Chris_Hamoen

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Chris Hamoen

Growth, Revenue, Revenue Operations. Worked for multiple startups pre-seed to Series B. Implemented Hubspot many times!

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AMcCormack on Abril 30, 2021

A very basic pipeline growth report over time

I would like to be able to see the evolution of a pipeline over time. Is it growing? Stagnating? Reducing? A simple indication in % compared to last week, month or quarter is very useful.

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Chris_Hamoen

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Agosto 17, 2023

The typical way to get this is by setting up a data warehouse and building your reports in SQL. HubSpot does have a snapshot report as well that can ...Leia mais

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DStoenescu on Fevereiro 28, 2023

Month-over-month pipeline growth

Hi, I would like to build a report for my sales pipeline. I am interested in having a graph that shows me month-over-month growth (%) in deals that entered a specific stage. I was able to create a graph showing me the cumulative numbers of the Leia mais

Responder Discussão Professional

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Chris_Hamoen

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Agosto 17, 2023

Is it important to know what changed specifically, or just the % change?

OBeagley on Março 06, 2023

Total pipeline by month

Hello. How can I make a report that shows the total pipeline by month just for our sales pipeline?

Responder Discussão Reports

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Chris_Hamoen

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Agosto 17, 2023

Great question - as mentioned by another, Historical snapshots does get you part of the way there. A gap though is to see what changed between each m...Leia mais

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RGroom on Janeiro 11, 2023

Showing pipeline progress

Hey, I'm trying to create a report showing pipeline difference today vs previous months, however, the default is to sort by 'create date'. Since some opportunities take longer to come to fruition, this isn't an appropriate way to segregate them. I Leia mais

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Chris_Hamoen

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Agosto 09, 2023

The historical snapshots is super cool, but what it does miss is "what changed". You can get this by exporting to excel then running some macros/look...Leia mais

Hcoutinhomason6 on Janeiro 05, 2023

Using ChatGPT to interrogate your CRM data

Hello Hubspot community! I was wondering if there are any plans to allow users to use ChatGPT to interrogate their CRM data. It would be really helpful to be able to ask ChatGPT questions about our customer data, such as: "What is the a Leia mais

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13 Respostas

Chris_Hamoen

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Maio 04, 2023

Hi Kristen, Thank you! I've implemented Hubspot at many different startups as well as non-profits. The pace of innovation is amazing to watch compare...Leia mais

Hcoutinhomason6 on Janeiro 05, 2023

Using ChatGPT to interrogate your CRM data

Responder Discussão

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Chris_Hamoen

Membro

Maio 04, 2023

Hi Kristen, Thank you! I've implemented Hubspot at many different startups as well as non-profits. The pace of innovation is amazing to watch compare...Leia mais

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