I need to create a report that shows me all the contacts who do not have a specific Deal (Deal Name = Deal 1), but have one or more specific Deals (Deal Name = Deal 2 or Deal 3 or Deal 4). I have tried to do it in several ways, but without success. read more

Hey everyone, I am trying to create report on development in our pipeline with two views, one is total amount of deals with closed date till the end of year and one with rolling 18 months view. basically we will be capable of seiing if the sales read more

When creating reports on a HubSpot dashboard, my end goal is to be able to export those identified contacts to a list. Sometimes a report does not have this option (it's usually in the top right, titled Use in list ). Why do some reports have this read more

Hi community, I'd like to set up a report (or funnel?) that easily shows me the amount of contacts that have went from my custom "Meeting Booked" call outcome, to going on to attending my meeting and eventually whether or not a contract is signe read more

Hi HS Community - I'm looking for help with a reporting question. We have a deal stage called "Proposal Prep" and a custom date picker property called "Proposal Due Date," where our sales reps set a goal date for sending out a proposal. We've noti 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! I wanted to know what is the best way to track contacts created using the attribution report when you are using an integration. The user is using Appollo to send out outbound marketing emails and would like to find a way to track contacts cre read more

Hello everyone, we are experiencing difficulties with the creation of accurate reports. We have Sales Hub Professional plan. Our goal is to showcase the progress of deals moving through stages on a monthly and weekly basis as well as the percentage read more

Worked the problem - it was there all the time. Learnings. Hello, First time community post for me! I need to pull all Deals by Opportunity Type from our instance of Sales Hub Starter in preparation for a migration to Professional. My p read more

Hey guys, When I view my deals in my sales pipeline and if I click on advanced filters > add filter > deal collaborator > is any of me paired with my original filter of 'deal owner is any of me' When I apply this filter I only see deal read more

Good Morning I am looking to create a map of current customers, by postcode. I have created this in a previous company who did not use Hubspot, by importing a csv file into Google maps, this then allows you to colour code different categories o read more

Hello HubSpot Community, I'm reaching out in hopes of finding a solution to a customization issue we've encountered within our HubSpot setup. Our business operates on two unique fronts: product sales and secondment. These distinct functions have read more