I'm surprised this isn't implemented already when we can set goals for contact-based workflows! This is really needed in order for us to properly str...read more
Solved
tim1468 on August 29, 2018
export reporting to excel?
Hello They are now a possibility to export reporting too excel?
Reply Discussion
1 upvote
12 Replies
elizsmith
Contributor
March 20, 2023
Hi Pam, when you say " there are a few reports where the option to export won't be available" can you elaborate? Is there a certain report type that ...read more
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