Profile

sk0827
Participant
Member since ‎Jun 29, 2020
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    1
  • Upvotes Received
    2
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Samantha Kates

This user hasn't created a bio yet. Edit your own profile here!

Activity

sk0827 on October 05, 2021
We have this scenerio pretty often. A customer is an open deal and then decides not to move ahead so we mark it closed/lost. A few weeks/months later they resurface and want to revisit or even just move forward. Id like to reopen the old deal s read more
0 upvote
2 Replies
Solved
dwightbailey on January 23, 2021
I want to create a report that shows me total number of sales activities within a set time period and total quantity of deals won in that same period (so I can analyse how many sales activities are required on average per deal won). I can then set n read more
1 upvote
3 Replies
Participant
September 13, 2021
Just wondering how to do that custom report if we are on professional?
LizCoralli on May 13, 2021
Calling out to all our workflow lovers - what is your favourite workflow you've created that has really helped the way you work? We'll start - reminders to update deals when the close date is in the past but the deal is still open. SO help read more
6 upvotes
13 Replies
Participant
July 07, 2021
I am intrigued by this because I spend so much time doing data clean up on behalf of my team. Could you give or show an example so I make sure I und...read more
jane2 on May 31, 2019
There's currently no way to create dashboard reports for looking at the average sales cycle length. 'Time to close' doesn't do it, because that uses all close dates, not just dates for sales that have actually closed. The nearest you can get read more
41 upvotes
14 Replies
Participant
April 30, 2021
Hi @DylanWickliffe this is amazing and so helpful! I am finding that the days to close average isnt calculating right, its showing 5.3 days when o...read more
ScottH on June 12, 2017
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Participant
August 06, 2020
I think I created a bit of a hack tonight and it sort of works if anyone else finds this useful! Some background: We use Lifecycle stages AND le...read more
ScottH on June 12, 2017
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Participant
August 06, 2020
I think I created a bit of a hack tonight and it sort of works if anyone else finds this useful! Some background: We use Lifecycle stages AND le...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.