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Solved
EVossebeld on January 30, 2024
One of our customers sells houses. We wanted to make those 'houses' deals and associate the contacts with them. Those houses belong to a project which is a custom object. But in a couple of years the houses will be sold again and should shift from t read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
January 31, 2024 05:36
Hi @EVossebeld In the custom reports builder, you'll want to select the "Houses" Custom Object as well as the "Deals" object. From t...read more
Solved
bbullington on September 20, 2023
We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Gold Partner
September 28, 2023 11:42
Hey @bbullington hope you are doing well. If I understand correctly this 'd be a simple report from your custom object " associated Management ...read more
SColemanRTR on August 30, 2023
Hello all! We have recently migrated our inventory from "deals" to a custom object called properties. Because of the migration, we are having to rebuild most of our reports. However, it looks like a lot of the fields and filters that we were usi read more
0 upvote
2 Replies
Participant
August 31, 2023 09:56
Thanks for the reply! The custom report builder still doesn't give us quite what we're needing, and HS Support actually confirmed that this exact fun...read more
Solved
KC_Substrata on July 07, 2023
Hello, I have been playing with custom report building and I can't seem to figure this out. I am trying to create a simple report hat shows Companies, Total Deals value Won, Count of Deals Won, Count of Deals Lost, active deals. any ideas? read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 08, 2023 01:22
Hi @KC_Substrata , The approach here would be a single object report (either in the classic or custom report builder), visualized as a table. ...read more
AFish on June 23, 2023
Hi there, Found a few articles referencing custom objects as a use case for calculating comissions ( example here ). Sounds like the Custom Object would be Comissions and you would use data from other properties / objects and calculated proper read more
0 upvote
4 Replies
Participant
December 09, 2023 07:36
We need accelerators for comissions. But don't have the enterprise plan, so can't use Custom Objects for the accelerators. Is there any other workarr...read more
chloey on June 05, 2023
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with read more
Recognized Expert | Partner
June 05, 2023 08:45
Hey @chloey , thanks for reaching out! This is a great question. The easiest way to report on different call types would be to customize your ...read more
Solved
CMcGuicken on April 24, 2023
Hey Folks, I created 2 Lead scoring field properties under the wrong object. I used Contact properties instead of Deals. Is there anyway I can move the 2 properties into a new Object or clone them even to easily add to the new object? S read more
0 upvote
13 Replies
Accepted Solution
Hall of Famer | Partner
April 24, 2023 05:20
Hi @CMcGuicken , Score properties can't be cloned – you would have to start from scratch, unfortunately. Best regards
Solved
eschriger510 on February 03, 2023
Hi, New post. Tried to see if I could find something related and couldn't so apoligies in advance if I'm repetetive. I'm trying to build out a pipeline table that displays details about last and next activity details related to a deal. I can s read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 04, 2023 02:08
Hi @eschriger510 , Unfortunately, this is not possible, at least not that I'm aware of. Reports across multiple objects (deals + activities) d...read more
SClifford5 on July 06, 2022
Hello, im using the feee datat sets feature in hubspot and have created a calculated field however what I want to do is then deduct that value from another field within Hibspot, any thoughts as I cant seem to find a minus function 🙂 T read more
0 upvote
3 Replies
Member
July 11, 2022 14:48
HI Olivia, I have had Charlotte from Hubspot team helping me and we have a solution - just waiting for her to send me through how she created it. ...read more
MLuciano on May 18, 2022
Hi! We need to show gauge chart KPIs based on the logged user in a dashboard. Tried with external embed content, but it will use the same url always so I wouldn't know who is the logged user. I could import the data periodically as a custom object read more
Member
July 01, 2022 03:31
Hi Dan! Can you please share the details with me as well?
MYuan on April 14, 2022
Is there a way to record and track, per deal: - projected monthly sales revenues - projected monthly sales volumes Such that I can run reports that: - roll up monthly sales revenues across all deals (for the next year) - or show projected mo read more
1 upvote
7 Replies
Member
November 21, 2023 09:58
I know exactly what you want! I needed it to. TL;DR I found a solution. To understand your ask better, are you looking to plot out your forecast by ...read more
Solved
Kimnaikebu on January 17, 2022
Hi everyone, my research found that it is apparently not possible at the moment to create Dashboards in Hubspot that display the CAC, CLV, CPL and other metrics ( https://community.hubspot.com/t5/HubSpot-Ideas/Automatically-calculate-Customer-Lif read more
Accepted Solution
Most Valuable Member | Elite Partner
January 17, 2022 08:42
Hi @Kimnaikebu . As great as HubSpot reports can be, sometimes users go deeper with integrations like Databox, Wicked Reports and others. In poking ...read more
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