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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
Participant
January 30, 2025 10:14
Thank you. . . I will work on this and report back next week!
Solved
YdeBritoManoc on January 16, 2025
Hello Guys, I have been trying to do an automation for almost a month and it's not working. Here's the deal: I need to copy the contract expiry date from a DEAL to the same property in COMPANY. But, every time that we have a new deal, they copy read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 16, 2025 12:51
@YdeBritoManoc it looks like your test deal isn't meeting the enrollment criteria then – have you checked if it has the correct deal type etc? You ...read more
TBurke3 on January 14, 2025
Hi all. I am trying to get a specific VIEW of my pipeline. The only VIEW I can get for the DEALS PIPELINE is in the grid where I have to scroll down to see all the DEALS. WHen I watch hubspot tutorials, their entire screen is filled with t read more
0 upvote
5 Replies
Member
January 17, 2025 13:22
Hi RYan. DId you see my screen shots in the thread?
Solved
Vasiki on October 24, 2024
Hi, I am a bit confused. I am trying to give my users the ability to edit their own personal views of records. But I cannot seem to do so without giving them access to editing the view of records for EVERYONE on their team. So we have multip read more
0 upvote
7 Replies
Accepted solution
Member
November 05, 2024 14:13
Figured out the issue. The property view customization only applies to the default card, not any cards added by an admin.
Solved
TMendl on October 18, 2024
Hi HubSpot Community, This might be familiar to some, but I wanted to share a small breakthrough we had and get feedback on how to improve it. Our sales leadership team requested close-rate reports per rep, ideally displaying all reps (or te read more
4 upvotes
2 Replies
Accepted solution
Top Contributor
October 19, 2024 11:57
Hi Theresa, You can create custom calculations and aggregate data using summary functions I would suggest that you look into using summary functions...read more
Solved
EVernon0 on October 09, 2024
Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s read more
Accepted solution
Contributor | Gold Partner
October 09, 2024 10:44
Hello @EVernon0 ! Sorry to see you are having this issue. Did you try keeping the increment in a separate property and updating the deal amoun...read more
Solved
saraf_furniture on September 05, 2024
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
1 upvote
1 Reply
Accepted solution
Key Advisor | Elite Partner
September 05, 2024 12:05
Hi @saraf_furniture Hi there, ( Visual Loom Video ) Great question! If you're looking to create customized dashboards for different team...read more
Solved
NTurley on August 23, 2024
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
Accepted solution
Participant
August 27, 2024 11:54
I think I cracked the code everyone! This had nothing to do with the settings within the report, but the type of report. When we go to create a rep...read more
Solved
timshutes on August 12, 2024
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
0 upvote
1 Reply
Accepted solution
Top Contributor | Gold Partner
August 13, 2024 00:49
Hi @timshutes , So wherever you are creating these, STATE, INDUSTRY, LEADS, create properties like GOAL A, GOAL B, GOAL C and then assign these GO...read more
Solved
Nicolas_Maiwald on July 24, 2024
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
0 upvote
4 Replies
Accepted solution
September 09, 2024 08:01
Hi all, thanks for all your answers! I've found a workaround by now to first send all the data concerning the "Offers" to a Google Sheet and then ret...read more
Solved
GvanderWatt on July 16, 2024
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.
1 upvote
2 Replies
Accepted solution
Top Contributor | Gold Partner
July 17, 2024 00:59
Hi @GvanderWatt , We can achieve this by creating a custom property and a workflow. Create a contact property called "Event (name) Registered" and...read more
Solved
PPenev_1 on July 15, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 15, 2024 06:55
Hi @PPenev_1 , This requires one additional property and workflow in the workaround you've already explored. Let's assume your property ...read more
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