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Solved
Ye_Sithu on May 05, 2025
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
1 upvote
1 Reply
Accepted solution
Contributor
May 06, 2025 04:19
This situation requires multiple elements to be present before even attempting to build the necessary reports. Assuming that when you mention con...read more
LKelman on April 30, 2025
For one of my custoemr thier Latest Traffic Source Data 2 value is 262269760. Does anyone know what that relates too?
0 upvote
11 Replies
Community Manager
May 02, 2025 17:35
Thanks for your help, @karstenkoehler ! @LKelman -- is it possible that the record had previously been deleted and then recreated? Sometimes tra...read more
Solved
SVerheyen on April 24, 2025
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
1 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
April 24, 2025 05:43
Hi @SVerheyen You can create two separate reports using your custom object one showing the cumulative installs of product A and another for produc...read more
Solved
Ryan_VanStralen on April 22, 2025
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
0 upvote
3 Replies
Accepted solution
Participant
April 22, 2025 15:08
here's what I came up with in the interim ( saw this post from @paulcmaxwell that made me try a different way) If you’re trying to dynamical...read more
Solved
Jaylin on April 22, 2025
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
April 22, 2025 01:29
Hi @Jaylin , Indeed a seat is required, see here: https://knowledge.hubspot.com/reports/create-sales-goals To be assigned a goal, ho...read more
Solved
KristinSergieva on April 11, 2025
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
0 upvote
1 Reply
Accepted solution
Top Contributor | Platinum Partner
April 11, 2025 08:22
Hi @KristinSergieva ! I ran into the same issue before and apparently when you are adding analytics like clicks and opens you can't put them...read more
Solved
HS_Chathura on April 04, 2025
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
Accepted solution
Most Valuable Member | Diamond Partner
April 07, 2025 11:23
Hey there @HS_Chathura and welcome to the Community. Like @kennedyp my initial thought is in the naming convention. Each sequence you buil...read more
Solved
ASpencer0 on March 24, 2025
Is there a way to report on how many calls were made on a record before deal is won?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 24, 2025 13:13
Hi @ASpencer0 , Not retroactively (at least not without custom code), but going forward, yes: Create a deal roll up property that counts a...read more
Solved
TPaci on March 18, 2025
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
March 19, 2025 09:29
@TPaci you just need to drag and drop "Activity assigned to" into the "break down by" area.
Solved
CRosa on March 17, 2025
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.
0 upvote
2 Replies
Accepted solution
Contributor
March 18, 2025 06:40
Thank you, Karsten! Time to upvote it!
Solved
Linah4 on March 13, 2025
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
March 13, 2025 14:05
@Linah4 thank you - how exactly do you notice that there is a discrepancy? Can you confirm that the only and primary data source in the report is ...read more
Solved
Jaylin on March 11, 2025
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
0 upvote
1 Reply
Accepted solution
Guide | Elite Partner
March 12, 2025 05:14
Hey @Jaylin - Interesting ask, I don't believe there is an out-of-the-box way to build this in a report. My solution would be to create a custom ...read more
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