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RoselineKp
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Roseline Kapongo

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RoselineKp on October 27, 2022
Discrepancy between report and Marketing Pipeline Dashboard
Hello, I am trying to pull a report of contacts in each deal stage of my pipeline, however, I noticed that the report is not aligning with the information in my dashboard. Please let me know if there's something I'm doing wrong.
Reply Discussion Reports
0 upvote
3 Replies
RoselineKp
Member
October 27, 2022
I'm comparing it to my deal dashboard. The number of contacts being pulled in my custom report does not reflect my sales dashboard.
RoselineKp on October 27, 2022
Discrepancy between report and Marketing Pipeline Dashboard
Hello, I am trying to pull a report of contacts in each deal stage of my pipeline, however, I noticed that the report is not aligning with the information in my dashboard. Please let me know if there's something I'm doing wrong.
Reply Discussion Reports
0 upvote
3 Replies
RoselineKp
Member
October 27, 2022
I'm comparing it to my deal dashboard. The number of contacts being pulled in my custom report does not reflect my sales dashboard.
Solved
RoselineKp on October 27, 2022
Building a ratio report
I want to build a MQL report that shows the ratio of qualified to unqualified leads weekly. I saw there is a 'quota' option in the reports section but when I select it nothing happens. Please advise.
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0 upvote
1 Reply
Solved
RoselineKp on October 26, 2022
Ratio of unqualified to qualified
I'm trying to capture all of our inbound/ outbound leads in a list for october. I used the demo form submissions as a way to capture the inbound leads and I'm trying to use the 'deal stage' to capture outbound leads that were added in from sale read more
Reply Discussion
0 upvote
5 Replies
RoselineKp
Member
October 26, 2022
I guess it just took some time to populate the list. Thanks for the help!
Solved
RoselineKp on October 26, 2022
Ratio of unqualified to qualified
I'm trying to capture all of our inbound/ outbound leads in a list for october. I used the demo form submissions as a way to capture the inbound leads and I'm trying to use the 'deal stage' to capture outbound leads that were added in from sale read more
Reply Discussion
0 upvote
5 Replies
RoselineKp
Member
October 26, 2022
I guess it just took some time to populate the list. Thanks for the help!
Solved
RoselineKp on October 26, 2022
Ratio of unqualified to qualified
I'm trying to capture all of our inbound/ outbound leads in a list for october. I used the demo form submissions as a way to capture the inbound leads and I'm trying to use the 'deal stage' to capture outbound leads that were added in from sale read more
Reply Discussion
0 upvote
5 Replies
RoselineKp
Member
October 26, 2022
I guess it just took some time to populate the list. Thanks for the help!
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