Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
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
1 Reply
Hall of Famer | Partner
February 03, 2023 23:08
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
July 11, 2022 11:48
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
July 01, 2022 00:31
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
0 upvote
5 Replies
April 19, 2022 12:30
Thanks kindly @danmoyle ! I did indeed look into the recurring revenue object, though the volume info is not exactly recurring. It may be $1000/...read more
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
Thought Leader | Elite Partner
January 17, 2022 05:42
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
EJoyce2 on January 11, 2022
I created a custom object "Consultants" that associate to deals - one consultant record associated to every deal. The consultant property "office location" is a filter I want to use in Reports, such that if the consultant office location is any of x read more
HubSpot Employee
January 12, 2022 13:50
Hi @EJoyce2 , Thank you so much for reaching out to us! Can you please provide us with screenshots of the report you have started working on...read more
Lisette1 on December 16, 2021
Hi all, We're using line items, but as there is a field for discounts, there is no field for 'overpricing' where a license is sold at a higher rate than the default unit price. When this happens, we adjust the unit price but to report on this i read more
0 upvote
3 Replies
Top Contributor | Platinum Partner
December 17, 2021 05:05
Hi @Lisette1 , This is an interesting scenario that I've not come across before 🙂 The only thought I had was could you have a custom property...read more
MThorslund on October 18, 2021
I am trying to setup a dashboard in Google Data Studio but experiencing problems with integrating a custom property made in Hubspot. Is it possible to import my own property to the dashboard or is it only the Hubspot pre-made properties that yo read more
Community Manager
February 03, 2022 21:17
Thank you John for sharing this info!
FrederikLindum on July 07, 2021
Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom read more
Accepted Solution
Key Advisor | Gold Partner
September 03, 2021 14:15
Hi @FrederikLindum This is more fun than I thought (yes, I need to get out more). What if you used Calculated Properties (available ...read more
mzberger on June 03, 2021
Hi, It would be great if you could report on unique products specifically. Not just line items. At the moment, surfacing any product information in a report comes up as line items. These are not unique and are associated with deals. Any read more
Accepted Solution
Hall of Famer | Partner
June 03, 2021 04:53
Hi @mzberger , The product team is keeping an eye on the HubSpot Ideas section of the community . If you post it there, there is a higher cha...read more
JKelly311 on January 26, 2021
We see a ton of opens on our emails (yay!) but the response rate varies among seniorities. We find that class A seniorities have the highest open rates but the lowest response rates while vice versa for B or C class seniorities. The hypothesis read more
Accepted Solution
Hall of Famer | Partner
January 26, 2021 21:59
Hi @JKelly311 , You're correct, HubSpot associates all interactions with an email to it's original recipient. The only workaround that I...read more
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.