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NKoller on March 04, 2024
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
0 upvote
1 Reply
Hall of Famer | Partner
March 04, 2024 08:33
Hi @NKoller , Optional stages are only available in the journey analytics: https://knowledge.hubspot.com/reports/create-a-journey-report ...read more
LNitti on February 27, 2024
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
0 upvote
3 Replies
Top Contributor
February 29, 2024 16:20
@LNitti I think you might be looking for the Product ID if your line items instead: Hope this helps! Best regards, Jonas De Mets ...read more
EMontgomery on February 26, 2024
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?
0 upvote
1 Reply
Top Contributor
February 26, 2024 14:17
Hi @EMontgomery , I believe you can solve this by creating 2 custom deal properties "Expected Deposit Date" & "Expected Deposit Amount". You ca...read more
Solved
JKLEJTMAN on February 09, 2024
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 09, 2024 06:27
Hi @JKLEJTMAN , When you say "sent", where exactly in HubSpot are you? Are you looking at deals? Here's what I'd recommend checking: ...read more
Solved
JCrowNM on February 05, 2024
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
0 upvote
11 Replies
Accepted Solution
Contributor
February 07, 2024 12:47
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
Solved
FlowAnja on February 05, 2024
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
Accepted Solution
Thought Leader | Platinum Partner
February 05, 2024 09:28
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
Solved
SReid1 on January 06, 2024
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
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 08, 2024 00:26
Hi @SReid1 , @SReid1 wrote: in HubSpot you can associate deals with other deals. This is not true, what makes you think this? 🙂 ...read more
Solved
AHinds on January 04, 2024
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 05, 2024 00:21
Hi @AHinds , Sure, navigate to Menu > Reporting > Reports > My reports > Create report > Single object > Deals ...read more
Solved
srobin54 on December 19, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 19, 2023 13:00
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
Solved
Petter on December 11, 2023
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
0 upvote
5 Replies
Accepted Solution
Most Valuable Member | Elite Partner
December 14, 2023 16:15
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
CHaniger on December 08, 2023
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
0 upvote
1 Reply
Participant
December 09, 2023 10:51
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
RHarrah on December 08, 2023
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.
0 upvote
1 Reply
Community Manager
December 08, 2023 16:59
Hello @RHarrah , thank you for posting in our Community! I want to share this knowledge with more information about: Create reports with...read more
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