Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
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
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
1 Reply
Hall of Famer | Partner
July 01, 2022 09:39
Hi @MHemsley , That's currently not possible, spreadsheets are not among the formats that can be selected when setting up report / dashboard e...read more
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 Customer Trainer
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
RHendum on June 09, 2021
Hello, I have a similiar situation as described in this thread: https://community.hubspot.com/t5/Dashboards-Reporting/How-to-delete-emails-from-Team-Activity-on-the-Sales-Dashboard/td-p/179009 However, I can't simply delete the emails in questio read more
0 upvote
4 Replies
Participant
June 10, 2021 10:41
https://community.hubspot.com/t5/Sales-Email/Deleting-Notifications-From-Activity-Feed/m-p/256671 Sorry for not being precise in my question/compl...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.