I'm trying to create a Formula Field in a dashboard to get monthly averages for the year. - Each month I want to know how many contacts have a demo request date - Count the contacts each month - Then take the average of that on a monthly bas read more

I have a report which pulls Annual Recurring Revenue from Line Items on Closed deals. I have line items on that run 12 months from 1/07/23 on deal #1 (£57k) and 12 months from 01/07/24 on deal #2 (£57k). Yet the report is still counting the read more

if(([properties.hs_analytics_source] == "Offline sources"), "Sales", "Marketing") This doesn't seem to work and I don't understand why. All Test Formula values resulting in a sample output of "Marketing" I prefer to avoid a workflow if possi read more

Hi All, First time post here. We've spent a considerable amount getting our Hubspot implemented/integrated into our systems using their API (workflows, sequences, tasks, etc etc), but the reports are lacking and we desparately need these reports read more

I have a custom object "Corporate Trips" where we track the conferences that our sales team attends and we associate the companies and contacts that attend with varying association labels based on their conference attendance (i.e. Appointment Booked read more

Hallo zusammen, ich habe mehrere Fragen zu den Reporting-Möglichkeiten bei der Sales Hub Enterprise Lizenz. 1. Kann ich Daten ohne Zuordnung zu einem Datensatz an HubSpot übergeben? Ich möchte aus einem anderen System den Gesamtbetrag unse read more

Hi, I need your help. As a Sales Manager I'm looking at the Team Activity Timeline, to see if my team do a lot of activities. The problems is that the activities of one accountmanager don't come forward in the Report 'Team activity timeline' (I read more

I'm trying to build a report that shows me the amount of associated contacts at the start of this year, and the amount of associated contacts now. We're trying to determine which company has shown the most growth so far this year. I can't find a dec read more

Hello, I was wondering if there is a way to take a HubSpot user, and retreiving their first and last name, and putting it in a seperate property? I just want to have their first and last name in a single-line text field, rather than a hubspot user f read more

Hello hello, I have been wondering if there is a feature or any 3rd party tool which could help me creating a report to visualize not just the distinct count closed deals of a team but also the average per person linked to that team. (Number of read more

I have created a Health Score for all of our companies. I can see the history health scores of any individual company. I can report on the *changes* to the health scores of each company. I want to report the *average* health score of all companies, read more

Hi all, The new conversion reports are cool and everything, but I noticed that when I try to use date fields as filters I can no longer use (this year so far, this month, this quarter...etc) you either have to put a static date and maintain it b read more