How can I make a funnel that also accounts for deals that skipped a few stages in the process and not just deals that actually went from each stage to the next? For example, the funnel I currently use accurately accounts for deals that went from read more

Hi all, I'm having trouble creating a report that shows my reps' meetings completed per month vs deals sold. Essentially, I want to understand my reps' meeting conversion rates. Any assistance would be helpful! Thank you

I had created a custom pipeline snapshot report to track week over week weighted revenue and deal # growth and retraction. As of last Friday, these reports suddenly displayed different information and visualizations. Anyone else having issues like t read more

Hi all, We’re trying to build a custom report that shows two associated contacts — one who introduced the other — alongside their lifecycle stages . This is for tracking word-of-mouth introductions, where one person recommends our service to read more

Hi, Looking for a way to create a report, where meeting booked resulted in a deal creation. As an example if we have 30 meeting booked for a given month, 5 deal were created from it. How to create a report for this? I saw other posts but they fo read more

Hi, One of my customer facing a strange issue. He can access the dashboard and report under the dashboard but dashboard name is not visible to him. Refer to the attached snap and let us know your tought why it's happening.

I would like to see a way to breakdown connect rate % by rep. # of leads vs # of leads connected with Seems super basic... and I created a connected field - yes or no, but can't figure out how to turn this into a percentage on reports.

Hi Community Friends, Have been given a brief and looking for your help and ideas on the best way to achieve this...... Individual Board: Leads Handed to SalesTeam Sales Team react on this Progress shown Success of Lead to Demo read more

Hi All, We are on the Sales Professional Hubspot Level. We moved over from Pipedrive which seemed to be behind Hubspot. However they had really good Win/Loss and coversion Reports. I could see thw Win/Loss of countries, competitors or type of b read more

Hi All Wondering if anyone has been able to create a win analysis reporting in HubSpot. I'm currently having to manually export all of our data and calculate a win rate on a number of different factors. Essentially I want to know if it is p read more

Hello, I've created the report " Contact lifecycle stage funnel with contact totals and conversion rates" but they are not included all the stages. The "subscribers" and "Sales Qualified Leads" are missing.

I'm looking to track and report on the number of meetings logged/scheduled by members of my team. I'm aware this bit is simple enough. However, what we're looking to do is have it so that if a member of my team attends a single meeting with two dif read more