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Solved
SComeau on September 29, 2022
Is there was way to see a list of reports that are currently being e-mailed to users? We have over 900 reports and I need to know which are being e-mailed regulary so I can adjust some fields due to property changes in our CRM. This seems like a no read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 29, 2022 22:01
Hi @SComeau , This does not seem to be possible, unfortunately, see here: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and...read more
Solved
Krista21 on September 28, 2022
We have a sales development team and a sales team working in different pipelines but the sales cycle flows from the Sales Dev Pipeline to the Sales Pipeline. For example, a lead will get dropped into the sales development pipeline for the Sales Deve read more
3 upvotes
5 Replies
Accepted Solution
Guide | Platinum Partner
September 28, 2022 14:28
Hey @Krista21 , thanks for reaching out! This is an awesome use case. While it's true that there isn't default cross-pipeline reporting (since...read more
Solved
WDunaway on September 16, 2022
I love that you can click on the Deal Name in standard reports to take you to the deal. I created a custom report that combines deal properties with task properties, and there is no hyperlink to click for the Deal Name. Am I doing something wrong, o read more
0 upvote
2 Replies
Accepted Solution
Guide
September 17, 2022 04:27
Hello @WDunaway , For hyperlink of deal in report build using custom report builder you need to use property "Record Id" and then you will hy...read more
Solved
SComeau on September 14, 2022
Hello, We need to track activity on a certain list of Contacts. I was hoping I could import the list and run a report that will give me the activities for all contacts associated but I can't see where I can do that. Does anyone have a suggestion? S read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Platinum Partner
September 15, 2022 02:32
Hi @SComeau , this can be done using a custom contacts report. Select the activities you'd like to show within the report and then within the filte...read more
H-Hall on September 06, 2022
Hi Everyone, We have a Sales dash that tracks swimline rev, against goal but we're looking to add a summary page at the top. Does anyone know how to use a KPI report to show the MTD Revenue Closed Vs MTD Goal and the % variance up/down?
0 upvote
2 Replies
Member
September 22, 2022 08:27
Hi @H-Hall , have you checked out Kluster? It sounds like it'd solve this for you - https://app.hubspot.com/ecosystem/5165615/marketplace/apps/sal...read more
Solved
JPlante on August 30, 2022
Hi, I am looking to create a custom report. I would like the output of the report to be a list of contacts with the number of associated deals, notes. The contacts needs to be filtered by company, but when the filter in the custom report builder read more
0 upvote
2 Replies
Accepted Solution
Guide | Platinum Partner
August 30, 2022 15:52
Hey @JPlante , thanks for sharing! It sounds like you're trying to report on multiple objects at once (contacts, companies, deals, and activities). ...read more
Solved
JenP102787 on August 25, 2022
Hi! I'm new here and would appreciate some pointers! I'm trying to setup a report where I can use invoicing frequency, line items, billing frequency to calculate how much is generate month on month. For ex. Billing frequency is Quarterly Co read more
0 upvote
4 Replies
Accepted Solution
Guide | Platinum Partner
August 25, 2022 10:00
Hey @JenP102787 , thanks for sharing this use case! I'm not sure how you're currently storing revenue and billing info in HubSpot (or if you use a s...read more
CGreer2 on August 19, 2022
Hi everyone, New to this community but have been working very closely with Hubspot users over the last few months. We help improve sales forecasting and pipeline management by giving businesses real-time visibility into what's really going on read more
Community Manager
August 19, 2022 14:31
Hello @CGreer2 , welcome to our Community! I would like to add our top experts to share their feedback about it @Bryantworks @Josh any rec...read more
Solved
JBookspan on August 18, 2022
Is it possible to pull a report of say "average sales activities or calls prior to close dates"?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 18, 2022 06:32
Hi @JBookspan , The answer is yes...-ish. I answered a very similar thread here recently: https://community.hubspot.com/t5/Dashboards-Reporti...read more
DexterCE on August 12, 2022
Hi all, Hope you can help. We want to create a report where the Account Executives are shown on the x-axis, the number of deals on the y-axis, and the custom field 'BDR' (which represents the name of the business development rep who was involved read more
0 upvote
1 Reply
Community Manager
August 12, 2022 12:23
Hi @DexterCE , Thanks for reaching out! I wanted to invite our subject matter experts to this conversation to see if they have advice. ...read more
Solved
JAliber on August 11, 2022
Hello, I'd like to create a report that calculates the average time in stage of deals - regardless if they are alive or dead. I do not believe the default report that hubspot offers suffices my request. Also, it'd be great to vizualize this in a read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
August 11, 2022 21:27
Hi @JAliber , You're correct, either won or lost. If that's not sufficient, I've laid out a custom workaround here: https://community.hubspot...read more
Solved
KaRagh on August 10, 2022
We sell our customers a product one time and it is not a recurring revenue. Does hubspot has a property that can be added to a deal for these one time sales and can these be included as part of revnue tracking?
0 upvote
3 Replies
Accepted Solution
Guide | Platinum Partner
August 11, 2022 03:11
Hey @KaRagh , I see now what you mean. You've added the properties for the recurring revenue analytics beta and like to know if and how non-...read more
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