Hello there! We are tracking the conversion rate between lifecycle stages per month (in this case how many marketing leads convert to sales leads), and I found a fantastic report that mostly gets me what I need (showing me all contacts that have bee read more
Hi @KMcKenz ,
For this particular visualization, that's correct and there aren't any ways around that within one report. However, you can crea...read more
Greetings, Since I've encountered this exact demand in my work, I wish to know if it's possible to monitor who deleted what element in Reports. I wish to create a dashboard monitoring all deleted elements (deals, proprieties, contacts, comp read more
Hey @HNouch thank you for posting in our Community!
HubSpot provides an Audit Log feature that records various user actions, including dele...read more
Hello all, I'd like to recreate the default Reports, although I just checked via Chat with a HubSpot Representative that it's not possible at this time to simply duplicate and customise these. Does anybody have any idea (preferably screensho read more
Thanks for the tag @PamCotton - +1 for the resources and screenshots from @HubSpot_Corey here. Nothing more I can add. Hope it worked out, @Tom_...read more
Hello! I'm trying to figure out how to build a report that allows me to see, by week, the percentage of leads (that already became MQLs) that are converting to MQLs within the 1st week, 2nd, 3rd, nth... I can see the average time it takes f read more
Hello @justinlu ,
Alright, this can be achieved with the custom equation syntax of calculation properties: https://knowledge.hubspot.com/prop...read more
We're having a hard time making it available for leaders to have visibility into the metrics in the structures below them Currently we have a macro team, such as Team A, this team A has 3 other managers who take care of 3 other teams, for exampl read more
Hi @Arnunes It seems there might be a mix-up between visibility settings and the use of ownership in your reports. The visibility level should ...read more
How can I establish measurable service KPIs, implement automation to streamline service processes, and leverage HubSpot's reporting? Any insights, strategies, or case studies to share on optimizing service goals within the HubSpot platform? read more
Hey @Susancolleman
Kindly go through this article here this is a great resource if you looking to create and measure service goals: https://...read more
Hey @Kjones11 you can create custom reports using the filtered meeting data. By selecting the appropriate filters and metrics, you can generate r...read more
Hello! I wonder if this notification within the dashboard sharing means that we will soon be able to set filters and send automated dashboard emails with the filter enabled? "“Send with filters” will be removed from this menu soon. In the futu read more
Hi @SKuentzel ,
Thank you for clarifying your inquiry. The functionality I previously mentioned should work similarly for recurring or sched...read more
@Arnunes that's the single object report builder I referred to in my reply. Once you click on "the Data step" at the bottom, you can add more prope...read more
Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there read more
When using the dashboard, I can see that the data from my 'deals' sales pipeline is incompletely visualized in the template graphs. For example, I know that more than 20 deals have been signed in the last period (as indicated by the filter), but it' read more
Should I report this as a bug? If yes, how can I do this? I think it would be a nice fix to also have deals in the report (coming from a template) th...read more