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Solved
NKolev on June 11, 2025
Hey, I'm trying to create a report that shows the total number of SDRs across our teams in different cities (e.g., SDR-Rome, SDR-Milan) and calculate the average number of meetings booked and completed per rep. However, I've encountered a chall read more
Accepted solution
Thought Leader | Elite Partner
June 11, 2025 08:58
Hi @NKolev This is a common obstacle as far as HubSpot's reporting is concerned. By default, reports only include users that have some acti...read more
Solved
workspaceman on October 27, 2023
Hey guys, When I view my deals in my sales pipeline and if I click on advanced filters > add filter > deal collaborator > is any of me paired with my original filter of 'deal owner is any of me' When I apply this filter I only see deal read more
0 upvote
3 Replies
Accepted solution
Guide | Platinum Partner
October 30, 2023 08:31
Hi @workspaceman Can you look at this video and recreate it in your portal? It should help. https://www.loom.com/share/5c2c6ac8e9604ffb900ac41a...read more
CVedock on June 14, 2023
I have set monthly revenue goals *that apply to two pipelines* and want to show this on a dashboard. One pipeline is net-new revenue, other pipeline is recurring and upsell revenue. I can create a custom report and manually enter the goal, but that read more
Top Contributor | Diamond Partner
June 22, 2023 02:35
Hello @CVedock , You can also use a calculation property instead of a custom workflow. It should be easier!
BKlassen on May 10, 2023
I have 9 sales reports, and 1 dashboard and on both reports and dashboard I'm receiving the following error: This is the free CRM, and I'm the superuser, and all people that receive the report receive the same message? Help.
0 upvote
5 Replies
Hall of Famer | Partner
May 16, 2023 00:02
Hi @BKlassen , When you hover your mouse over the small yellow triangle with the exclamation mark in the left sidebar, which tooltip appears? ...read more
Solved
MHemsley on July 01, 2022
Hello, I was wondering if there was a way to send a report in Hubspot as a csv? At the moment its just a view of the report and a clickable link that takes the user to the reports section not the report itself. Be more useful if it was a csv fi read more
2 upvotes
4 Replies
Accepted solution
Hall of Famer | Partner
April 25, 2024 01:51
@MHemsley quick update here, this has been possible for a while now 🙂
LizCoralli on June 22, 2021
Dashboards hold the most up-to-date information about how your teams and strategies are performing, and HubSpot wants to ensure you can add a filter to provide additional context and showing your stakeholders the most revelent insights. Enter: the read more
2 upvotes
2 Replies
HubSpot Employee
September 29, 2021 10:59
Hi @CStanley You can email a dashboard to a team alias if you have the email alias added as a user in your instance of HubSpot. Alternatively if yo...read more
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