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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más