Hello, I have a question about two hubspot reports, I think I am being daft but would appreciate knowing the reason. We have historically measured bookings per month (so Deals entering Closed Won & Job Number Created, both have probabili read more
Hi everyone, I want to create a report for a single lead-capturing form which will include all the feedback properties within it, and feed it to a dashboard. Anyone who can assist or HubApot does not have that capability yet?
Hi all, We have 3 sales reps and I want to create a report that shows the total deal value that each of them is producing at our proposal-issued stage each week. So that we can track that against deal value signed each week per sales rep. Any hel read more
Hi @CAusten ,
Have you set up your report exactly as shown in my screenshots above? For the frequency dropdown to appear, you must have the ...read more
Hi HubSpot Community, I am trying to create a report for our BDR's who are booking demos through a HubSpot meeting link that is connected to their account executives calendar. Has anyone successfully done this? Ideally the report would show read more
Is there a way to include all data but only show two years on a graph? So my graph would start where we were at the beginning of 2022 and then detailed data from then on?
Hi, When I'm in List View where all my companies/contacts are visible, some companies have a country associated with them but others don't. When I click to view the profile of on the ones that don't have a country - in their profile settings the read more
Hello, I represent the team at Salytix, who have created a real-time dashboard for you to have in your office, or on your phone. It simply displays your sales team's results in a day, week, month, and year fashion. Our product is currently under read more
Hey Community,
Year-end of reporting can feel like cramming for finals if you aren’t prepared!
Here are some tips to make your end-of-the-year reporting process stress-free:
Keep your CRM organized throughout the yea read more
Great advice @kvlschaefer - love this! The premade reports are a lifesaver. I'd also think ahead and prepare for the end of 2023 if someone's feeli...read more
Dear community, I'm trying to find a way to build a report that allows me to see the delta for deals' weighted amount over weeks. Basically, I'd like to be able to see how much the sum of the weighted amounts in my pipeline has changed over the l read more
Hi @Clades17 ,
To achieve this, you would set your report up with a cumulative visualization. (This is not available for bar charts in the sin...read more
We use the transactional add-on to send non-marketing emails and want to have a report on a dashboard giving us basic info on how many transactional emails have been delivered, opened, or clicked. However the report setup is very unclear on whic read more
Hi @ANRhodes ,
Out of the box, HubSpot does not have any reports or filter options on standard reports for this. For example, the reports unde...read more
I have inserted a picture of the report I'm working on and I can't figure out how to easily insert the "total revenue goal" part that currently states $0.00. I have gone under settings/analytics to see if I can insert it, but it looks like I have to read more
@Lmiller12 for some reason I can't see your attachment but one way you can get the report you want is below.
Choose an Area visualization and add...read more
I would love to see what we are netting monthly when it comes to closed won deals vs closed lost deals. I am imagining a bar graph with x-axis showing won and lost deals broken down by month and the y-axis is the count of deals. For the life of me, read more