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kvonloesecke on December 02, 2022
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
2 upvotes
2 Replies
Recognized Expert | Elite Partner
December 02, 2022 13:32
Great advice @kvonloesecke - love this! The premade reports are a lifesaver. I'd also think ahead and prepare for the end of 2023 if someone's feel...read more
Solved
Clades17 on November 28, 2022
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2022 06:40
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
Solved
ANRhodes on November 15, 2022
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 15, 2022 21:55
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
Solved
Lmiller12 on November 11, 2022
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
0 upvote
2 Replies
Accepted Solution
Participant | Diamond Partner
November 17, 2022 05:43
@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
Solved
BBranstetter on November 01, 2022
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 01, 2022 12:03
Hi @BBranstetter , Happy to help here. Navigate to Menu > Reports > Reports > Create report > Custom report builder and ...read more
Solved
TKonopka on October 28, 2022
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
1 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
October 28, 2022 08:45
@TKonopka There are a couple of standard reports that HubSpot provides off the shelf. I'd recommend doing the following: Navigate to Reports&...read more
Solved
HWilliams4 on October 26, 2022
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
1 upvote
6 Replies
Accepted Solution
Key Advisor | Diamond Partner
October 26, 2022 09:53
Try this workflow layout:
Solved
slwright on October 25, 2022
Hi all, We have multiple pipelines for reporting and I want to measure how many "deals" have moved from our "active sales pipeline" to our "prospect/nurture pipeline" and vice versa. Is this possible?
1 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
October 25, 2022 05:52
@slwright good question. It's not something standard in HubSpot, no. In fact others have asked for it: HubSpot Multiple Pipeline Reports (you can...read more
Solved
MHenning1 on October 18, 2022
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
Accepted Solution
Hall of Famer | Partner
October 18, 2022 06:55
Hi @MHenning1 , This is currently not possible but you could request it from the product team by submitting a post to the HubSpot Ideas sectio...read more
JacquelineOng on September 27, 2022
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
2 upvotes
1 Reply
Recognized Expert | Elite Partner
September 27, 2022 06:30
Helpful reminder @JacquelineOng . My tip for building custom report is this: First, see which standard reports help you tell your data story. If you...read more
Solved
lombagio on September 23, 2022
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 23, 2022 03:49
Hi @lombagio , The first screenshot is from Menu > Reports > Reports > Create report > Single object while the second is...read more
Solved
Lisa7 on September 19, 2022
Hello, I would like to track the number of calls before reaching a contact. Is it possible to add the information ?
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 19, 2022 05:21
Hi @Lisa7 , Out of the box, this is unfortunately not possible. HubSpot does not explicitly keep track of how many call attempts there were be...read more
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