Hi, I am a bit confused. I am trying to give my users the ability to edit their own personal views of records. But I cannot seem to do so without giving them access to editing the view of records for EVERYONE on their team. So we have multip read more

Hi HubSpot Community, This might be familiar to some, but I wanted to share a small breakthrough we had and get feedback on how to improve it. Our sales leadership team requested close-rate reports per rep, ideally displaying all reps (or te read more

Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s read more

Hi everyone, I’m working on optimizing our sales reporting process at InSaraf Furniture and would like to create customized dashboards for different teams within our organization. Specifically, I want each team to have a tailored view of metrics an read more

When creating reports on a HubSpot dashboard, my end goal is to be able to export those identified contacts to a list. Sometimes a report does not have this option (it's usually in the top right, titled Use in list ). Why do some reports have this read more

All, We are running a national campaign for new leads. We track these leads by industry they're in and state. For each state we have goals we're tracking against. For instance: STATE | INDUSTRY | # LEADS | GOAL Alabama | I read more

Hi everyone, thanks for taking the time to read this! A client of mine wants to track how many people in a respective time period have been sent an offer. For that purpose, a filter can be applied to all deals with [Date entered "Offer is sent"]. read more

Hey there, I'm curious to know if there's a way to view the marketing events a contact has registered for directly from the contact view, without needing to navigate to each event or generate a separate report.

Hi HubSpot Enthusiasts, I am trying to figure out a way to capture and calculate the difference between the latest 2 value changes in the same property (screenshot below). I'm trying to store the second to last change in an additional proper read more

All, I am confused with the Forecast tool. The default 'Forecast category' of 'Pipeline', 'Best Case', 'Commit' are all based on the 'Close Date' but none of these are actually closed yet. Would it not be best to list the stages/forecast category b read more

When I selected activity based reports, it does not include SMS activities. I have a workflow to inform lead owners with in-app notifications if there's a new reply for their contact. Is there a way to get this list of in-app notifications as ac read more

Hi, We have two date properties for deals: "Planned delivery date" and "Real delivery date". We would like to implement a tag to highlight deals which have not been delivery ( "Real delivery date" is unknown ) BUT where planned to be delivered read more