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Dashboards & Reporting

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Solved

SteveMatlick on March 17, 2020

Ability to add target line to charts

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

Reply Sales Content Analytics

1 upvote

1 Reply

Accepted solution

ConnorSlivensky

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

Historical Pipeline Reporting

Can you report on previous months pipeline? I am looking to show pipeline trends.

Reply Sales Content Analytics

7 upvotes

7 Replies

Accepted solution

SalesIsScience

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

Being able to highlight if any Deal activity hasn't happened in the last x days/weeks

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

Reply Sales Content Analytics Sales Dashboard Sales Team Productivity

4 upvotes

7 Replies

Accepted solution

adeelfaisal

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

Close Date

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?

Reply Sales Content Analytics

0 upvote

1 Reply

Accepted solution