Dashboards & Reporting

Hi Our sales team has annual target, for example $500K. This is tracked down on a Monthly milestone. Say for Jan they should achieve $3K. For Feb $5K. How does the $500K is calculated: if a sales rep achieved $3K in Jan. This means the acc read more

Good afternoon, Could you please advise on how I would create a new report show the deal stage on X axis & number of tasks open on Y axis. I would like to be able to get a list of closed deals (over a certain period of time) with tasks still 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

Hi there, I'm looking for a way to create a report where we can see the average sales activities on a company it takes to create a deal. To give some background, our sales team does quite some cold outreach (mainly calling, following up by email), read more

Hi everyone, This has probably been asked before, but I was struggling on finding a community post on it, so apologies if that is the case. Basically, I'm trying to figure out how I can set up a report to track 2 things: 1. Current reve read more

Hello, I am in need of creating the following reports, but I am unsure how to do so in HubSpot; Time taken to reach a certain deal stage Top 10 companies (based on revenue) Top 10 contacts (based on revenue) Can anyone help?

Pessoal, Conseguem me indicar a melhor forma de criarmos um relatório personalizado indicando o ciclo de vendas? Meu objetivo é compreender quanto tempo (em dias) levou entre a criação do "negócio" (deal) e a entrada na etapa "Negócio Fechad read more

Hello, I am looking at trying to report on when a quote is created, if a certain contact has been in contact with them within the last 30 days? I don't seem to be able to link a time frame of contact to the quote. So for example I can do a read more

Hi HubSpot Community, We are looking to create a report based on our Forecast Submissions as it relates to closed won for this year. Within the Forecast section we have created the templatized reports that increase visibility amongst our T read more

Hello! I was wondering if anyone has found a way to report on the average time it takes for a rep to email a contact back? I've only seem reporting for average time to engage with a contact which takes into consideration notes created, tasks, et read more

Looks like hubspot launched a new funnel report builder. It offers a lot of new functionality, but one critical insight that I can't seem to use anymore is culmulative conversion. I step-to-step conversion, but not cumulative conversion (similar to read more