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
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
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
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
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
Hi, I am relatively new to this but after some help. Sales Director for a SaaS company, does anyone have a dashboard already created that i could look at or re use? I am looking for some simple reporting metrics, outlined below: Top of f read more
We have two revenue streams attached to each of our deals and would like to combine these two figures in the "Amount" field. I'm aware that Amount is a pre-set field and can't be made into a calculation, so I have created a custom field called "Tota read more
Hi! I'd like to be able to highlight certain reports on a dashboard. The scenario is we have a long dashboard filled with various pipe metrics, and there's a for example bi-weekly meeting. Could you enable a temporary set 'highlight' of individual read more
You’ve done all the heavy lifting and emailed your contacts. Now it’s time to see if anyone’s interested so you can follow up with those warm leads. But wait, how do you do that again?
That’s where the Reports tool in HubSpot comes read more
Hi all, The first image shows the chart types that are available on my Hubpot, the second one shows chart types illustrated on the official hubspot guide. https://knowledge.hubspot.com/reports/understand-different-chart-styles-in-your-hubspot-r read more