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TLambert on March 31, 2023
Hello, I have a question about two hubspot reports, I think I am being daft but would appreciate knowing the reason. We have historically measured bookings per month (so Deals entering Closed Won & Job Number Created, both have probabili read more
1 upvote
1 Reply
Key Advisor | Platinum Partner
March 31, 2023 06:23
Hey @TLambert , thanks for reaching out! HubSpot deal reporting can get a little tricky depending on which date property you're using. I...read more
FMutele on March 08, 2023
Hi everyone, I want to create a report for a single lead-capturing form which will include all the feedback properties within it, and feed it to a dashboard. Anyone who can assist or HubApot does not have that capability yet?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 08, 2023 05:39
Hi @FMutele , The exact input from the form can only be viewed under Marketing > Lead capture > Forms , in the Submissions tab. ...read more
CAusten on February 22, 2023
Hi all, We have 3 sales reps and I want to create a report that shows the total deal value that each of them is producing at our proposal-issued stage each week. So that we can track that against deal value signed each week per sales rep. Any hel read more
Accepted Solution
Hall of Famer | Partner
February 23, 2023 06:31
Hi @CAusten , Have you set up your report exactly as shown in my screenshots above? For the frequency dropdown to appear, you must have the ...read more
JHenry6 on February 06, 2023
Hi HubSpot Community, I am trying to create a report for our BDR's who are booking demos through a HubSpot meeting link that is connected to their account executives calendar. Has anyone successfully done this? Ideally the report would show read more
Community Manager
February 07, 2023 07:34
Hi @JHenry6 , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any...read more
SBash on January 25, 2023
Is there a way to include all data but only show two years on a graph? So my graph would start where we were at the beginning of 2022 and then detailed data from then on?
1 upvote
1 Reply
Accepted Solution
Thought Leader | Elite Partner
January 25, 2023 09:58
@SBash short answer: yes. Depending on the datga source, a "create date" filter can include "is after" and a sepcific date: Hope that ...read more
FMia13 on January 04, 2023
Hi, When I'm in List View where all my companies/contacts are visible, some companies have a country associated with them but others don't. When I click to view the profile of on the ones that don't have a country - in their profile settings the read more
0 upvote
9 Replies
Accepted Solution
Hall of Famer | Partner
January 04, 2023 02:52
Hi @FMia13 , You're looking at different objects / fields: While this list shows the associated company, it shows the country ...read more
Salytix on January 03, 2023
Hello, I represent the team at Salytix, who have created a real-time dashboard for you to have in your office, or on your phone. It simply displays your sales team's results in a day, week, month, and year fashion. Our product is currently under read more
0 upvote
2 Replies
January 04, 2023 04:13
Than you for the support 🙂
kvlschaefer 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
8 Replies
Accepted Solution
Thought Leader | Elite Partner
December 02, 2022 13:32
Great advice @kvlschaefer - love this! The premade reports are a lifesaver. I'd also think ahead and prepare for the end of 2023 if someone's feeli...read more
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
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
3 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
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
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
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