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Solved
NJThomps on February 07, 2024
Hi there, We have recently been wanting to make a report where it lists the total amount of times we have had a face to face meeting with a contact that has a certain jobtitle. I am struggling to create a report that does this however, as while I h read more
1 upvote
3 Replies
Accepted Solution
Top Contributor | Elite Partner
February 08, 2024 15:28
@NJThomps - If you have access to custom reports this should be simple enough: - Create a custom report with contacts and activities as the data s...read more
JRippinen8 on February 05, 2024
Hi there! I could really use some assistance if someone has encountered a similar situation: Is there a way to report the number of sales activities (calls and meetings) that have taken place in a deal after a quote has been sent? I´m tryi read more
0 upvote
1 Reply
Community Manager
February 05, 2024 17:01
Hey @JRippinen8 , Happy Monday! With HubSpot's custom report builder , you can analyze multiple data sources across HubSpot. The diff...read more
VabEgg on November 06, 2023
Hi, we need to show our deal amount linear ditributed over the project running time. I have project start date and end date. Ans ideas how to show it in a report or create a field? Thank you!
0 upvote
1 Reply
Community Manager
November 07, 2023 03:17
Hi @VabEgg , I hope that you are well! It's great to see you here 🙂 I'd like to share this article " Understand attribution reporting " and thi...read more
FlorianV on October 26, 2023
Hey Guys Hubspot got 2 properties that seems to do quite the same thing, which is providing the date where a contact get to a specific lifecycle stage : Date entered [lifecycle stage] (The date and time when the contact entered the[life read more
1 upvote
1 Reply
Key Advisor | Diamond Partner
October 27, 2023 06:57
Hey @FlorianV The two properties you mentioned, "Date entered [lifecycle stage]" and "Became a [lifecycle stage]," serve slightly different...read more
Solved
Jordy_Beyond on October 05, 2023
Most beloved Hubspot community, I have a report that shows created contacts (leads) over time (p/month). Within this report I want to create a filter that makes it possible to show only one contact per company. In other words, it should only count read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 05, 2023 05:38
Hi @Jordy_Beyond , Similar to what I described here, you need to find a way to label / flag contacts that are the oldest / primary contact: h...read more
JLetellier on August 16, 2023
Hello HubSpot Community, I am trying to find a solution for a reporting issue for which I have hit a dead end. Here is an example of what I am trying to achieve : All my properties are in contacts. One property determines if you are an experie read more
1 upvote
3 Replies
Key Advisor | Diamond Partner
August 18, 2023 09:16
Hello @JLetellier , The employees assigned will be a list and one employee can be assigned to multiple records, right? If so is the case, then...read more
Solved
Juliaaa on July 25, 2023
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more
3 upvotes
5 Replies
Accepted Solution
Key Advisor | Partner
July 25, 2023 09:49
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...read more
Solved
rodericks on July 06, 2023
For my dashboard i'm trying to show the total amounts of a certain product sold. This seems quite easy, however, every article code exists out of more than 1 product. Let me clarify: Article code: 101 = box of 1 unit sold Article code 106 = box o read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Diamond Partner
July 07, 2023 12:53
@rodericks - I think what you are asking is pretty straightforward regarding reports. I created this video that might help answer your question. ...read more
Solved
LGriffith on June 07, 2023
Hi On my sales dashboard I've tried to set it up so I can keep track of my KPIs - so how many new connections /deals I've added each week, what stage in the process they're at and how many are converting. I'm doing lots of activity but when I l read more
0 upvote
6 Replies
Accepted Solution
Top Contributor | Gold Partner
June 14, 2023 10:55
@LGriffith it was great chatting with you! The issue was there was no activity for this week for deals in each report, which results in a "z...read more
JArand on April 19, 2023
Hi, Recently when I try to access this tab I have been recieving the following message: 'We couldn't find that view . If it is shared view ask the owner for access.' We have no owner of this view, it is a default HS view from what we under read more
Member
April 19, 2023 17:17
Hi All, This issue is resolved, not sure what happened, but is operating fine. Cheers John
Solved
pozitronic on March 31, 2023
Hi, Some of my contacts in HubSpot have the First Referring Site and First Page Seen as blank / empty. What could be prevent this from being populated? Any ideas? Perhaps a plugin?
0 upvote
1 Reply
Accepted Solution
Key Advisor
April 01, 2023 12:43
Hi @pozitronic What is the original source, and original source drilldown 1 and 2 information for those contacts? Most likely those cont...read more
CAusten on March 20, 2023
Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n read more
0 upvote
3 Replies
Community Manager
March 23, 2023 17:02
Hi @CAusten , yes I can. To our top experts @Bruno_Teixeira @Josh @johnelmer any suggestions on building these reports to @CAusten ? ...read more
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