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RutaS
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Member since ‎Feb 5, 2024
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Ruta Sudmantaite

Total marketing metrics nerd! Fractional CMO and Founder of Lava Metrics. Building a Marketing metrics platform that gets around CRM reporting limits!

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RutaS
Member
February 28, 2025
Reply to Need to create Deal Goal
HubSpot’s built‐in Goals are primarily designed to track closed won deals (and their revenue), so there isn’t an out‐of‐the-box way to set a goal tha...read more
RutaS
Member
February 28, 2025
Reply to Revenue added to Forecasting table
HubSpot’s native forecasting and pipeline reports use deal amounts—typically based on the closed won values—to compare against revenue goals. There i...read more
RutaS
Member
February 21, 2025
Reply to Pipleine Movement for Specifc Quarter
HubSpot doesn’t retain the “old” close date once a deal’s moved to a closed‐lost stage—by design the close date updates automatically when a deal is ...read more
RutaS
Member
February 21, 2025
Reply to Cohort
Hi HBorragini, Cohorts are a huge limitation when it comes to HubSpot reporting. We have build a simple 'Deal Created to Deal Closed' cohort graph ...read more
RutaS
Member
February 21, 2025
Reply to Importing Data to Create Historical Deals
Heya! Unfortunately, HubSpot doesn’t let you “backdate” the system’s deal stage timestamps. When a deal moves through a pipeline, HubSpot automatica...read more
RutaS
Member
February 21, 2025
Reply to Report on Goal
Hi! One approach is to use HubSpot’s custom report builder to add a calculated field. Since your goal (300) isn’t stored in a property, you can ...read more
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