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
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
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
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
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?
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
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
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
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
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
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?