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Solved
NKronish on April 23, 2025
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
1 upvote
9 Replies
Accepted solution
Top Contributor
April 23, 2025 18:10
@NKronish , @stephenjm , @SFowler9 - Alejandra D. with HubSpot Support and Joshua Oaks at the Sprocketeer slack channel cracked it! There is a...read more
Solved
VRakitski on April 22, 2025
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
Accepted solution
Hall of Famer | Partner
April 22, 2025 09:09
Hi @VRakitski , Yes, under Menu > Reporting > Reports > Create report > Single object > Meetings, set up the below: ...read more
Solved
HS_Chathura on April 04, 2025
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
Accepted solution
Most Valuable Member | Diamond Partner
April 07, 2025 11:23
Hey there @HS_Chathura and welcome to the Community. Like @kennedyp my initial thought is in the naming convention. Each sequence you buil...read more
Solved
NHorne99 on March 25, 2025
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?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 26, 2025 01:14
Hi @NHorne99 , If you do not want to see the $0.00 slice, in the report filters, specific a filter for "Deal amount is not equal to 0". ...read more
SBencheikh on March 12, 2025
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
0 upvote
1 Reply
HubSpot Employee
March 12, 2025 17:34
Hey @SBencheikh , thank you for posting in our Community. I see this is a duplicated ticket related to this case here. Do you have a...read more
Solved
BdeBruyn on February 19, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 19, 2025 05:04
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
Solved
TGVD on February 18, 2025
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
Accepted solution
Hall of Famer | Partner
February 18, 2025 06:23
@TGVD there you go:
Solved
DarrenScottUK on February 11, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 11, 2025 15:04
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
Solved
AKolb on January 20, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 20, 2025 07:23
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
Solved
tiago_bezerra on December 31, 2024
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
1 upvote
5 Replies
Accepted solution
Most Valuable Member | Diamond Partner
January 06, 2025 10:36
@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
Solved
AOrt on December 26, 2024
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
0 upvote
8 Replies
Accepted solution
Participant
January 16, 2025 06:33
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
LScaglione4 on December 18, 2024
Hello, Can anyone tell me how I replicate the Cost Analysis Per Customer that you have in ANALYZE , within ADS into the PANEL
0 upvote
1 Reply
Community Manager
December 18, 2024 16:56
Hi @LScaglione4 ! Welcome to the Community-- happy to have you here 😊 Could you clarify what you mean by the panel? Are you just trying t...read more
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