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

I finally have a chart I'm happy with the exception that the legend doesn't populate for Deal Stages that do not have Deals. I can get the stages to show up in the legend if I enter 0 for the Forecast Amount but then my Deals couunts are off. Any su read more

Good afternoon HubSpot colleagues. Our CEO is asking for a measure of velocity and momentum in our pipeline. We are new to Hubspot and at this point we are only implmenting HS for one of our prooduct lines. We would like to show a rolling 4 wee read more

Is there a way to get this info from the meeting scheduler into a report that shows how many viewers are converting? Rather than having to go into scheduler..... want to be able to add to a dashboard. Thanks

Hello: Our CEO would like to see a chart like the one below but he would like to see multiple bars for the stages rather than a stacked bar. Is this possible in HubSpot? If not, I assume I can do it be exporting to Excel and using a pivot table. 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 Guys, (Issue) How can we attribute a point or count to each update of the deal now? As there is only 1 deal owner. Many times when we have a single deal, we have multiple estimators in the team updating the deal value on a requote for t read more

Hi, I hope you're doing well. In our company, when a deal is won, a renewal deal may be created based on the terms of the original deal. The renewal deal's close date is automatically set according to the term of the original deal. I’m look read more

Hey All, I was wondering if there was a way to change the date entered each pipeline stage. A few months ago my boss changed pipelines and moved from one pipeline to the stage that he thought they should go in, in the other pipeline however now read more

Hello community! I am offering a limited amount of free users in order for me to collect customer feedback. I built a sales dashboard and email reporting tool that fully automates sales performace tracking, KPI reporting, sales rep quota att read more

I am trying to instantiate a forecasting spreadsheet in HubSpot and also provide reporting against monthly, quarterly and annual goals (see table below). These require many Finance and Sales inputs: 12 monthly, 4 Quarterly and 1 annually for each G read more

Hi HubSpot Community. . . I'm hoping someone can help me build a report I'm struggling with. I’m trying to build a report that will show me my BDR team's Meeting HELD rate (the percentage of meetings they are SETTING that are HOLDING). I have a “Me read more