Hi Community, Looking for advice on the best dashboard / report setups for sales teams. Ideally would like to track individuals progress against goals being weekly sales, calls and meetings. I have had limited success when pulling these goals read more
Hey @DCullen2 , Happy Monday! For tracking individual progress, a good sales dashboard would include graphs like goal vs. actual performance a...read more
There are some Hubspot Reports that cannot be added into Dashboards - like the Recurring Revenue Report and the CES 'How Customers feel about your support experience' (to name just two). This makes it difficult for our executives to report, as they read more
Hi @JGibbs4 ,
I agree, this would be great. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Allows-you...read more
Hello, I am looking to build a dashboard that provides visibility into the "# of Appointments" set year to date, deals won YTD based off those appointments, etc. In each of the reports, there's a filter of "Appointment Date" = This Year. I read more
Hey all, sorry for the confusing subject line.. I'm looking to create a report for our sales management that tracks the time it takes our team to respond to inquiries/form submissions but doesn't seem to follow the conventional method that the d read more
Hey @McBainKD ! Thanks for sharing the detailed use case. The Community offers valuable insights from subject matter experts, but for a more comp...read more
Hi all, I have just discovered a new feature in one of my reports where I can compare graphs with the previous 92 days or year. However, when I save the report, I only see one graph?
I wanted to set benchmark value or the range minimum to maximum value in which the KPIs plotted in the chart can be. Basically, I wanted to see whether the KPI visualized in the chart is in the benchmark or limit. I wanted to show benchmark read more
Hi all! I'm trying to set up a report that allows me to see which deals have future meetings and which don't. So far I've set up a custom property "Future Meeting" to sit on the deal and has drop down options of yes or no. I've then set up workfl read more
@Riley1343 this, I think, is a limitation of deal-based workflows, unfortunately, I hadn't thought of that, to be honest. (It's unintuitive because...read more
I've set up the "share via slack" automation to share a dashboard report weekly on Mondays. AEs receive a reminder a few hours before to update the report. We've made sure to refresh the report several times after being updated, before the automatio read more
Hi @NJaramillo5 ,
This sounds like unexpected behavior and I would recommend flagging it with HubSpot support directly, in-app via email or ch...read more
Hello all, We've added "Target POV end date" and "Actual POV end date" to our sales deals in order to keep track of how often prospects get extensions to their trial periods of our software. However, as you can see from this screenshot, it's read more
Hi @Jay-Z ,
You should be able to specify that one date must before the other in a deal list: https://knowledge.hubspot.com/lists/create-acti...read more
Hello HubSpot Community! I'm new to HubSpot, primarily using it as a marketing tool for my organization. I work in sales at a consulting company, managing partnership sales, new business acquisitions, and internal cross-selling (collaborating read more
Hey Dave! A lot of this depends on how you're using the properties on each object. Are you tagging companies and deals as partners, internal contact...read more
My deal funnel report is reporting less deals than we actually have. I have reviewed several posts about the same issue here, and the solution always seems to be changing the configuration from "All" to "Any", however, my costumization options seem read more
Hi @NJaramillo5 ,
Your deal overview would include all deals, the funnel reports autofilter for records that have completed the first step wit...read more
Hi All, We need to create a data set that joins the deal and user objects. We have created a custom property called "Referred by" in the deal object. This field type is "HubSpot user." We have created a custom property called "Re read more
Hey @Janakan _ , happy Friday!
The issue might stem from the join setup or missing data in the "Referred by" field on deals. Ensure the "Refe...read more