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LStrabelli
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Mitglied seit ‎Dez 17, 2021
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LStrabelli on Mai 18, 2023
Customer Retention Report
Hi everyone, Is it possible to build a customer retention report in HS? or to build properties that would make that possible? For context: once I get the rate of retention I would then breakdown a few different reports by source and list of contacts Beitrag ansehen
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LStrabelli
Mitwirkender/Mitwirkende
Mai 22, 2023
Thank you Ben, I'm still looking for a workaround to the lack of "calculation reports".
LStrabelli on Mai 18, 2023
Customer Retention Report
Hi everyone, Is it possible to build a customer retention report in HS? or to build properties that would make that possible? For context: once I get the rate of retention I would then breakdown a few different reports by source and list of contacts Beitrag ansehen
Antworten Diskussion Reports
0 Likes
2 Antworten
LStrabelli
Mitwirkender/Mitwirkende
Mai 22, 2023
Thank you Ben, I'm still looking for a workaround to the lack of "calculation reports".
LStrabelli on März 24, 2023
Marketing email performance Report
Hello, We are trying to come up with a performance report or dashboard (in case we need for different regions) for our marketing emails that are driving the free trial (conversion or attribution?), as per specs below. Ideas on what would be th Beitrag ansehen
Antworten Diskussion Reports
0 Likes
2 Antworten
LStrabelli
Mitwirkender/Mitwirkende
April 03, 2023
hi Ben, Thanks for replying it 🙂 I was actually looking for ideas on which reports to use, I'm aware I can do this in Hubspot, but I was stuck wit...Beitrag ansehen
LStrabelli on März 24, 2023
Marketing email performance Report
Hello, We are trying to come up with a performance report or dashboard (in case we need for different regions) for our marketing emails that are driving the free trial (conversion or attribution?), as per specs below. Ideas on what would be th Beitrag ansehen
Antworten Diskussion Reports
0 Likes
2 Antworten
LStrabelli
Mitwirkender/Mitwirkende
April 03, 2023
hi Ben, Thanks for replying it 🙂 I was actually looking for ideas on which reports to use, I'm aware I can do this in Hubspot, but I was stuck wit...Beitrag ansehen
Gelöst
LStrabelli on Januar 12, 2023
Help with Custom Report on Conversion (Won and Lost)
Hello! I'm trying to build a conversion report from SQL to Lost, however our Funnels reports don't allow me to further customise (breakdown ICP, Internal Region, multiple pipelines or plan etc). Is there a way of "custom build" a conversion report l Beitrag ansehen
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1 Antwort
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LStrabelli on September 13, 2022
Report on total or average activities per closed won deals
Hi there! I'm looking to build a report on total or average of activites that it takes to closed won deals. I'm thinking on the x - axis the number of monthly closed won deals and on the y - axis the total or average of sales activities. I would the Beitrag ansehen
Antworten Diskussion Reports
2 Likes
5 Antworten
LStrabelli
Mitwirkender/Mitwirkende
September 15, 2022
Thanks a lot Chriso! Yes, that will work! and I can do other reports filtering by other deal stages to know how many activities a deal had until "tha...Beitrag ansehen
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