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SGahlot1 on September 21, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 21, 2023 01:41
Hi @SGahlot1 , This is currently not possible but other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Dash...read more
SMcGoldrick on September 20, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 21, 2023 00:28
Hi @SMcGoldrick , Could you give a few examples / share screenshots? It sounds like your region settings in Excel might be causing this, not n...read more
Rachel104 on September 19, 2023
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
0 upvote
1 Reply
Top Contributor | Diamond Partner
September 20, 2023 04:00
Hi @Rachel104 have you checked under Sales Analytics, in the Forecast & Pipelines section you have some reports around forecast and commits. Ma...read more
MHomere on September 14, 2023
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
4 Replies
Accepted Solution
Top Contributor
September 18, 2023 07:42
Thanks for the tag @DianaGomez ! Hi @MHomere , I hope you had a great weekend. I agree, putting both of those in a single report may not be possi...read more
DavidWatts on September 04, 2023
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
0 upvote
4 Replies
September 11, 2023 05:05
Thanks Mike. Would love to hear if you find anything in the new sales hub that tackles tracking net book extension on an annual basis.
PMawhinney2 on September 01, 2023
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
0 upvote
2 Replies
Thought Leader | Diamond Partner
September 05, 2023 08:05
Happy to help @MiaSrebrnjak ! @PMawhinney2 you could consider creating individual user dashboards for your sales team, it could include a pr...read more
Dlafarge on August 29, 2023
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
0 upvote
2 Replies
August 29, 2023 13:46
Thanks Josh! Indeed, filtering enables to focus on live deals only. That being said, it would make sense to me to stop reporting further contacts to...read more
KSwecker on August 28, 2023
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
1 upvote
4 Replies
Accepted Solution
Thought Leader | Elite Partner
August 29, 2023 08:53
Thanks for the tag @kvlschaefer 😊 Hi @KSwecker and welcome to the Community! I don't have a specific use case to share screenshot...read more
CBoyack on August 25, 2023
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
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
August 26, 2023 13:39
Hi @CBoyack , HubSpot has recently made this less accessible, it's a bit hard to find admittedly: Under Deal properties (3), s...read more
JLetellier on August 16, 2023
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
1 upvote
3 Replies
Top Contributor | Partner
August 18, 2023 09:16
Hello @JLetellier , The employees assigned will be a list and one employee can be assigned to multiple records, right? If so is the case, then...read more
AChapin on August 11, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 12, 2023 01:14
Hi @AChapin , For the first report, you'd leverage the funnel report type in HubSpot: https://knowledge.hubspot.com/reports/create-custom-fun...read more
05201 on August 08, 2023
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
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
August 09, 2023 08:20
Hi @05201 , At this time you won't be able to accomplish this through a report. There is an idea for this in the ideas form that has been mov...read more
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