Hey orange hive I've been dabbling with apollo.io for a while, and I'm finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don't want all the contacts I ap read more
Hwy @ajkinbrum
so when ever you pull contact's information from a 3rd party toll
the source in the property Original Source will be Offline
...read more
Dear community, I am struggling to create a report on deals. I need it to show deals stacked based on win probability (we have a custom property for this, not using the deal stage-based probability), it needs to be split by close date and split by d read more
Hi , There is the default report " Deal pipeline waterfall" - it is not showing for me all the deals (I choose "All data" periodic of occurred and close date) what should i do to see all the deals included?
Hi @karstenkoehler , Thank you for the comment, I understood the type of options and the definition but again, my problem is that the chart doesn...read more
Hello everyone, I'd like to use Hubspot to track and analyze the evolution of all my transactions between different periods. To give you a precise example: - I estimate that it is possible to carry out a transaction and register it on Hubspot wi read more
Hi @Tim_dgn ,
Are you using Quotes ? If you did a Quote for each change in price, you could build a report in the custom reports builder th...read more
Hello, I'd like to use Hubspot to track and analyze my sales precisely. Do you know if there are any functionalities (report creation, for example) that allow me to see directly the evolution of my sales between two periods and to see what read more
@Tim_dgn Thank you for the additional details about how you're using Excel for this report.
To add your estimated sales / budget, you would n...read more
I created graph on our Sales dashboard that reports out how many leads have been added by each user, each month. Strangely, one of our users (has an assigned ID, can look them up on our list of added members, let's call him User X) comes up as "Unkn read more
A HubSpot veteran on our team figured this out. For reasons that aren't totally clear, if you want to create this you should do it through "Custom Re...read more
Hi Hubspot community, I'm trying to create a report to show our conversion rate of our meetings that lead to a close won deal. Do you have any ideas? Thank you Romane Betton
The dropdown in the dashboard page should show only dashboards that are relevant to that user or team. Currently, a user can see all dashboards, even private dashboards or team-specific dashboards. We see a long dropdown list when only 10 dashboards read more
Hi @Farah1 ,
The best place for these kinds of suggestions is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/Hu...read more
Hi all, I am trying to link my LinkedIn post analytics data from HubSpot (which includes a 'campaign' name - which is why I want to pull HubSpot data over LinkedIn direct data) into Google Looker Studio. I need Publish date, Post, Impressions, Eng read more
Hey @DigitalRM , thank you for posting in our Community!
Currently, we have an integration with Looker Studio ( more information here ). The...read more
Hi there, We are just starting to investigate the use and helpfulness of the sales velocity report/dashboard. Does anyone know if the days (Avg. days to close) are calculated using working days or calendar days? Thanks, Katie
Hi @KatieBeeley ,
I know you already solved your thread, but I'm still answering since I think this content could be useful to your goals. We...read more
Hi all, I'm interested in fetching forecast submissions from HubSpot through the API. I haven't found a direct endpoint or solution to retrieve this data. Has anyone here managed to do this before, or does anyone have insights into which AP read more
I am running in to an issue getting Hubspot reporting to work the way it should. When I generate a forecast, an amount will show up on a close date based in the future, which is fine. The challenge is, even if the line item ends in 3 months, th read more
Thank you. That is indeed helpful. What we are attempting to do is accurately reflect a month to month revenue projection to senior management. We...read more