Dashboards & Reporting

Hello everyone, I’m trying to build a report to track customer engagement, specifically focusing on the "Last Touchpoint" at the company level. My goal is to visualize which companies are being engaged and which might be slipping through the crac read more

Hello community... We would like to create more detailed company profiles on data we would collect in onboarding interviews with organizations. I am concerned that this data can change frequently (perhaps quarterly to up annually). If we create pro read more

Hi there, I'm looking for a way to create a report where we can see the average sales activities on a company it takes to create a deal. To give some background, our sales team does quite some cold outreach (mainly calling, following up by email), read more

Hi I'm struggling to find an answer to my query on the forums/knowedge bases. Can you tell me whether it is possible/how to do it - I want to be able to either add to view and/or report on the last note entered against company record. Is read more

We're trying to answer the question of how many SQL's, and Opps come from originally from marketing. Now whenever I run an MQL report at a contact level this could show an MQL that has indeed come from an offline source but when I look at the associ read more

We have added the Clutterless add-on to our HubSpot account. Is there a way to do a report that shows recent news for company records?? I can't seem to find any way or articles that reference this. We aren't as pleased with the Clutterless functi read more

We have a field that we would like to restrict to a single user. However, since that is not possible with our licensing level, I was hoping to get a notification every time that field is changed and by whom. First part is easy. The by whom part seem read more

Hey all, I created a report on the cumulated number of customers with the following axis: y-axis : count of companies x-axis : became "closed" date of the associated deal As upselling deals are defined as new deals, it might occur tha read more

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

I haven't been able to find an answer to this on previous posts, and curious if it's now possible. I am looking to create a report that: Combines all touches made to a customer as 1 single activity (email, call, note, deal etc). I want my reps t read more

Putting this out into the ether- We have company partners who service multiple counties across the US and we are trying to find a way to standardize how those counties are setup in a property (since it would be thousands of counties). We need to read more

We are trying to create two reports - one is open deal stages for a particular company and one is closed deals amt vs revenue for a particular company. This would be a standard report we would want for all our account managers to have for each clien read more