Dear Team, Is there a way to track the views on any specific dashboard or report - Meaning - How many team members are using the Dashboard or how many times a week/month the dashboard has been used? We want to do this activity to manage or read more

When exporting reports to Excel the date field does not match that of the date entered in Hubspot. In reporting, the format view Month/Year and then when exported it reflects the first date of the month instead of the actual date entered on the rec read more

Hello! I don't have a lot of experience with the forecasting tool. I'm trying to find a report of forecast submissions by date. I'm looking to make sure forecast submissions are up to date on a weekly basis. I'd like to be able to make a repo read more

Hi everyone! I was wondering if anyone has any tips for creating the following report: Of a rep's customer accounts, what % of those accounts have had a meeting in the last 60 days Of a rep's"owned" customer accounts, what % of those have rece read more

Is there any way to track growth in ARR that includes built-in growth in multiyear contracts? For example, if there is a deal that is priced in 2022 at $50k, 2023 at $75k and 2024 at $100k, can I the $25k increase in 2023 within the revenue tracking read more

HubSpot support has informed me that charts and graphs cannot be embedded in cards for the overview or sidebars for the company object. I'd like to create a user experience for sales users where they could click a link or easily create a YoY reven read more

Hello all, I am looking for a way to stop associating activities to a closed deal. Indeed, when we lost a deal for some reason I would like not to report further activities related to deal's associated contact or companies but Hubspot keeps feed read more

Hi all, I've set up customer marketing and advocacy databases in the past in hubpsot, but I'm doing it again and looking to crowdsource some innovative ways to go about it. I'd be looking for a set up to capture references, reviews, case studie read more

I'm trying to build a report that lists companies that do not have deals this year. I figured I could do: Close date is not between 01/01/2023 (MDT) and 12/31/2023 (MDT) or is empty But this lists companies that have had deals in th read more

Hello HubSpot Community, I am trying to find a solution for a reporting issue for which I have hit a dead end. Here is an example of what I am trying to achieve : All my properties are in contacts. One property determines if you are an experie read more

Hello, I am looking to build some more detailed lead conversion reporting. I would like to have a report showing what percentage of contacts we have have had deals created from them. Likewise, I would like to better track how many activities i read more

I need to create a report for Sales owner for their GM on point of sales. I have pricing estimate and Booking value (Amount) under a specific deal owner. I created a report based on the following that brings Sum of Booking value and Sum of GM in cur read more