Hi amazing HS community. I've been scouring the forums to see if this is even possible. I keep finding information that is close, but doesn't quite seem to work or I can't access the feature as we are Professional not Enterprise (so I don't know read more

  I'm sorry to say it, but I feel like this app just keeps getting worse and worse over the years. There are continuous issues which feel like should have been resolved by now. I am still having the issue I've been having for a year p read more

Hi Guys, (Issue) How can we attribute a point or count to each update of the deal now? As there is only 1 deal owner. Many times when we have a single deal, we have multiple estimators in the team updating the deal value on a requote for t read more

Hi, I hope you're doing well. In our company, when a deal is won, a renewal deal may be created based on the terms of the original deal. The renewal deal's close date is automatically set according to the term of the original deal. I’m look read more

All - I'm trying to create a new view in the "Deals" section, but I don't want it to populate with any current opportunities - I want a blank slate to start. But when I create the new view it's auto-populating with opportunities. I Googled how read more

Hiya HubSpotters, I've been building an Adoption Dashboard for my organisation and I'm having trouble creating high-level reports that reflect overall engagement/"reach". We're an NFP that provides some complimentary and readily available resou read more

With all the manual updates/changes that happen to deals, we would like to show the total value of all invoices (on the same deal), compare that to the deal amount, and also total the line items (on the same deal) - to make sure all three areas matc read more

Hello! when i create a funnel report to get the conevrsion rate, is it possible to add the Deal amount?

I want to set up a report on how many of our qualified leads (from the prospecting workspace), turn out as sales (in our deal pipeline). And bonus if i also can see the amount those sales bring inn. NB: I have HubSpot professional, not enterpris read more

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

Hey! I have run into this a few times, this is the first time asking about it. I am trying to run a report on how many deals have two types of line items on them. For example line item 1 is one product and like item 2 is a different product. read more

Hello! i want to do a deal conversion report but the issue is that 3 months ago i added an initial stage to my pipeline, how can i make a report of all my data? because when i try to use the deal conversion hubspot report, it asks me to mark my "fir read more