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HealthcareUser
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Member since ‎Jan 13, 2017
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HealthcareUser on February 25, 2017
Dashboard view of pipelines
Hi HubSpot Community, I have a question about the Dashboard tab. When viewing the dashboard, it seems like it allows you to see all pipelines as once or to just select a single pipeline to view. Is there anyway pick 2 pipelines or 3 pipelines to read more
Reply Discussion Dashboards
1 upvote
2 Replies
Solved
HealthcareUser on January 31, 2017
Export pipeline data to Excel for reporting
Hi Hubspot Community, I'm interested in exporting the pipeline sales and quota data form HubSpot into Excel so that I can make my own reporting graphs and figures. Any idea how to do that? Thanks a lot! Sam
Reply Discussion Dashboards Deals
14 upvotes
12 Replies
HealthcareUser
Participant
February 25, 2017
May, Thanks for your response. Will be looking forward to when the team makes this available!
Solved
HealthcareUser on January 31, 2017
Export pipeline data to Excel for reporting
Hi Hubspot Community, I'm interested in exporting the pipeline sales and quota data form HubSpot into Excel so that I can make my own reporting graphs and figures. Any idea how to do that? Thanks a lot! Sam
Reply Discussion Dashboards Deals
14 upvotes
12 Replies
HealthcareUser
Participant
February 25, 2017
May, Thanks for your response. Will be looking forward to when the team makes this available!
Solved
HealthcareUser on January 13, 2017
Set company goals (quotas)
On the dashboard page, you can currently set quotas for individual team members. Is there any way to set a quota for the entire team/organization to work towards? Thanks for the guidance!
Reply Discussion CRM Deals
4 upvotes
7 Replies
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