Hello I'm trying to make a report on sent emails and opened emails by reps. But I can't combine the data in one report. Ideally it should look like this HS user Emails Sent Emails Opened Replies # (optional) Mike 58 21 1 Nick 120 read more

Hey All, Struggling to understand the best way to report on Meetings Booked for an SDR at my company. At the moment I report on if the meeting was created by their User ID. We had someone come through who booked a demo meeting on our website aft read more

Hey All, I was wondering if there was a way to change the date entered each pipeline stage. A few months ago my boss changed pipelines and moved from one pipeline to the stage that he thought they should go in, in the other pipeline however now read more

Hello community! I am offering a limited amount of free users in order for me to collect customer feedback. I built a sales dashboard and email reporting tool that fully automates sales performace tracking, KPI reporting, sales rep quota att read more

Hey All, I have a question on how to turn a goals report in to a Cumulative line graph. At the moment I its got a date on the X Axis and Ive got it as a line graph but I can't find the option to make it cumulative. Can anyone please show me wher read more

Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied read more

Hi Community, Looking for advice on the best dashboard / report setups for sales teams. Ideally would like to track individuals progress against goals being weekly sales, calls and meetings. I have had limited success when pulling these goals read more

Hey all, sorry for the confusing subject line.. I'm looking to create a report for our sales management that tracks the time it takes our team to respond to inquiries/form submissions but doesn't seem to follow the conventional method that the d read more

I want to set up a report on how many of our qualified leads (from the prospecting workspace), turn out as sales (in our deal pipeline). And bonus if i also can see the amount those sales bring inn. NB: I have HubSpot professional, not enterpris read more

Hoping someone can help me with a goal reporting issue. Very simply I want a line chart which is cummulative and shows the cummunlative goal for revenue, and the cummulative forecast for revenue. I have entered all of the revenue goals but the read more

Hi, I have created a some deal funnel reports looking at the last 365 days for various sales team members in the company (I specifically want the conversion rate information for each sales member). On all of these reports, no deals are showing i read more

Hi There I currently use the lead and deal funnel for customer outreach flow, however the stages are not nessacarily sequential. ie I have a stage "Stagnant" but a lead might not move through that stage if they go from connected to a deal. read more