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arcbright
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Member since ‎Oct 10, 2018
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Solved
007Dan on August 16, 2019
Historical Pipeline Reporting
Can you report on previous months pipeline? I am looking to show pipeline trends.
Reply Discussion Sales Content Analytics
6 upvotes
6 Replies
danielruby
Participant
October 09, 2020 06:43
We just put out a report that does this at Demand Sage - syncs your HS data to a Google Sheet and then we have a library of pre-baked reports, includ...read more
Solved
ShireenSc on March 30, 2017
Report of dates and times spent in deal stage
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S read more
Reply Discussion
34 upvotes
41 Replies
PDuque
Participant
June 23, 2021 14:17
I suggest using GoTellMe Calendar Toolkit https://gotellme.com/which-functions-does-calendar-toolkit-have https://hubspot.gotellme.com/CalendarTo...read more
vickyjiang on June 12, 2017
Creating a form submission report/dashboard
I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only read more
Reply Idea Forms Reporting Reports
205 upvotes
74 Replies
SebKoppjes
Participant | Partner
December 22, 2021 12:33
Its crazy to me that i can not just create a table overview of submissions per form on a dashboard. It is there in the form analytics but when i exp...read more
vickyjiang on June 12, 2017
Creating a form submission report/dashboard
I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only read more
Reply Idea Forms Reporting Reports
205 upvotes
74 Replies
SebKoppjes
Participant | Partner
December 22, 2021 12:33
Its crazy to me that i can not just create a table overview of submissions per form on a dashboard. It is there in the form analytics but when i exp...read more
Solved
Emeryray02 on March 19, 2017
Check it out: How to send Hubspot lists as an email report
We are Hubspot Enterprise users, and always needed a way to send the contents of a Hubspot list to various team members for different reasons, like: - Daily Lead List by Region (Inside Sales) - Weekly Report of inactive contacts in the sales fun read more
Reply Discussion
3 upvotes
14 Replies
arcbright
Member
November 12, 2019 06:54
This is now available at beta.methoddata.com You can see a video of it here: https://youtu.be/_YgTYnDVrdc
Solved
Emeryray02 on March 19, 2017
Check it out: How to send Hubspot lists as an email report
We are Hubspot Enterprise users, and always needed a way to send the contents of a Hubspot list to various team members for different reasons, like: - Daily Lead List by Region (Inside Sales) - Weekly Report of inactive contacts in the sales fun read more
Reply Discussion
3 upvotes
14 Replies
arcbright
Member
November 12, 2019 06:54
This is now available at beta.methoddata.com You can see a video of it here: https://youtu.be/_YgTYnDVrdc
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