Getting Started

Common Tasks

Identify prospect accounts at risk of becoming unqualified

The best way to do this is to start with our Account Health report. Go to Add-ons > Demand Sage > View Report Library. You will see a list of reports on the left side of the library. Select Account Health and click on GET. The report will be instantaneously copied to your Sheet. 

This report will allow you to search and select any accounts that you have in Hubspot and understand what their current health score is. We leverage different health scores that are offered out-of-the-box in Hubspot. Select any of them on the first column and use the subsequent columns to select which metrics you want to look at to understand why low-scoring accounts might be at risk.

Having Issues?

The common problems we see are:

  • Users who are logged into multiple accounts (such as work and personal) may accidentally install the add-on to one account and then open Google Sheets on another
  • Some reports won't work if the authorized HubSpot account does not have access to the underlying data

Other questions? Happy to help!

Contact Support