Dashboards & Reporting

I’m looking for the best way to mark contacts as “Inactive” in HubSpot and be able to filter them out easily from the main Contacts view, while also making it clear on the company record that those contacts are inactive. Here’s the challenge: We read more

Hi all, We’re trying to build a custom report that shows two associated contacts — one who introduced the other — alongside their lifecycle stages . This is for tracking word-of-mouth introductions, where one person recommends our service to read more

How much time lapse is accepted between a person's ad click and form fill for that contact to be attributed to the ad? 30 days or 30 minutes? Is only clicking on the ad and landing on the site enough to deanonymize the contact?

Hi all. I've been using the "number of associated deals" property to highlight priority contacts we've worked with before on our company dashboards. This is a little too broad, however. I really need a second option: "Number of associated deals read more

I am trying to create a contact report, grouped by deal, like this: Deal 1 - Contact 1 name, phone, email, company - Contact 2 name, phone, email, company Deal 2 - Contact 1 name, phone, email, company - Contact 2 name, phone, email, com read more

Hi all, To improve our lead reporting I am setting up a dashboard to group the amount of leads that have been generated over the past few months based on a list gathering the contacts who've submitted a form and registered for an event (eventbr read more

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

I have the lifecycle stages defined as below But when I create a report by lifecycle stage, it is missing few stages Could you help on how to configure all stages in my report? Hiran

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

Some of my contacts are not showing up when I search for them within the Contacts List but I am able to search for those contacts in the "Search HubSpot" feature at the top of the portal. All of my missing contacts have an entry in the Property Hi 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

In the activities of a contact, I can see LinkedIn Ad name but I want to create a report using that field but unable to do that. Is there any way I can use that activity name in any custom field that I have newly created?