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JSevern
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Member since ‎Sep 7, 2022
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Jasper Severn

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H-Hall on September 06, 2022
Hi Everyone, We have a Sales dash that tracks swimline rev, against goal but we're looking to add a summary page at the top. Does anyone know how to use a KPI report to show the MTD Revenue Closed Vs MTD Goal and the % variance up/down?
0 upvote
2 Replies
Member
September 22, 2022
Hi @H-Hall , have you checked out Kluster? It sounds like it'd solve this for you - https://app.hubspot.com/ecosystem/5165615/marketplace/apps/sal...read more
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NickDAVIES4 on September 08, 2022
Hi, I'm struggling to report on conversion rates between pipeline stages by sales rep. For example, I'd like to know by rep: 1. What % of their enquiries are converted to demos 2. What % of their demos convert to closed won deals Any sugge read more
0 upvote
4 Replies
Member
September 22, 2022
Nick, have you checked out Kluster? This is exactly the sort of thing they help you report on and solve - https://app.hubspot.com/ecosystem/5165615/...read more
niculeica on September 09, 2022
Hello, It seems that Historical snapshots by manual forecast category out of Analytics Tools does not capture the data correctly. In my case, when trying to display pipeline's value this quarter, per forecast category, it seems that time-wise it read more
Member
September 22, 2022
Hi, it sounds like Kluster can help you here - have you checked them out? https://app.hubspot.com/ecosystem/5165615/marketplace/apps/sales/crm/klust...read more
Solved
dblhelx on September 15, 2022
Hi everyone, I am super interested in harvesting some guidance on data collection. For my organization we created a custom pipeline comprised of multiple stages. When we move a deal from one stage to another it gets a time stamp. I'd like to read more
0 upvote
5 Replies
Member
September 22, 2022
Hello @dblhelx , have you checked out Kluster? They have some really great analytics, including stage tenancy reporting and insights based off o...read more
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Lisa7 on September 19, 2022
Hello, I would like to track the number of calls before reaching a contact. Is it possible to add the information ?
1 upvote
2 Replies
Member
September 22, 2022
Hi Lisa, have you checked out Kluster? Their top of funnel reporting can probably help you out here 🙂 - https://ecosystem.hubspot.com/marketplace...read more
Solved
ONightingale on September 22, 2022
A sales colleague of mine asked if it's possible to set up a sales report dashboard showing only activity for q4 - qualified leads, nurturing leads, proposal sent, contracting, closed won and closed lost. would it be also possible to set up one for read more
0 upvote
3 Replies
Member
September 22, 2022
Have you checked out Kluster? That's probably your easiest bet here 🙂 - https://ecosystem.hubspot.com/marketplace/apps/sales/crm/kluster-184306 ...read more
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