Dashboards & Reporting

Hi - I am working on creating a report that shows the deal source (a new property I created) broken down by the companies that are our prospects. The report is a custom report using both deals and companies. I am running into an issue with man...

Hi, Rounding numbers on dashboards may not be a native HubSpot functionality - has anyone found an app to do so? I just want to avoid displaying long strings of numbers with all the decimal points. Thanks

Hello! I really love pivot table reports as they are pretty flexible and can show different sets of data. There are just some downsides of these reports that I wasn't able to find solutions for. It's all about usability: - it's impossible to...

I'm trying to build a report that shows my pipeline of companies with a lifecycle of SQL and Opp but I want to exclude those that have a closed won & closed lost deal associated with them. The goal is to see what the remaining potential is in t...

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 ...

Hi, It would be great if you could report on unique products specifically. Not just line items. At the moment, surfacing any product information in a report comes up as line items. These are not unique and are associated with deals. Any ...

Wasn't sure how to subject this enquiry and not sure where to start. Ultimately I want to be able to run report on a defined period of time to predict the resources we will need based on the variety of inclusions our clients have in each package so ...

Hi all! I'm looking for help on managing how my AEs share sales collateral so as to roll up efficiently into our tracked metrics. Specifically, I'd like to be able to track how many times a given file (let's say a case study) has been shared with wh...

Hello. we would like to use the forecast. it does not suit us that he selects deals only according to close date. We make contracts with clients for several years (etc, 2021, 2022, 2023). We divide offers into several years (etc, 2021, 2022, 2023)....

Hi there, It seems a pretty standard requirement for a CRM pipeline report, but I cannot work out how to create this - can anyone help I want a list of the pending deals, who the main contact is associated to the deal, their job title and their geo...

Hey community, I have a client (Sales Director) who is looking to be notified when a team member (Sales Rep) doesn't do a specific task. In this instance, the sales team is asked to add X number of new companies per day to the CRM each. Is th...

Hi All, The following sales goals are available today from the dropdown list; Calls made, deals created, meetings booked, revenue Our sales team is, however, measured on the margin. I do have a custom property that I created at the d...