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Thassia Vaz

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TVaz on May 08, 2025

Meeting outcome

Hi everyone! I'm currently trying to track meeting outcomes through reports, but I'm running into some issues. The main challenge is that outcomes are not being manually assigned by the team. Some meetings aren’t marked as completed (which I had as read more

Reply Discussion Professional

0 upvote

2 Replies

TVaz

Participant

April 14, 2025

Reply to Deal stage goal

Thank you, Josh. For some reason, I’m not able to apply any filters—this is all I can see: Could it be because I'm on the Professional subscription? ...read more

Solved

TVaz on April 14, 2025

Deal stage goal

Hi everyone! At my company, we use funnel goals , which means we set specific deal goals for each stage of our sales pipeline. However, when I'm using the Goal report , I can only create goals by pipeline , not by individual stages . H read more

Reply Discussion Professional

0 upvote

5 Replies

Solved

TVaz on March 20, 2025

Customising Goals in HubSpot Reports

Hey everyone! We’re still struggling to effectively compare our reports against our specific goals in HubSpot. The default reports only allow us to set revenue targets based on total amounts, but we have other key financial metrics we need to tr read more

Reply Discussion Professional Reports

1 upvote

2 Replies

TVaz

Participant

March 18, 2025

Reply to Help differentiating meeting types in HubSpot

Thank you so much! That's exacly what I need!

TVaz

Participant

March 17, 2025

Reply to Help differentiating meeting types in HubSpot

Hi Karsten, Thank you for your prompt reply. First, we need to track and report the number of intro meetings, demo meetings, and follow-up meetin...read more

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