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Lmiller12
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Member since ‎Oct 25, 2022
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Lindsey Miller

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Lmiller12 on April 27, 2023
Running a report that shows no activity from a company viewpoint
Hi, I've been asking to create a report of contacts that have a HubSpot score over 100+, that haven't been contacted since January - I was going to use "last activity date" and "last contacted" filters to say unknown or within a time frame, but read more
Reply Discussion Reports
0 upvote
3 Replies
Lmiller12
Contributor
April 27, 2023
Ideally, a report on the company. I did play around in the custom report builder and selected, companies, contacts, and activities to pull properties...read more
Lmiller12 on April 27, 2023
Running a report that shows no activity from a company viewpoint
Hi, I've been asking to create a report of contacts that have a HubSpot score over 100+, that haven't been contacted since January - I was going to use "last activity date" and "last contacted" filters to say unknown or within a time frame, but read more
Reply Discussion Reports
0 upvote
3 Replies
Lmiller12
Contributor
April 27, 2023
Ideally, a report on the company. I did play around in the custom report builder and selected, companies, contacts, and activities to pull properties...read more
BrianSkov_WUD on July 30, 2021
Pipeline performance report (conversion rate)
We are seriously missing a very basic report in the HubSpot dashboard. We need to see the success rate of a pipeline. % conversion to WON You have all the numbers at hand for one or multiple pipelines. W = All deals in WON stages L = All read more
Reply Idea Dashboards & Reports
77 upvotes
15 Replies
Lmiller12
Contributor
March 10, 2023
I have also spoken about this report to our HubSpot rep for our company and when they told me that HubSpot couldn't calculate the conversion rate be...read more
Solved
AliceZen on February 20, 2020
Conversion rates between deal stages
Hi, I'm not sure if i'm just interpreting this wrong, but I'm having difficulty calculating the actual conversion rates between each deal stage. I.e 100 deals get created, and 70 of them move to the next stage = 70% conversion rate. 50 of read more
Reply Discussion Sales Team Productivity
18 upvotes
22 Replies
Lmiller12
Contributor
March 10, 2023
I have also spoken about this report to our HubSpot rep for our company and when they told me that HubSpot couldn't calculate the conversion rate bet...read more
Solved
RKallok on January 23, 2023
Is there a way to create reports on sales playbooks?
Hi All, We recently implemented playbooks for our sales team and I was curious if there were any stats we can gain? I would specifically like to know how often the playbook is being utilized by each memeber of the sales team. Best, Ryan
Reply Discussion Professional
2 upvotes
2 Replies
Lmiller12
Contributor
February 13, 2023
My team is also looking for a better way to report on playbooks. We would like to show usage over time, which ones perform the best mostly!
Solved
Lmiller12 on February 13, 2023
Deal funnel with all stages - can't see conversion rate between stages
Hello, We want better to understand our conversion rate within our pipelines between stages. However, the "Deal Funnel" report under sales analytics doesn't seem to pull accurate data or give us a conversion rate of % between the stages. We have tr read more
Reply Discussion Analytics Tools
0 upvote
2 Replies
Lmiller12
Contributor
February 13, 2023
Karsten - thank you for your quick response. That was my sneaking suspicion, which explains a lot. Appreciate your help! 🙂
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