topic Re: Reporting in Dashboards & Reporting

Reporting

ONightingale — Thu, 22 Sep 2022 14:43:22 GMT

A sales colleague of mine asked if it's possible to set up a sales report dashboard showing only activity for q4 - qualified leads, nurturing leads, proposal sent, contracting, closed won and closed lost. would it be also possible to set up one for Q1 (2023) activity?

I'm pretty certain it is but would appreciate a 2nd opinion

Re: Reporting

JSevern — Thu, 22 Sep 2022 15:17:00 GMT

Have you checked out Kluster? That's probably your easiest bet here 🙂 - https://ecosystem.hubspot.com/marketplace/apps/sales/crm/kluster-184306

Re: Reporting

karstenkoehler — Fri, 23 Sep 2022 04:56:32 GMT

Hi @ONightingale,

Yes, generally reports and dashboards can be filtered by the dates used in those reports. For example, at the top of a default Sales dashboard in HubSpot, you can click Filter dashboard and select a Date range. With maybe a few exceptions (none of which come to mind), you should be able to filter all of your reports like that.

And generally yes, if you create reports from scratch, you have full flexibility over the date ranges for deals and activities.

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

Re: Reporting

sam-c-jacobsen — Wed, 28 Feb 2024 20:23:36 GMT

@ONightingale how are you reporting on proposals sent? I haven't found a way to report on just that object.