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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

Hello all Is it possible to send a dashboard as a pdf to a non hubspot user using workflows ? thy

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? Lire la suite

Hi There! I was wondering if there was a way to be able to track the time spent in meetings? Thank you!

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 Lire la suite

How can I choose which columns will appear when drill down into a dashboard report?

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 Lire la suite

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' Lire la suite

Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some Lire la suite