Making calculations within reports or dashboards

CRM & Sales Dashboards & Reporting
1

Hi,

I’m measuring my pipeline with a ratio of total funnel/weighted pipeline.

this criteria shows me whether the pipeline that I’m managing in my company is healthy or not.

Unfortanatly , on hubspot you can’t do calculation on dashborad or report and this impacts on my visibilty and the measrument I’m showing to my board of directors and managment.

Is there a way you guys can deveolp something quick and solve it somehow?

Thanks,

Moshe

2

Hi @Moshe-Belfer,

I agree and a lot of others, too: Making calculations within reports or dashboards. I’d recommend upvoting this request.

As of now, calculations are only available in the form of formula fields within datasets, requiring Operations Hub Enterprise.

Best regards!

3

How can I do the upvoting?

The dataset that you offered is available only on operations hub which unfortanatly i don’t have license for

4

Hi @Moshe-Belfer,

You can upvote by clicking the thumbs up icon:

karstenkoehler_0-1645970268959.png
karstenkoehler_0-1645970268959.png977×529 31.8 KB

And yes, as I mentioned this is only available in Operations Hub Enterprise. (Don’t shoot the messenger.)

Best regards!

5

Thanks anyway Karsten for thw quick response.

6

@Moshe-Belfer If you need a quick solution, here are three options you might consider:

1. Use BI software to solve your problem. Business intelligence (BI) software is commonly used to address reporting shortcomings in HubSpot (and other CRM systems). This approach requires syncing your HubSpot data with a BI package like Tableau or Microsoft Power BI. The HubSpot Integration for Power BI, which is available in the HubSpot App Marketplace, simplifies this solution. There is also a Tableau connector in the App Marketplace.

2. Use Excel to do your reporting. There is a paid app in the HubSpot App Marketplace that exports the data you want to Excel -- the Excel Integration for HubSpot. Using this integration app, your HubSpot data can be set up to refresh in Excel on a regularly scheduled basis. The integration would enable you to automate your sales reporting and create the charts you need.

3. Export all of your CRM data to Excel using Ultimate Data Export for HubSpot. Ultimate Data Export is available free of charge in the HubSpot App Marketplace. With the Ultimate Data Export for HubSpot you can export the following data tables and their associations:

    • Contacts
    • Web Analytics
    • Companies
    • Deals
    • Deal History
    • Owners
    • Campaigns
    • Engagements
    • Emails
    • Products
    • Tickets
    • and more related subdata such as Pipelines and Associations.

Hope one of these options helps. The first two have free trials and the third is free to use.

7

Thanks Bayard.

I was actually looking for a solution that can be presented on one of my hubspot dashboards.

I’m trying to avoid usage of personal excels because this is one of the reasons I’ve decided to migrate all of the sales data to hubspot CRM so it will be transperent to all of relevant stakeholders.

Unfortantly , this a feature that hubspot can’t provide at the moment very upsetting :disappointed_face:

Moshe