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  • DheerajP on September 15, 2021
    2 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...
    September 16, 2021 03:19
    Thanks for the reply @webdew . Yes, I came across this limitation. Is it possible to implement this in any other way. One way I tried was settin...
  • dmattauch on September 14, 2021
    1 Replies
    It seems like i can't average the number of daily calls in the report : Is there any workaround? I want to know the average number of daily calls per sales agent. Many thanks David
    HubSpot Employee
    September 14, 2021 13:42
    Hi @dmattauch Thanks for reaching out! Averages can be applied to eligible metrics (numeric fields) in the custom report builder. For # of ...
  • Solved
    LRhodes on September 13, 2021
    3 Replies
    Is there a way to ensure that the only activities/metrics displayed on a user's dashboard are for their own (or their team's) contacts/companies/deals? For example, Rep A should only see his sales revenue vs. last year's value, not have access to th...
    September 15, 2021 14:00
    @dmattauch This is exactly what I needed. Thank you!
  • KHughes2 on September 10, 2021
    2 Replies
    Hey looking for help with a problem, Whenever we add a deal to a contact we send that contact an email (using the deal workflow). Our marketing team wants to know if those who get this email are more likley to move to the second stage in our (cu...
    Top Contributor | Diamond Partner
    September 14, 2021 13:35
    @KHughes2 I'm looking into this for you. It's a little deeper than I usually help with, so it may take a day to get back to you. Just wanted you to...
  • JennaWB on September 09, 2021
    2 Replies
    Hi - I am working on creating a report that shows the deal source (a new property I created) broken down by the companies that are our prospects. The report is a custom report using both deals and companies. I am running into an issue with man...
    September 10, 2021 15:52
    Thanks @PamCotton ! All deals were associated with contacts and companies. I just went in to look and it looks like the issue has resolved itself. ...
  • Edyta7510 on September 08, 2021
    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
    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...
  • dmattauch on September 07, 2021
    1 Replies
    Hi, I can do a "days to close" reported based on closed won. I'm trying to do the same kind of report on the previous deal stage. How long it takes on average to get to that deal stage. I have the "time in deal stage" report but i don't ...
    Community Manager
    September 08, 2021 01:07
    Hi @dmattauch Thank you for reaching out. I want to tag some of our experts on this - @NicoleSengers @Mike_Eastwood @StefaniUAT ...
  • Shaywood on September 04, 2021
    3 Replies
    I am trying to run a report that will show how long a deal stayed in each deal stage. Does anyone know if there is a report that will show that info or how to create one?
    September 07, 2021 01:54
    Hey Shaywood, I think you can only do it in chart. What i do alternatively is to create a property "day of (stage)" for each deal stage Then ...
  • MSanchez2 on September 02, 2021
    1 Replies
    Hi there I've created a report to show all the deals, classifying them by the stages of the sales pipeline. However, the deals made for a specific stage are not visible in the corresponding stage of the report. As you can see, there are 8 deal...
    Top Contributor | Diamond Partner
    September 02, 2021 21:01
    Hi @MSanchez2 , The report you have created is a funnel report. It will show you the deals that have gone through the stages of your pipeline. You ...
  • BLaul on August 30, 2021
    1 Replies
    Hi, we are firing multiple emails to our users manually (they are all our current users). I am having a hard time tracking how many emails am I releasing in a day. Secondly, of those emails, who all users are clicking on my email and opening any li...
    Top Contributor | Diamond Partner
    August 30, 2021 21:27
    Hi @BLaul , You can create a report from the report library: Report > Select Sales team (on the left hand side) > Find this report : Activit...
  • Solved
    NHoff on August 27, 2021
    5 Replies
    Hi, I am having trouble building a report for deal stages the way I want it so am hoping I find an answer here instead... I am looking to build a report that shows me the total (or average) time deals have spent in each stage until they were conver...
    Most Valuable Member
    August 27, 2021 02:52
    Hi @NHoff , That's exactly what the "Deal time spent in each stage" report in the report library is showing 🙂 Are you missi...
  • Solved
    dmattauch on August 24, 2021
    2 Replies
    It sounds like a simple report but i've been struggle for 1 hour on this. I can see the emails today I can see the contacts currently in sequences But what i want to see in a report is the email scheduled for x days that are sequences emails. ...
    August 25, 2021 03:05
    thanks Karsten
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