Dashboards & Reporting

CGreer2 on August 19, 2022

Hi everyone, New to this community but have been working very closely with Hubspot users over the last few months. We help improve sales forecasting and pipeline management by giving businesses real-time visibility into what's really going on read more

Reply Analytics Tools best practices Contacts CRM Dashboards Deals Enterprise Free Professional Starter

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PamCotton

Community Manager

August 19, 2022 14:31

Hello @CGreer2 , welcome to our Community! I would like to add our top experts to share their feedback about it @Bryantworks @Josh any rec...read more

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timsnelling on June 20, 2022

Safari Issues - Sending Emails.

Currently experiencing issues with safari, cannot replicate these on opera or chrome. Safari and Mac OS are up to date. Issue one : Failing to upload an attachment to an email. Fix requires a full restart of the pc. Clearing history and read more

Reply Connected Email Contacts CRM Free

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MiaSrebrnjak

Community Manager

June 21, 2022 05:58

Hi @timsnelling , Thank you for reaching out to the Community! We've received reports from other customers who weren't able to send emails f...read more

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TimigenX on April 28, 2022

How to create Sales Engineer Dashboard with reports filtered on "mine" for the assigned SE field

It is easy to create an individual sales rep dashboard template with all reports filtered for the owner field of "mine", e.g. It would show their assigned accounts, their accounts with no recent activity, their past due tasks, etc. But what about f read more

Reply CRM Dashboards Reports

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karstenkoehler

Hall of Famer | Partner

April 28, 2022 04:24

Hi @TimigenX , Options here are limited (especially in free and Starter subscriptions) but they exist. Specifically, HubSpot lets you create a...read more

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KeerthiVasan on February 24, 2022

Data in sheets to Hubspot filters

Hey fella's, I have a CSV file with a set of 500 e-mails in it...now my task is to create a filter/list inside Hubspot such that only these 500 contacts are present...now how to match these 500 e-mails in the sheet with HubSpot's data?

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karstenkoehler

Hall of Famer | Partner

February 24, 2022 22:25

Hi @KeerthiVasan , During the last step of a HubSpot import, you can ask HubSpot to create a static list from your import file. This list woul...read more

Edyta7510 on January 31, 2022

Different total after exporting report data

Hi All, Has anyone experienced the following? I have created a deal report on my dashboard. The total shows the sum of "amount in company currency" property. The total is X. When I extract data of this report into a spreadsheet, the total i read more

Reply Analytics Tools CRM Dashboards Enterprise Reports Sales

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Edyta7510

Top Contributor

February 01, 2022 00:31

Thanks @webdew I managed to find a reason why this was happening. There were a few deals with 2 line items (same item from product library but ...read more

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RSiddula on January 20, 2022

Filters to delete the data

Hello Community, I am trying to remove the not useful data (all objects i.e. contacts, companies etc) on Hubspot by checking some filters like, Company URL is unknown AND Company Website is unknown AND My_Org ID is known (This is auto g read more

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karstenkoehler

Hall of Famer | Partner

January 20, 2022 04:33

Hi @RSiddula , If you want to reduce the number of contacts, here are a few ways you could approach this: Email is unknown: These contac...read more

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Kimnaikebu on January 17, 2022

How can I integrate or create Dashboards that can show the CAC, CLV, CPL?

Hi everyone, my research found that it is apparently not possible at the moment to create Dashboards in Hubspot that display the CAC, CLV, CPL and other metrics ( https://community.hubspot.com/t5/HubSpot-Ideas/Automatically-calculate-Customer-Lif read more

Reply CRM Custom Objects Dashboards Integrations Reports

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danmoyle

Recognized Expert | Elite Partner

January 17, 2022 05:42

Hi @Kimnaikebu . As great as HubSpot reports can be, sometimes users go deeper with integrations like Databox, Wicked Reports and others. In poking ...read more

EJoyce2 on January 11, 2022

Custom Object Associations with Deals / Companies not showing in Reports

I created a custom object "Consultants" that associate to deals - one consultant record associated to every deal. The consultant property "office location" is a filter I want to use in Reports, such that if the consultant office location is any of x read more

Reply best practices CRM Custom Objects Dashboards Deals How-To

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JenWeiss

HubSpot Moderator

January 12, 2022 13:50

Hi @EJoyce2 , Thank you so much for reaching out to us! Can you please provide us with screenshots of the report you have started working on...read more

Edyta7510 on November 26, 2021

Refreshing dashboards and reports

Hi all, As stated by HubSpot and confirmed by their technical support, reports update automatically every 2hours and they can be manually refreshed every 15 mins to pull new data. This is, however, not always the case from my experience. Typic read more

Reply best practices CRM Dashboards Enterprise Reports Sales

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natsumimori

Community Manager

November 28, 2021 22:51

Hi @Edyta7510 , Hmm, I haven't experienced this behaviour with my account so far. As far as I searched, there isn't related Community post in...read more

Lisette1 on November 23, 2021

Report on forecast amount vs revenue goal

Hi there, We would like to report on forecast vs revenue goals. So sales is setting their own forecasts (expectation of what they will close in a certain time range) and we would like to report on their own forecast vs their revenue goals. So l read more

Reply Analytics Tools CRM Reports Sales

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TiphaineCuisset

Community Manager

November 24, 2021 03:14

Hi @Lisette1 Thank you for reaching out. I want to tag some of our experts on this - @Josh @danmoyle @NicoleSengers do you have ...read more

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suegmomof3 on November 10, 2021

How to Email the Board View of All Deals in my Pipeline

First post, so hopefully I'll get an answer to my question! Last week, I thought I'd found a way to email a board view of my deals (by Stage) but I've searched this morning and can't find it anywhere. I don't want to just dump out the data into read more

Reply CRM Enterprise Reports

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 10, 2021 06:47

Hi @suegmomof3 , It's not possible to send the deal index page ( Menu > Sales > Deals ) via email directly. You would have to create...read more

AJohnson8 on October 26, 2021

Demystifying the HubSpot Custom Report Builder | Los Angeles HUG

Demystifying the HubSpot Custom Report Builder Tuesday, November 9th | 2:30 pm EST, 11:30 am PST Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Los Angeles HUG led by HubSpot partne read more

Reply CRM Getting Started Marketing Reports Sales Starter Webinar

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