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ClayB on September 24, 2020
Is it possible to a Trend Line to a line or bar graph. (Not a Goal line, but a Trend Line similar to Excel.)
12 upvotes
2 Replies
Member
March 20, 2023 11:11
This seems pretty basic, any word if this has been added in the past couple years?
fxholl on September 16, 2020
It seems like an incrediby simple report, but somehow I don't find in the library: I would like to see a report on my dashboard showing the number of deals created per month for a given pipeline ou a selected list of pipelines. Is that possível in read more
0 upvote
1 Reply
HubSpot Employee
September 16, 2020 08:41
Good afternoon! Does your subscription allow you to create a custom report? You can try the following: Create a single object repo...read more
APCJon on July 02, 2020
Is there a way to see how long a deal stays in a certain stage? I want to measure the conversion rate as deals move through the stages and how long it takes a rep to move the deal forward.
0 upvote
2 Replies
Contributor
July 10, 2020 11:53
This is something that I am also interested in. Do you have any examples of a report that would track 'time in stage' for all deals in our pipeline?...read more
AndrewCus on May 21, 2020
I need to run sales meetings and would like to pull reports from deals and sort by the deal properties. For example "all deals with partner X".. I can't see how I do that in Hubspot but unsure how I pull all our deal info out to do this in Excel or read more
0 upvote
1 Reply
HubSpot Alumni
May 25, 2020 05:06
Hi @AndrewCus , Thanks for reaching out. You can either use custom reports or directly filter in the deal dashboard. I also wanted to shar...read more
Solved
SteveMatlick on March 17, 2020
Hi, Is there a way to add a target line to charts in HubSpot? For example, if the sales team has a sales target for the month or the team is expected to have a target number of demos each month (which we log as calls) is there a way to set this read more
1 upvote
1 Reply
Accepted Solution
Key Advisor | Elite Partner
March 17, 2020 09:12
Visualization options vary across reports depending on what's being displayed. Some reports have a "Goal" option in the display options which is what...read more
Solved
007Dan on August 16, 2019
Can you report on previous months pipeline? I am looking to show pipeline trends.
7 upvotes
6 Replies
Accepted Solution
Participant
August 19, 2019 13:58
The best way to do this is to duplicate your current report and then adjust the report specific filters to "last month" over the current time period....read more
Solved
andrew_carroll on August 08, 2019
I want to report any Contacts/Deals that haven't had an activity in the last x days/weeks. eg: Last Activity Date IS NOT 14 days At the moment you can only select " IS " or a specific date which means you manually have to update the report read more
Accepted Solution
Member | Platinum Partner
August 08, 2019 08:53
Hey @andrew_carroll In my understanding, contact and deal filters have this limitation but if you are using Sales Hub Professional you can cre...read more
Solved
Nedder13 on April 18, 2019
All the close dates listed on companies are associated with the first deal we ever completed. How do you get them to be associated with the most recent deal?
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Diamond Partner
April 18, 2019 12:00
Hi @Nedder13 Companies have a seperate Recent Deal Close Date property that holds this information. Hope this helps.
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