CRM

Hi there, I am looking for some help to build a custom report where I can see the following breakdown: Total margin on closed deals in current year - Total margin on closed deal per pipeline in current year - Total margin on closed deal per p...

I'm trying to generate a report showing the top Contact (i.e. highest HubSpot Score) per Company, e.g. so that I could run a sequence on them. I've set up the scoring correctly, but I can't see how to generate a report that only shows the top 1 ...

Hi, can anyone help me to create a report (or let me know which filters are the best) to see the total monetary value of opportunities that have been added to the sales pipeline back in 2021, 2022, 2023?

Can I create a custom report that will show me all the Static List Memberships for a given set of contacts?

Hello, I want to create a report that helps calculate churn. Because of how we're using deals at the moment, it's not currently possible to use HubSpot's churn report. We have a property that gives us the status of a customer's account. It's ca...

I'm seeking suggestions on how to use HubSpot CRM to track a philanthropist's donations. Specifically, I want to use it to: Track donations Manage contacts Monitor the status of projects that received donations While there are examples of nonp...

Hi, We have a custom Contact property in HubSpot that stores the value of a unique identifier property in our database of record. These values are pushed into HubSpot contacts via one-way sync from our database on a regular basis, but we do not ...

Hello, We are creating a sales report that brings to notice deals that have had no update for the last 30 days. These in particular are largely due to inaction from the sales team. We are looking for a way to bulk-select the records in the report an...

I'm using the Custom Report Builder to create Contact-based report with Companies and Deals as my secondary data sources. I need to reference the associated Companies and Deals for my filter criteria. The report itself is set up as table only e...

Hi Everyone, I'm trying to figure out what the easiest way would be to compare and report on any differences in deal "Amount" field. The business case is the following: When a deal is won, we sign a contract with the customer for a specific ...

Hi all, is there a way to set up a report in which I compare the total deal amount from Company A to the total deal size of the industry linked to that company in my database?

I need to export all contacts who are associated with more than 1 company in Hubspot, and also be able to export company-level information (in this case, Company ID) for all of the non-primary companies associated with that contact. Is there a w...