Dashboards & Reporting

I created the above shown Deal view based on select filters. I want to automate either linking this view or a report to any deal owner who has a deal that falls under these filters. One support rep suggested adding it to a dashboard, but I don' read more

Hi all! The out of the box reporting for goals is very basic and I'm looking to create a pi chart for the total company goal broken down by individual contributors. For example the goal is $100,000 and you can see sales rep A has contributed to 50% read more

Greetings! I'm looking for help creating a Line Item Revenue report that can be exported to Excel, similar to the attached. (The data would be used for corporate revenue forecasting.) In summary, a view that shows every Line Item for all included read more

Is this possible? We are using PowerBI via datawarehouse and want to try adding those reports into a hubspot dashboard.

I have a report that shows a list of a signature name, company name, account lead, and account director. There are a lot of duplicates with these records because signature name comes from a ticket property. I am trying to figure out a way to only read more

Hello! I need guidance on building percentage-based dashboard reporting for “Success Talks” meetings, given limitations with meetings/activity reporting. Our setup Contact properties: Type = “Remote Professional” Start Date (date) read more

I am trying to created a calculated measure using Custom Report Builder based on certain condition. To Provide more context, what I want to create is that if a certain Deal meets certain condition, count the number of such deals and return a sim read more

Kia ora Team, Our organisation uses Deal Collaborators to list up to 4 collaborators at a time. We are running into issues when it comes to filtering our reports by these collaborators. Presently we need to filter our reports by Collaborator name, read more

This is driving me mad as I did this in my previous company but now I can no longer find out how I did it! I have created a revenue goal and can see the target line and our progress against it. Simple. I now want that same target line but in read more

Has anyone here successfully created a sales commission plan with an accelerator? For the last couple years I've been using a custom calculation property in deals to calculate commission at a flat rate. Recently we've added an accelerated componen read more

Hi, I have an issue with the list of companies that are displayed in my report. I would like to avoid sharing the report print-screens, but will try to describe the issue best I can 🙂 1. It is a custom report. Primary data source are deal read more

Below is what they want. How do I set up a dashboard with these reports? Total Deal Count Display the total number of companies evaluated across all stages. It should be clear at a glance how many deals we’ve seen through the pipeline, ideal read more