Dashboards & Reporting

Hi Our sales team has annual target, for example $500K. This is tracked down on a Monthly milestone. Say for Jan they should achieve $3K. For Feb $5K. How does the $500K is calculated: if a sales rep achieved $3K in Jan. This means the acc read more

Hi everyone, I’m currently working on setting up a HubSpot CRM dashboard for the ISR team, and I wanted to outline what I’m trying to accomplish: Track the number of calls made and emails sent, first time appintment (FTA), Prospects to hit read more

My Situation I'm trying to accurately track ROI from our ad campaigns, but I'm running into an issue with how the Ads dashboard calculates revenue for our subscription business. Here's what's showing in my dashboard: Amount Spent: $X Revenue read more

Hi everyone, I’m trying to build a “conversion rate” report in HubSpot to measure: Number of won deals / total number of qualified deals at a global team level . On paper, this seems straightforward, but I’m really stru read more

Hi everyone, We’ve successfully embedded a ClickUp dashboard via an <iframe> in our HubSpot card, but while the iframe content displays, it doesn’t allow any in-place editing—all controls are disabled. Our goal is to give users full ClickU read more

Hey everyone, Question for you all. I love the idea of using an Association label on a deal with a partner is helping us. I've set up a test one as you can see here: I'm struggling with setting up reporting on this. I'm looking to get read more

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