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yellis
HubSpot Employee
HubSpot Employee
Member since ‎Oct 23, 2017
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Nathanael Yellis

I'm a native Mainer, current Bay Stater, and enjoy winter sports.

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nkadaba on February 12, 2024
Single Point Attribution -- Visualize your Progress!
Sales and Marketing teams yearn to see how their work contributes to attaining team metrics or organizational goals. For Marketing, this may mean qualifying a certain number of leads for Sales. For Sales, it may likely be how many deals are closed read more
Reply Discussion best practices Enterprise Professional Reports
7 upvotes
1 Reply
yellis
HubSpot Employee
February 16, 2024
Very solid advice here, Nakul! (He's a legend .) It's pretty easy to see how your HubSpot account is doing with this kind of property-based re...read more
MasterElecTampa on July 30, 2020
Custom *Cross Object Reports* using the team filter of "My Team"
I've recently been trying to find ways to build custom reports and attach those custom reports to Dashboards based on a user roles. IE Sales Managers see the same reports across the entire organization. While trying to run a cross object report read more
Reply Idea Sales Reporting
4 upvotes
2 Replies
yellis
HubSpot Employee
December 07, 2021
Hi friends, I noticed that this one hadn't been replied to, and it has been solved in the new report builder, so I thought I'd reply. You can n...read more
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