Dashboards & Reporting

cancel
Showing results for 
Search instead for 
Did you mean: 
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
  • 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
  • OZeno on September 14, 2021
    1 upvotes
    2 Replies
    Hi, I was wondering if there is a way to have more than 10 sales reps' emails/calls show on the Activity leaderboard by sales rep in the dashboard? Also, Is there an easy way to view the emails/calls made by each sales rep individually (regardle...
    Top Contributor | Diamond Partner
    September 14, 2021 21:16
    Hi @OZeno , Please clear this for me, that you want to see all your reps on the report making call/emails. If it is the case then while creating a...
  • Edyta7510 on September 08, 2021
    0 upvotes
    1 Replies
    Hi, Rounding numbers on dashboards may not be a native HubSpot functionality - has anyone found an app to do so? I just want to avoid displaying long strings of numbers with all the decimal points. Thanks
    Community Manager
    September 08, 2021 13:19
    Hello @Edyta7510 , I will add some top experts to share their thoughts, @lynton @darynsmith do you have any integration suggestions for the @Ed...
  • MSanchez2 on September 02, 2021
    0 upvotes
    1 Replies
    Hi there I've created a report to show all the deals, classifying them by the stages of the sales pipeline. However, the deals made for a specific stage are not visible in the corresponding stage of the report. As you can see, there are 8 deal...
    Top Contributor | Diamond Partner
    September 02, 2021 21:01
    Hi @MSanchez2 , The report you have created is a funnel report. It will show you the deals that have gone through the stages of your pipeline. You ...
  • Solved
    GKell on August 17, 2021
    0 upvotes
    2 Replies
    I have created an automated email to send a Daily Sales Stats dashboard to my team, but because the email has the exact same subject line every day, it gets threaded and doesnt show up as a new email in my users inbox. Would be nice to have even a s...
    Top Contributor | Diamond Partner
    August 18, 2021 01:05
    Hi @GKell , Once you set up the emailing dashboard, it will create a thread in your inbox but not a new email everyday. Its a default thing and un...
  • Solved
    FNewald on August 16, 2021
    0 upvotes
    5 Replies
    I would like to create a dashboard and reports to see how many deals were created from my contacts. Afterwards I woud like to see how many were sent to the stages "closed won" and "closed lost". The problem is, that there are many different pipeline...
    Most Valuable Member
    August 16, 2021 06:22
    Hi @FNewald , If you're simply interested in the number of won deals in this very moment, that's possible. Navigate to Menu > Reports &...
  • Solved
    FNewald on August 05, 2021
    0 upvotes
    4 Replies
    Is there a possibility to create a dashboard where I can see if and which deals are copied to another deal pipeline? So that I can see which deals moved to another deal pipeline?
    Most Valuable Member
    August 08, 2021 20:45
    Hi @FNewald , You wouldn't be able to create this for a whole pipeline unfortunately, you would only be able to create a report for one specif...
  • Solved
    Edyta7510 on July 19, 2021
    1 upvotes
    4 Replies
    Hello! I really love pivot table reports as they are pretty flexible and can show different sets of data. There are just some downsides of these reports that I wasn't able to find solutions for. It's all about usability: - it's impossible to...
    Top Contributor
    July 20, 2021 06:32
    @webdew thanks for your insights! I'll need to evaluate whether it makes sense to reduce the number of columns of this report by cutting it down in...
  • Solved
    Long_Nguyen on July 05, 2021
    0 upvotes
    7 Replies
    Hello, When I choose to receive the dashboard via email, I face the trouble with the display of the dashboard. In detail, please have a look at the image below, you will find that the column header does not fully show the value of the text. Th...
    Top Contributor | Diamond Partner
    July 06, 2021 01:12
    Agree with @karstenkoehler here @Long_Nguyen . It is because of the number of columns in your report. Try reducing them.
  • LizCoralli on June 22, 2021
    2 upvotes
    0 Replies
    Dashboards hold the most up-to-date information about how your teams and strategies are performing, and HubSpot wants to ensure you can add a filter to provide additional context and showing your stakeholders the most revelent insights. Enter: the ...
  • Solved
    Edyta7510 on June 08, 2021
    0 upvotes
    7 Replies
    Hi All, I've been struggling to get this right, perhaps some of you may help. I'd like to generate a simple report showing revenue by company. Some of the companies from my list are "parent" companies (as on the example below). In the same tim...
    Community Manager
    July 14, 2021 07:35
    Great workaround 👍 , thank you for sharing @Edyta7510 !
  • Solved
    mzberger on June 03, 2021
    1 upvotes
    2 Replies
    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 ...
    Participant
    June 03, 2021 05:30
    Thank you Karsten!
  • Solved
    toebes on May 31, 2021
    3 upvotes
    1 Replies
    I have created a dashboard with different deal and company reports. I added a new report, this time from the custom report builder. I use the dashboard filter function (team, data range, owner) a lot. However, these global filters do not work with...
    Most Valuable Member
    May 31, 2021 04:27
    Hi @toebes , This is unfortunately not supported yet, see the yellow infobox here . "The dashboard filters do not work with [...] any reports...
Recent contributors
1023
Posts
425
Solutions
Create post
Recent contributors