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  • KNickolay on September 17, 2021
    1 upvotes
    2 Replies
    Hi! Why did HubSpot get rid of Forecast Probabilities? It looks like there has been a recent update that means the forecasting probability is now based on the deal pipeline stage. Is the forecasting tool now only using the deal stage probability?
    Reply
    Contributor | Partner
    September 26, 2021 08:21
    On the upside, there is now only one place to set a pipleine stage probability for both regular reports and sales analytics etc. On the downside, the...
  • DheerajP on September 15, 2021
    0 upvotes
    3 Replies
    Hi, We are trying to create a goals report by utilizing the goals feature but came across certain limitations -- goals cannot be displayed on bar chart and secondly goals value do not accept decimal numbers. So we kind of tried to create a b...
    Reply
    Top Contributor | Diamond Partner
    September 19, 2021 22:32
    @DheerajP How it will display 1.5 deals in closed won?
  • clvtross on September 13, 2021
    0 upvotes
    2 Replies
    I noticed that the Activity Assigned To filter, for example, does include all users in Hubspot. Is there a way to limit what users can be added to a report based on permissions or a team?
    Reply
    Member
    September 13, 2021 19:27
    A shared filter can only be edited by the shared filter's owner. ... Changing the ownership of a shared filter Choose > System. Click Shared...
  • Jorgen182 on September 09, 2021
    0 upvotes
    1 Replies
    Hi there, I was wondering if anyone knows of any integrations for reporting that support Custom Objects? I looked at Plecto and Databox but unfortunately, they do not have support for Custom Objects.
    Reply
    Top Contributor | Diamond Partner
    September 09, 2021 14:50
    @Jorgen182 We have custom object data on the roadmap for 2021 for our Power BI Integration for HubSpot . If you are unfamiliar with Power BI, it ...
  • Edyta7510 on September 08, 2021
    0 upvotes
    1 Replies
    Hi, Rounding numbers on dashboards may not be a native HubSpot functionality - has anyone found an app to do so? I just want to avoid displaying long strings of numbers with all the decimal points. Thanks
    Reply
    Community Manager
    September 08, 2021 13:19
    Hello @Edyta7510 , I will add some top experts to share their thoughts, @lynton @darynsmith do you have any integration suggestions for the @Ed...
  • Solved
    golfpromal on August 15, 2021
    0 upvotes
    2 Replies
    When you mouse over a chart displayed on a dashboard, and click, up pops a view called "Report details." I want to customize what is shown in this view. I have added some properties to the Data step while setting up the dashboard. They show up...
    Reply
    Top Contributor | Diamond Partner
    August 16, 2021 01:14
    Hi @golfpromal , Yes, this property is by default and there isn't any way to change it. Although seems like a good idea that we should be able to ...
  • KFowler1 on August 09, 2021
    0 upvotes
    1 Replies
    I created a lead funnel report showing YTD and then cloned the report split it into Q1 and Q2. The numbers showing in the 2 reports are quite different from the original. Any idea why? I have 320 SQLs in my YTD report but only 7 in my Q1 and 14 in Q...
    Reply
    Community Manager
    August 10, 2021 01:21
    Hi @KFowler1 Thank you for reaching out. I think it's probable that it's coming from your specified time range, as the contacts in th...
  • Solved
    CKoshkin on August 04, 2021
    0 upvotes
    1 Replies
    I have a specific set of Sales Dashboards that are set to be viewable and editable by everyone. However one specific user cannot see any data in this dashboard. The only time data shows up is if I make this person a Super Admin. I think it is a perm...
    Reply
    Most Valuable Member
    August 04, 2021 08:11
    Hi @CKoshkin , This sounds like the user doesn't have access to the records displayed in the report. Can you check whether this user has perm...
  • akwiec on July 30, 2021
    0 upvotes
    2 Replies
    We recently completed the first phase of our CRM integration (external CRM) and now there’s visibility in both platforms for lead details. A member of the sales team was wondering if we could log purchase history as a way to use this information...
    Reply
    Member
    August 03, 2021 05:10
    Thanks, John. Phase II of the integration between our external CRM and HubSpot involves mapping/syncing the deals/opportunities object between the tw...
  • Solved
    GKell on July 21, 2021
    1 upvotes
    2 Replies
    When using Custom Report Builder and looking to sum by Amount in Company Currency, my results are showing as a basic number, not as currency: However, when I use a Single Object report, it shows as a currency. What am I missi...
    Reply
    Top Contributor | Diamond Partner
    July 22, 2021 00:30
    Hi @GKell , Your reports is ok. You aren't missing anything, its just that this is how the reports show the amiunt for sum. Check SS for my report...
  • Solved
    JRobertshaw on July 19, 2021
    0 upvotes
    6 Replies
    Hi All, We have a situation where we have a number of stages in the deals process that require information from different team members. What we are hoping is that when a deal moves to a stage, it sends a notification to the sales member to fill...
    Reply
    Member
    July 20, 2021 20:25
    Apologies Karsten, You're completely right, got too excited about finding a solution I didnt read your solution right Thanks again!
  • Solved
    Edyta7510 on July 19, 2021
    1 upvotes
    4 Replies
    Hello! I really love pivot table reports as they are pretty flexible and can show different sets of data. There are just some downsides of these reports that I wasn't able to find solutions for. It's all about usability: - it's impossible to...
    Reply
    Top Contributor
    July 20, 2021 06:32
    @webdew thanks for your insights! I'll need to evaluate whether it makes sense to reduce the number of columns of this report by cutting it down in...
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