Dashboards & Reporting

Hi All! This might be a bit of a stretch, but I'm trying to create a workflow or report feature that alters a report filter on a schedule. For context, I created a report that displayed this year's cumulative closed deal amount, overlayed with read more

Hi everyone, I’m running into an issue related to PDF orientation in HubSpot and wanted to see if anyone has found a good workaround. We were initially downloading/sharing those reports as PDFs, but HubSpot seems to force a vertical orien read more

Hi Everyone. Has anyone tried to create a goal in HubSpot that tracks different dates from their standard fiscal year? I'm trying to create a new Goal in HubSpot to track the amount won per rep against their targets from 11/30-12/1. Otherwise, we ar read more

Hi All, I've noticed that no matter the sizing of my reports on a dashboard there is always a scroll bar for the report that only serves to hide the filters. I would love to simply not have this, if everything including the filters fits within t read more

Hi everyone, I need help creating a clean "Last CSM Touchpoint" date property. I have already built the reporting buckets (0-15 days, etc.) using a calculated property, but I am struggling to isolate the correct underlying data. The Goal: I want read more

Greetings! I'm looking for help creating a Line Item Revenue report that can be exported to Excel, similar to the attached. (The data would be used for corporate revenue forecasting.) In summary, a view that shows every Line Item for all included read more

My Situation I'm trying to accurately track ROI from our ad campaigns, but I'm running into an issue with how the Ads dashboard calculates revenue for our subscription business. Here's what's showing in my dashboard: Amount Spent: $X Revenue read more

I'm trying to build a report which shows the % of Closed/Won deals where propertyX = Y, by fiscal year. I think that a formula field should be able to do this, but I can't figure out how. Currently I can display a bar chart with two separate read more

Hi, I am trying to set up a report that shows the weekly activies of sales reps, with the peculiarity that it should display only category A activities. Since "Activities" is not a default object in Hubspot, I cannot create properties such as "A read more

Hi everyone, I’m trying to build a HubSpot report that shows call volume for ONE rep , broken down by day (Sun–Sat) , and I want it to auto-refresh weekly so it only ever shows this week’s calls . Goal: Calls made this week only Cal read more

Hi, Some times our deals can have two associated companies. For example, deal 12345 has two associated companies, one is Company ABC, the assoiation lable is ¨primary company¨, and the other associated company is Company DEF, the association lab read more

I am trying to created a calculated measure using Custom Report Builder based on certain condition. To Provide more context, what I want to create is that if a certain Deal meets certain condition, count the number of such deals and return a sim read more