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MarshallAMS
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Member since ‎May 21, 2021
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MarshallAMS on July 11, 2022
Paid Ads spend turned into deals
On the built-in HubSpot report under the Ads tab, Google Paid Ads display our total ad spend and provides info on the Total Spend, Impressions, Clicks / Cost per, Contacts / Cost per, and Deals won. Is there a way to use the attribution to show read more
Reply Discussion Professional
0 upvote
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MarshallAMS
Participant
July 11, 2022
Hi Olivia, we have that same report from HubSpot, but it only shows the total of deals Won. We were hoping to display all deals created; won, lost, o...read more
MarshallAMS on July 11, 2022
Paid Ads spend turned into deals
On the built-in HubSpot report under the Ads tab, Google Paid Ads display our total ad spend and provides info on the Total Spend, Impressions, Clicks / Cost per, Contacts / Cost per, and Deals won. Is there a way to use the attribution to show read more
Reply Discussion Professional
0 upvote
2 Replies
MarshallAMS
Participant
July 11, 2022
Hi Olivia, we have that same report from HubSpot, but it only shows the total of deals Won. We were hoping to display all deals created; won, lost, o...read more
MarshallAMS on January 28, 2022
Waterfall forecasting report
Hi, We have a current forecasting report that is autogenerated by HubSpot but I was curious if I could make a custom "waterfall" forecast report to show our trends throughout the year. Attached is an excel sheet of what I would want it to read more
Reply Discussion Professional
1 upvote
1 Reply
Solved
MarshallAMS on June 22, 2021
Target Accounts Report
Hello- We recently activated the Target Accounts feature for Sales and Marketing Pro. My team wants a report on our dashboard that displays 'touches' (sales activities) for each. Is there a better way to report on this than just going to the 'Ta read more
Reply Discussion Professional
1 upvote
1 Reply
Solved
MarshallAMS on June 10, 2021
FTA Report (first time appointments/discovery calls)
Hello, I am trying to create a report to track FTA's (first-time appointments/discovery calls). Our website has a meeting calendar link for booking an application review and we sometimes book them from outbound efforts. Is there a way to report read more
Reply Discussion Professional
1 upvote
2 Replies
MarshallAMS
Participant
June 10, 2021
Thanks again Karsten!
Solved
MarshallAMS on June 10, 2021
FTA Report (first time appointments/discovery calls)
Hello, I am trying to create a report to track FTA's (first-time appointments/discovery calls). Our website has a meeting calendar link for booking an application review and we sometimes book them from outbound efforts. Is there a way to report read more
Reply Discussion Professional
1 upvote
2 Replies
MarshallAMS
Participant
June 10, 2021
Thanks again Karsten!
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