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

I would like to see in a report how many times a customer has been contacted per period. Now I think I only see the total, but not from, say, the past month or this year.

Hi Everyone, I'm having an issue with exporting Deal information from a HubSpot report in an Excel file. If a deal is linked to multiple companies, its information gets duplicated, based on the Company ID, which forces us to do lots of manual wo read more

Hello. We are looking to create a report that shows us how much money will be collected each moth, based on our customer's subscriptions and scheduled payments. We use payment links and products. Not all deals are setup so we cant use them. If ther read more