Dashboards & Reporting

Hi everyone, I need help creating a clean "Last CSM Touchpoint" date property. I have already built the reporting buckets (0-15 days, etc.) using a calculated property, but I am struggling to isolate the correct underlying data. The Goal: I want read more

Hello everyone, I’m trying to build a report to track customer engagement, specifically focusing on the "Last Touchpoint" at the company level. My goal is to visualize which companies are being engaged and which might be slipping through the crac read more

We are trying to create a filter that shows everything in this quarter, I.e oct 1 - dec 31, and then the next 3 quarters in their respective date ranges. Hubspot doesnt seem to allow this, as we have to use Deals in the following format. This loses read more

Hi everyone, This has probably been asked before, but I was struggling on finding a community post on it, so apologies if that is the case. Basically, I'm trying to figure out how I can set up a report to track 2 things: 1. Current reve read more

Ich möchte einen Bericht erstellen, der – ähnlich wie bei einer Conversion Rate – den prozentualen Anteil einer bestimmten Deal-Phase anzeigt. Konkret: (Anzahl der Deals in der Phase "Abgeschlossen") / (Anzahl aller Deals) × 100 Ich habe versuch read more

Hi Community, We are looking to build out more robust reporting for our organization and are running into some limitations both with the prebuilt reports and customized report builder. Here are some objectives we are looking to achieve with read more

Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" read more

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

Hi everyone, currently I face the following issue: In a report goals and achievments are shown for an easy visual comparison. The datapoints for the operation results are shown based on the automated date "closed and won". In daily usage it (schou 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

Hi HubSpot Community, I’m looking for a way to create a dashboard that gives our sales representatives an easy overview of their contacts and their interaction with marketing emails. Ideally, we want to see: Contact Name Email Mobile Phone read more

Hey everyone, I’m looking for a way to better categorize meetings in HubSpot. Right now, I can’t easily distinguish between intro meetings, follow-up meetings, and non-commercial meetings. For example, we run workshops that sometimes include tar read more