Hello, I have an requirement where I need implement an Document/Report for tracking the contacts count and deals count dynamically. How could I implement that? can someone please help?

I have a client looking to take this deal card view but being able to switch through their deals and its information from this view. Any plugins or ideas? They would like to view and a bonus to edit the information.  

I am currently evaluating Hubspot CRM. Is there a page where I can see my emails for all contacts (inbox, sent, deleted etc), along with a task list. I want to see this for all companies/contact. Basically a unified email and to-do list. I use t read more

I am looking at creating a dashboard/report for KPI's based on the following: My deal stage starts as 'Enquiry' progresses through to 'Won' I want to find out what my conversion is from all enquiries I receive to 'Won' - I'm not worried about w read more

hi everyone, how do I display "call notes" on my list view of contacts? I see I can choose "notes" and it can display as a column in my dashboard/list view of contacts but I can't seem to find "call notes" specifically the text under a logged call ( read more

Hi, I have the free CRM, I've added the property "closed lost reason " to the "closed lost" property. Can I create a report for closed lost resaon? The work around I have is by adding the colum to the "closed lost reason" when I'm viewing the pi read more

Hi team, I've encountered an issue with the dashboard's quick filter when applied to specific reports. The quick filter is intended to filter data across all reports on the dashboard. However, some reports are not being affected by the filter an read more

I would like to create a report where it will be easy to show Client / Companies and Deals created in a monthly structure. This report must show growth, health of business and help forecast needed numbers. TIA

Hi HubSpot Community, Contacts I create are not showing in reports. I am a teacher testing out the capabilities of a free HubSpot account so I can assign tasks to studnets as homework. I manually created a contact and ran a a successful read more

We have been doing the crm manually using excel now for recent sales we are using hubspot but we are trying to get our past data also into the plaform. But this is only for the purpose of report building. So what is the best way of doing this. Can w read more

Hello HubSpot Community, I'm experiencing a challenge with the deal stage reporting on my dashboard and seeking some advice or insights. Despite creating deals and meticulously updating each one according to our defined stages, the reporting too read more

I am unable to see my own activity when I go to my contact page. For example, I have sent emails, logged tasks, etc. and they are all visible on the contact pages of the contacts associated with them. However, when I go to my own contact page to read more