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SMeyer0
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Member since ‎Oct 8, 2021
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    3
  • Upvotes Given
    32
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Sue Meyer

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Activity

HelenPantel on March 23, 2023
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on read more
104 upvotes
25 Replies
Participant
February 02, 2024
I am upvoting and following this immediately! We need to track QBR's, including attendees.
llegault on September 28, 2020
Recently the date picker field on a form was changed to manual entry instead of displaying a calendar. I suggest modifying this to combine the past and present. I suggest that users can pick either to display a calendar or to use the manual entry on read more
67 upvotes
15 Replies
Participant
February 02, 2024
Has this been fixed? We are struggling with it now and were told by Hubspot Help Desk that the date picker should appear correctly on a form if the ...read more
RTank7 on August 24, 2023
It would be great to report on goals in Reports and dashboards, just like any other object. My use case is to add the team Quarterly goal to my Deals report, which is a pretty common use case for most sales leaders.
13 upvotes
6 Replies
Participant
January 22, 2024
I believe @RTank7 wants, and I definitely want, the sales Goals to appear on our regular Dashboards, not another location in HubSpot (Goals). Many...read more
Solved
AJurek on March 07, 2023
Hi, I'm looking to create reports that show the percentage of unengaged contacts and engaged contacts in our marketing lists. Has anybody found a good way to do this? Cheers!
0 upvote
4 Replies
Participant
January 19, 2024
Hi - if HubSpot already calculates low engagement, can we just create a report using HubSpot's calculation? Is that a property? How is that stored ...read more
Solved
DavidBrown on January 30, 2023
I'm looking to create a KPI report showing the count of deals created, the count of deals that entered a specific stage, and the count of deals won this week compared to last week. This default report shows the visual I'm looking to create. How do read more
1 upvote
3 Replies
Participant
January 10, 2024
HI Jacob, Is there a way to show totals on a KPI card along with the individual data? Or is there another configuration I could use to achieve this...read more
DinDjarin on February 23, 2021
It's would be best if, like excel, the tables could include a row total to sum each row and the total column row. I don't see the point of only having column totals and letting the user/reader sort out the sum or having to create a second report to s read more
73 upvotes
14 Replies
Participant
January 10, 2024
I am upvoting GDeGiovanni and MSanDiego's requests above.
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