Dashboards & Reporting

RCleaning
Member

Is it possible to store dynamic values from reports into automatically-updating properties?

SOLVE

On our dashboard we have two donut charts called 'Gross Margin (%)' and 'Conversion Rate'. We are trying to calculate a budget variance for these metrics (calculated as Variance = Actual Value - Projected Value). The main problems are that the 'actual value' in these cases are dynamic values and are not stored anywhere on Hubspot besides the charts.

For example, the Gross Margin (%) chart is a donut chart made up of the Gross Margin Value and the Non-Margin Value (calculated as the Full Tender Value - Gross Margin Value), and the relevant value here would essentially be the Non-Margin Value/Full Tender Value (14.07% in this case):

HC5.png

 

Is there a way to create an automatically-updating property to store these numbers?

Thank you!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to store dynamic values from reports into automatically-updating properties?

SOLVE

Hi @RCleaning,

 

No, this is not possible – properties cannot reference and pull in data from reports, unfortunately. You would have to use the existing tools (calculation properties, custom code actions etc) to maintain custom properties.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to store dynamic values from reports into automatically-updating properties?

SOLVE

Hi @RCleaning,

 

No, this is not possible – properties cannot reference and pull in data from reports, unfortunately. You would have to use the existing tools (calculation properties, custom code actions etc) to maintain custom properties.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes