This is a new issue I've run into recently. When exporting my Deal view, one of the columns shown in "Associated Company", which before now always showed the company name in the exported data. Now instead of showing the company name, the export read more
@NKronish , @stephenjm , @SFowler9 - Alejandra D. with HubSpot Support and Joshua Oaks at the Sprocketeer slack channel cracked it! There is a...read more
Hi there I'd like to create a custom report which shows the number of meetings that were booked using HS meeting links of different HS users (reps). Ideally the report should look like a bar chart, where each bar shows the number of meetings w read more
Hi everyone, We’re currently working on building a custom report in HubSpot to analyze sales team activities—specifically focusing on emails and tasks. Our goal is to generate a breakdown of activities created by users, with the ability to differ read more
Is it possible for me to make this pie chart not show slivers in it for zero values? Also can I make it not show duplicates just because the deal has two companies listed?
Hi, I’d like to describe my forecasting needs. Currently, our management team aims to implement a monthly forecasted P&L. To achieve this, we have divided our annual expenses into 12 months and split our committed revenue (CA embarqué) equa read more
I'm looking to create a dashboard on HubSpot analytics that shows the open, click, click-through rate and bounce rate of the newsletter emails we are sending out at work. Since all the marketing email names contain newsletter I would like to filter read more
Hi @BdeBruyn ,
This can be achieved with a custom report in the custom report builder: https://knowledge.hubspot.com/reports/create-reports-w...read more
Dear HubSpot Team, I’m using reports to show the number of tickets submitted by our customers, filtered by period. However, there’s no option to sort the report by the number of tickets from high to low. Am I missing anything or is this sor read more
hi, we would like to build a custom report which shows activity from our sales team they have logged only for contacts who have opened a particular marketing email from us. We want to quantify the level of engagements this email has triggered but th read more
Hi @DarrenScottUK ,
There is a simple workaround here: create an active list du f contacts who opened your marketing email, then create a repo...read more
Hi, I am looking for a maintainable solution to track the source "events" when uploading a list of participants to HubSpot. Now, I want to walk you through some of the considerations I've made and ask for advice for the most elegant, simple, read more
Hi @AKolb ,
Tracking event interactions through the original source properties is not a good idea, in my opinion – as you probably also want t...read more
Hey all, I`m having a small problem and would like to see if anybody can help me with this. We have a couple of BU(Business Unit) and I`m trying to create separate reporting on activities. Currently on the Deal side it works great but on the co read more
@tiago_bezerra I'm glad it helped some. I think with your team structure, you might have a couple other potential solutions.
You could creat...read more
Hello! So I have kind of a specific thing I'm trying to do. We have a handful of different pipelines that we're curious on the revenue for (compared to what we think it will be). I've seen that we can do monthly forecast for salespeople but can we d read more
Hey @AOrt , It sounds like you’ve landed on a spreadsheet-based approach to track your revenue forecasts per company and pipeline over time. Tha...read more