Oct 30, 20244:23 AM - edited Oct 30, 20244:50 AM
Member
Regarding Audit Report Of HubSpot Account
SOLVE
Hello,
I have an requirement where I need implement an Document/Report for tracking the contacts count and deals count dynamically. How could I implement that? can someone please help?
Could you provide a bit more detail of the format / visualization you're looking for here? What's your expected output exactly?
In the free CRM, unfortunately, you're limited in terms of report creation and it won't be possible to create a custom report to visualize the amount of contacts and deals created over time ( = a bar chart with create date on the x-axis, number of records on the y-axis).
I understand your requirement to implement a document or report for dynamically tracking contact and deal counts. This is a critical aspect of managing and optimizing your HubSpot account.
I’d like to suggest trying out a tool we’ve developed specifically for HubSpot users. Our HubSpot Audit Tool is designed to analyze your HubSpot portal, including tracking metrics like contact, company, tickets and deal counts, along with other key insights.
Could you provide a bit more detail of the format / visualization you're looking for here? What's your expected output exactly?
In the free CRM, unfortunately, you're limited in terms of report creation and it won't be possible to create a custom report to visualize the amount of contacts and deals created over time ( = a bar chart with create date on the x-axis, number of records on the y-axis).