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Paul_bickley1
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Member since ‎Sep 7, 2021
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Paul_bickley1 on November 11, 2021
Report needed: Deals stuck in pipeline stage longer than x days
Hi, I'm building a "Clean your room" dashboard. This is to enable my AE's to see what's untidy in their pipeline it also gives the team a better way to self manage their workflow. I want to create a report that displays any deals which are stu read more
Reply Discussion Enterprise
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Paul_bickley1
Participant
November 10, 2021
Reply to Filter using relative date values ("TODAY" etc.)
Please, I need to surface data that "is not" "period of time" or "date range"
Paul_bickley1
Participant
November 08, 2021
Reply to Win Rate reporting
yeah, guess that's their bandaid for now. Seems such a simple metric to calculate given it's all there.
Paul_bickley1
Participant
November 08, 2021
Reply to Win Rate reporting
Thanks, Bryan Can you link me in a reply, the report that gives you a % displaying the win rate by itself? I can seem to find this anywhere in HubS...read more
Paul_bickley1
Participant
October 06, 2021
Reply to Overdue Tasks --- Adding Filter "By Due Date"
A vital function that we need to surface to each rep in our team. It enables them to understands what's on their plate and what they've missed. Sales...read more
Paul_bickley1
Participant
September 15, 2021
Reply to Win Rate reporting
Again, there is no functionality in HubSpot that allows you to display a report which gives the % of win rate or conversation rate etc. Simply done S...read more
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