CRM

Hi all, I am trying to set and report on a Revenue Goal to show attainment towards total Closed Won Deal revenue for 2025. When I set up this goal, it makes me select contributors and these contributors have to be active users. However, some of...

This has been a very frustrating situation. We work off of users with different team build outs. I, as a Super Admin am able to see a report which pings off associations using property sync properties. Propery sync being used between Contact an...

For example, we use the native hubspot industry list, but for reporting want to report as: Professional Services (consulting, legal, accounting, staffing) Technology & Software Healthcare & Wellness Education & Training F...

I’m trying to create a calculated property on a Deal that counts how many items have been selected in a multi-select deal property. Each selected item in the multi-select represents a deliverable in our product development workflow, and I need to ca...

Hi- I am looking for an export solution. When using cumulative time in each stage, the export comes out with hours instead of days, and it is not helpful. Is there a way to export the data as it is shown in the report on the screen? ...

Hi everyone, just wanted to ask if the report I have in mind is possible to create? We want to create a report that shows the count of contacts emailed by every connected email inbox to our company's HubSpot CRM. in the screenshot below is the ...

Hi all, I’m trying to create a filter or property that shows how long it’s been since a contact was last called — but only for call activities. Right now, HubSpot’s “Last activity date” and “Last engagement date” include all types of interactio...

Hi HS community, My team and I are tyring to report on which Partners are associated to the Deals we are working with them on. I see a TON of posts related to partner<> deal associations (what B2B company does not have partners?!)...

I need help in creating these reports: i need the steps (report type,filters,fields,columns,etc) Revenue Booked (vs. Target) → total contract value signed per month/quarter Revenue Realized (Commission Earned) → actual management fee earned...

I'm usin spanish version of HubSpot, so I may be mistaken in the names of the objects involved. I created a dataset with a unique datasource, deals. But meanwile deals have 368 properties, my dataset have only 345, and I have properties that are not...

Hi everyone, We’re looking to create a proper connection between HubSpot deal records and campaign records. As we are utilizing HubSpot, we need to track which deals are being generated through specific marketing campaigns. However, based on our r...

Hello I have created this formula, I want it to show $1,000,000 when X or Y are selected as the deal owners, it doesn't work when I test it, please advise why as the support team already confirmed the formula is correct and it does say "no iss...