Hi Community, I'm trying to figure out how to create commission reports in HubSpot based on the Lifecycle Stage conversion rates of contacts assigned to each insurance agent (sales rep). Here’s our commission structure (sample figures for refer read more

For one of my custoemr thier Latest Traffic Source Data 2 value is 262269760. Does anyone know what that relates too?

Hi, We have a custom object that tracks our accounts with useful data. 2 of the data points are installation dates of product A and it's extra module B. So some customers only have A, some buy B after a while and others buy them together at the read more

I have a forecast report that is two quarters out. HubSpot has last, this, next quarter as options but not two quarters out. I can solve this with some complicated custom coding, (in the process of) but I can't help but think there is a more e read more

Hi everyone, i have a question about Goal Report. i create a Goal by team, not users. and when i checked the report, the number of KPI value is not equal to the acutual number. do you know why? if the US team have 10 users, 5 of them have the read more

Hello all, I am creating a report for an email series that is showing the open rate, click rate, etc. Next to each rate, I would like to add the total number of opens, clicks, etc., as numbers, not percentage. When I add the #marketing email read more

Hi everyone, We’re currently working on building a custom report in HubSpot to analyze sales team activities—specifically focusing on emails and tasks. Our goal is to generate a breakdown of activities created by users, with the ability to differ read more

Is there a way to report on how many calls were made on a record before deal is won?

I want to build a report that shows the activity (calls, emails, SMS) of each sales rep and exclude any of that activity that is going to a Contact that is a "Customer". Basically, how many cold emails are being sent and outbound calls to non-c read more

Anyone know a way to export our list of custom reports like you would see on the reports page? We have several hundred so looking to put them intro one spreadsheet to view them better than paging through them on the screen.

Hi there, I have created a report in HubSpot that is based on Deals. I have created a separate list with all of the correct criteria to use as a filter, but when I apply this list membership filter in the report, it is only pulling 4 out of 5 of read more

Hello everyone, i need your helpppp! i want to create a dashboard, the X-axis is country, and the Y - Country is the crew number. the question is that, i want to get the HubSpot team for X-axis, the questions is that if i pull the data from parent read more