topic Regarding Audit Report Of HubSpot Account in Dashboards & Reporting

Regarding Audit Report Of HubSpot Account

alien04 — Wed, 30 Oct 2024 08:50:00 GMT

Hello,

I have an requirement where I need implement an Document/Report for tracking the contacts count and deals count dynamically. How could I implement that? can someone please help?

Re: Regarding Audit Report Of HubSpot Account

karstenkoehler — Wed, 30 Oct 2024 15:18:12 GMT

Hi @alien04,

Could you provide a bit more detail of the format / visualization you're looking for here? What's your expected output exactly?

In the free CRM, unfortunately, you're limited in terms of report creation and it won't be possible to create a custom report to visualize the amount of contacts and deals created over time ( = a bar chart with create date on the x-axis, number of records on the y-axis).

This would require a Professional or Enterprise subscription. You could then follow these steps: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

Let me know if you have any follow-up questions!

Re: Regarding Audit Report Of HubSpot Account

pranavpandhi — Wed, 08 Jan 2025 11:14:49 GMT

Hi @alien04 ,

I understand your requirement to implement a document or report for dynamically tracking contact and deal counts. This is a critical aspect of managing and optimizing your HubSpot account.

I’d like to suggest trying out a tool we’ve developed specifically for HubSpot users. Our HubSpot Audit Tool is designed to analyze your HubSpot portal, including tracking metrics like contact, company, tickets and deal counts, along with other key insights.

Best of all, the tool is currently free for a limited time. You can check it out here: https://boundary.agency/hubspot-audit/.

I’d love to hear your feedback if you give it a try. Let me know if you have any questions or need assistance setting it up!

Thank you, and happy auditing!

Best regards,

Pranav Pandhi

Developer at Boundary

pranav@boundary.agency