Hi folks, I am trying to creative a report based on deals phases, where a 2nd call is an optional phase, as in it is not always used to move forward. Unfortunately, every deal where this step has not been taken, is excluded from the report. 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
Sometimes we collect deposits on a portion of a Deal and I'd like to be able to forecast that revenue on my Dashboard apart from the balance since those two transactions may occur months apart. Any ideas on how I can do this?
Hi @EMontgomery , I believe you can solve this by creating 2 custom deal properties "Expected Deposit Date" & "Expected Deposit Amount". You ca...read more
Hello, From one day to the next, all my Contracts / Transactions that were in Sent status have disappeared. They are not even visible in the Companies or Contacts files (as if they had simply been deleted). Have you ever experienced this problem? I' read more
We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't read more
Just wanted to provide a concise recipe of what I did in case others have a similar need. 1. Signed up for the formula fields beta 🙂 2. Create a...read more
Hello everyone, we are experiencing difficulties with the creation of accurate reports. We have Sales Hub Professional plan. Our goal is to showcase the progress of deals moving through stages on a monthly and weekly basis as well as the percentage read more
Hey @FlowAnja
I'd suggest that you added some screenshots of your reports so that we can help you better.
Also you can get on a coaching sessi...read more
Hi all, in HubSpot you can associate deals with other deals. However, there is no way to report on this. Do you happen to know of a way to do this? We have created sample deals and are associating future deals to the sample deal and ideally, we woul read more
Is there a way to run a report that shows the current status of deals. All the reports I can see show deals that have GONE thru deal stages. It counts all of the deals that have gone thru a stage. What i require is the one report that shows a coun read more
So i have created this report, which is a basic deal report. I m including all datas..it should represent all deals per stage.. which is not the case at all. By default i use a single deal per company..as a startup a deal for me is just to have read more
Hi @srobin54 ,
What you're seeing is indeed due to skipped stages. This behavior is explained here: https://knowledge.hubspot.com/reports/dif...read more
Hi!
Anybody here knows how you can show the total MRR value (from multiple deals) on a Company based report or list?
I want to show which companies have the highest MRR in total - based on MRR value from multiple deals associated with the read more
Hey there @Petter . I created a Custom Report with Company as the primary object, and Deal & Line Items as additional data sources. Then I creat...read more
Hello! We are setting up our HubSpot SalesHub and we started dividing up into different pipelines - 3 total. We have also created various deal types. We still want at least 1 or 2 more levels of reporting and were thinking of utilizing the product t read more
Hi CHaniger , As long as you have access to the custom report builder , all these reports are easily achievable. Using the report builder, ...read more
I am trying to create a report that will show me the % of deals with a discount. I can get distinc number of deals with a discount and count of deals. I now want it to show me a percentage.