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Input Form:Deal with this potential dealer,buyer,seller,supplier,manufacturer,exporter,importer
(Any information to deal,buy, sell, quote for products or service)
Custom reports based on historical snapshots - HubSpot The current Analytics tool > Sales Analytics has some custom reports under forecasts and pipelines (Ex: Historical snapshots, Deal Funnel) that provide historical data based on a specific point in time
HOW TO CUSTOMIZE YOUR SNAPSHOT REPORTS - HubSpot This guide will teach you how to tailor your Snapshot report so that you only see the things you need to see, learn how to change labels, add transaction analysis and save configurations for the future
How to Understand HubSpot Object Property Snapshots for Events in Reports? HubSpot object property snapshots solve this problem by preserving historical context This guide walks through what snapshots are, how they work, and how they improve reporting across marketing, sales, service, and RevOps teams
Snapshot Reporting in Hubspot – Creative use of Custom Events We had a client come to us recently who needed to be able to generate a report with weekly point-in-time snapshots of data of the “status” field on the company object, and wanted to be able to do it directly in Hubspot without any third party tools
Solved: HubSpot Community - Snapshot of data in time - HubSpot Community I am working with a membership based company who uses Hubspot to manage their data I am trying to create a report that will show how many companies had a certain value in a custom field in a certain snapshot in time (ex: Q1 2022, we had 11 companies that had Core member status)
9 Most Helpful Custom Reports in HubSpot - Databox Default reports in HubSpot can help you with surface-level activities for business reporting A HubSpot custom report, however, enables you to dive into the details For instance, with a custom report, you can further analyze the data at hand or review it in-depth, compare activities, and more
Solved: HubSpot Community - Historic Snapshot for Deals. - HubSpot . . . Try creating a custom report in HubSpot focused on Deals, including specific properties such as Close Date (for monthly filtering), Pipeline (for segmentation), and Deal Stage (to capture all stages, including Closed Won)
HOW TO CREATE A SNAPSHOT REPORT ON A SALESPERSON - HubSpot This guide will show Power User's how to view a report on a sales person, which shows sales made to their customer base, product groups and products sold, along with information on any gaps in sales and sales variance