Our team is very interested in focusing on Personalization in Sequences this quarter, as we start to look at outbound prospecting. Our sequences have a section with a placeholder, in which the team should be adding personalization. Can I report on read more

Hi guys, I have a report to do. A Deal owner is linked to a deal, and a seperate custom field was added, second sales person (this is used as some deals are linked to the corporate sales team and they get part of the commutions) Sometimes Sales read more

Hi all, I'm trying to report on recurring revenue with a "billing start date" and "billing frequency" that should be the end of the billing date. I did manage to create a report for this, but the issue is that even though I set the billing f read more

Is there any way to look-up or find where a particular SKU / Product has been quoted out in past?

Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w read more

Hello community, I would like to create a sales target report based on a metric but not revenue. We're using sales hub starter but what could be the best practice to create a report that salespeople follow.

Hi, I'm just wondering if anyone else has any better ideas for this. My client has one section of their business that is for Sponsorship Sales, and they'll be creating each sponsorship package as a product/line item in HubSpot. They have a set read more

I work with a private school that has 5 campuses and 5 admissions directors. I'm planning on using the "Create scheduling page" option to create a meeting (campus tour) sign up for that integrates with each admissions director's calendar. I'm trying read more

Calling all reporting fans - we're so excited to launch our new reporting training in the coming months! We will cover all the reporting options in the new HubSpot report builder. To get us in the mood - let us know what report is most val read more

Hello! I'm wondering if opening a document counts towards a click rate. To me, since you have to click the link it should be a click rate. We are seeing that documents are being opened, but the click rate does not go up. For example: We had 13 read more

Hi! Do you have any idea how to implement this instruction with a multicurrency setup? My business has a subscription model in 4 currencies. We use Stripe to capture payments and send Stripe values to HubSpot. This helps to segment contacts read more