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Solved
NKolev on June 11, 2025
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
Accepted solution
Thought Leader | Elite Partner
June 11, 2025 08:58
Hi @NKolev This is a common obstacle as far as HubSpot's reporting is concerned. By default, reports only include users that have some acti...read more
Solved
JSchmitz2 on April 22, 2025
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
0 upvote
2 Replies
Accepted solution
Top Contributor
April 22, 2025 19:45
Hello @JSchmitz2 In HubSpot’s report builder the legend is data-driven only —it shows a segment (deal stage, lifecycle stage, owner, etc.) only...read more
Solved
JSchmitz2 on April 16, 2025
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
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
April 17, 2025 00:31
Hi @JSchmitz2 , There you go 🙂 Simply set up a report based on the data source "Deals" like shown below in the custom report builder. ...read more
Solved
SBale on April 16, 2025
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
Accepted solution
Hall of Famer | Partner
April 16, 2025 14:44
Hi @SBale , No, not directly. The closest workaround would be a customer journey analytics report that shows the conversion from form view to ...read more
Solved
JSchmitz2 on April 08, 2025
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
April 08, 2025 12:43
Hi @JSchmitz2 , Yes, when you configure/customize the report, I'm the report editor you should see 'Chart options' (right next to where you se...read more
Solved
HS_Chathura on April 04, 2025
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
Accepted solution
Most Valuable Member | Diamond Partner
April 07, 2025 11:23
Hey there @HS_Chathura and welcome to the Community. Like @kennedyp my initial thought is in the naming convention. Each sequence you buil...read more
Solved
NathanAza on March 20, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 21, 2025 01:05
Hi @NathanAza , It sounds like what you're trying to achieve could be accomplished with deal splits: https://knowledge.hubspot.com/records/sp...read more
EmilyHanMo on March 17, 2025
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
1 upvote
9 Replies
Community Manager
March 24, 2025 04:07
Hi @EmilyHanMo , We know you had this question a few days ago, and we would like to know if you have already resolved it. If so, could you p...read more
Solved
DCrinnion1 on March 14, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 14, 2025 06:14
Hi @DCrinnion1 , These fields can unfortunately not be bulk updated manually via the HubSpot user interface – they're maintained automatically...read more
Solvethru on February 19, 2025
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
0 upvote
1 Reply
Community Manager
February 20, 2025 07:09
Hi @Solvethru , Thanks for offering this! I’m sure a lot of people here will really appreciate a tool that makes tracking sales and performa...read more
Solved
SColeman9 on February 17, 2025
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
0 upvote
4 Replies
Accepted solution
Member
February 18, 2025 20:45
Below is a demo dummy account of one solvethru dashboard (all of which are customizable with no customer setup required), which highlights the revenu...read more
Solved
LPhillips on January 28, 2025
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
0 upvote
6 Replies
Accepted solution
Top Contributor | Gold Partner
January 30, 2025 05:24
Hi @LPhillips , You can try this. Create a Custom Calculation Property to count the number of contacts where the "Meeting SET Date" ...read more
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