Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
KLempiäinen on August 08, 2022
Hello, I am trying to build a report showing how many sales activities it requires before we gain a new SQL. I tried creating a report based on this post but it does not work as I would like it to. It shows only some of the sales activities, f read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
August 08, 2022 23:24
Hi @KLempiäinen , I'd approach this slightly differently. I would create a report that copies the Number of sales activities into a Number ...read more
SLancaster3 on August 03, 2022
Hi, our Deal Stages appear to be in the right order in HubSpot however when I generate a Forecast Report by Deal Stage they are in wrong order. Any ideas? TIA
0 upvote
6 Replies
August 03, 2022 12:36
Perfect, best of luck. The HubSpot community is incredible. It helped me out when I was getting started!
JoshAlhat on August 01, 2022
I want to create a report which would help me understand: -Contacts that became deals -Then weather these deals were won/lost -I want the ability to filter down contacts based on certain properties(basically not all the 100s and 1000s of cont read more
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Elite Partner
August 02, 2022 01:22
Hi @JoshAlhat Contacts and deals are quite different entities, with a many to many relationship, which may make the kind of reporting you wa...read more
MHMedia on July 12, 2022
Hi, Does Hubspot have the ability to, in reporting, split a total amount of a potential sale into potential monthly revenue? Example: Project A will be over a period of 3 months. The project is worth £50k. Month 1 we expect £10k, Month 2 we read more
0 upvote
2 Replies
July 14, 2022 08:21
Hi, thanks for the reply! I think I found a solution using Custom Properties for Deals, and so far I think that is providing what I want. I can'...read more
JoeBurchard on June 17, 2022
Hi all, I'm looking for ideas/insights on how to create a report that visualizes how many unique contacts an individual sales team member must contact to create a deal. Further, the average sales activities needed to move to each stage of a deal p read more
0 upvote
2 Replies
Top Contributor | Partner
June 26, 2022 15:08
Hello @JoeBurchard and thanks to @MiaSrebrnjak for the invite. I am not sure there will be a one-way answer to your question. This is becaus...read more
MYuan on April 14, 2022
Is there a way to record and track, per deal: - projected monthly sales revenues - projected monthly sales volumes Such that I can run reports that: - roll up monthly sales revenues across all deals (for the next year) - or show projected mo read more
0 upvote
5 Replies
April 19, 2022 12:30
Thanks kindly @danmoyle ! I did indeed look into the recurring revenue object, though the volume info is not exactly recurring. It may be $1000/...read more
DLeBlanc on March 10, 2022
Hi Hubspot fam! I'm looking to build a report that measures the AVG number of calls it takes to get the customer on the phone. Having major blockers. Does anyone know a genius workaround?
March 11, 2022 03:18
Ups, nice point @karstenkoehler ! Never thought of that (we don't use this report) but as a quick fix we need to get to the base of it. We need...read more
SaifShaju on February 02, 2022
HI, I have prepared a sales report format according to my company. How can i get those or build up through HUBSPOT?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 02, 2022 22:03
Hi @SaifShaju , This depends on the subscription level you're on. If you're on a free or Starter license, you're limited to the report librar...read more
Edyta7510 on January 31, 2022
Hi All, Has anyone experienced the following? I have created a deal report on my dashboard. The total shows the sum of "amount in company currency" property. The total is X. When I extract data of this report into a spreadsheet, the total i read more
Top Contributor
February 01, 2022 00:31
Thanks @webdew I managed to find a reason why this was happening. There were a few deals with 2 line items (same item from product library but ...read more
Lisette1 on December 16, 2021
Hi all, We're using line items, but as there is a field for discounts, there is no field for 'overpricing' where a license is sold at a higher rate than the default unit price. When this happens, we adjust the unit price but to report on this i read more
0 upvote
3 Replies
Top Contributor | Platinum Partner
December 17, 2021 05:05
Hi @Lisette1 , This is an interesting scenario that I've not come across before 🙂 The only thought I had was could you have a custom property...read more
mmetros on December 06, 2021
We are using the Sales CRM application of hubspot and want to create many similar reports to what is available in Outreach.io. One feature that Outreach.io offers is reporting on contact dispositions. This is basically just a field that th read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 06, 2021 10:25
Hi @mmetros , Generally it sounds like what you're looking for are call outcomes . When you log a call, you can select an outcome afterwards:...read more
JVerzuu on November 26, 2021
Hi all, In my deal stages I want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I don't have a clear overview where we lose our leads in our sales funnel. An read more
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 26, 2021 06:10
Hi @JVerzuu , There is a default report for this in the report library. Navigate to Menu > Reports > Reports > Report libary ...read more
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.