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I'm the COO at Rekener. We help companies run better data-driven sales organizations. Sales Rep Scorecards integrates with HubSpot CRM to provide advanced reporting, and rep level visibility of all your sales data.
@JaniceGib You should check out our app, Sales Rep Scorecards for HubSpot . It's designed to do exactly what you're describing -- report on ...read more
Hi,
I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter.
However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
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
I suggest using GoTellMe Calendar Toolkit https://gotellme.com/which-functions-does-calendar-toolkit-have https://hubspot.gotellme.com/CalendarTo...read more
I am just getting my organization started on Hubspot. We have created 26 deals. 12 are "Closed Won" and 1 is "Closed Lost". However, the Deal Stage Funnel shows 1 "Closed Won" and 0 "Closed Lost". I have no filters on the report. The only read more
This is not answering the issue. We just started using Hubspot and we see the same issue. Example: one sales person has 5 deals that have all moved...read more