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SEvans73
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Member since ‎Feb 13, 2025
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SEvans73
Participant
May 02, 2025
Reply to Dashboard report that would show customers with zero sales YTD that had >0 sales the prior year
Karsten - Thank you so much - the list membership was the missing link. Now I was able to create what I wanted - now, hopefully it's good enough to ...read more
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SEvans73 on May 02, 2025
Dashboard report that would show customers with zero sales YTD that had >0 sales the prior year
Hi all! Hoping someone can help me with this - I'm trying to create a dashboard report that would show a salesperson a list of customers who have 0 sales but that had sales last year. Technically a stagnant customer report. Are there any build in read more
Reply Discussion Dashboards
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SEvans73
Participant
February 13, 2025
Reply to Custom Social Reports
Absolutely needed - come on HubSpot! Don't make me have to keep exporting data just to show my leadership team how social is performing!
SEvans73
Participant
February 13, 2025
Reply to Social Reporting Dashboard
Absolutely - the reports my stakeholders want to see and the reports Hubspot creates are NOT the same... Simple things like reporting on daily impre...read more
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