Hello HubSpot users! I would like to create a dashboard for a particular sales person. I'd like to see how many emails sent, meetings set, calls made, deals created. How do I create it for an invidiudal with these parameters? Thanks in advance!
Hello, I am trying something that look simple to me but ... isn't finally. I am selling 2 kinds of subscriptions : standard and premium. I would like to create a view filtered by one of this products. I can't find how / where I can add a filter read more
I want to know how many deals were closed won in the last 3 months. I want the notification via email. In the single email, it should mention all the deal names with deal owners and deal amount. I can create a dashboard view, but I want a recurr read more
Hello, I am struggling to find out how the "Meetings booked totals by day" report (free Hubsport version) works. Specifically, does it report only on the meetings booked via the meetings tool (where prospects can book a time in a connected Go read more
You can email reports directly from your dashboards in your HubSpot portal. E.g. Sales productivity reports for Sales Managers.
By navigating to the dashboard you would like to send out and hitting "actions > email this dashboard" you can f read more
I found that some of my reports didn't list current Deals. After speaking with Support, found the error with the date ranges. If I set the filter to Rolling Date Range with 365 Days, it will not display deals created today.
I'd like to create a dashboard in Hubspot that reports on the total number of deals by stage filtered by location (I have two showrooms that are listed as a custom contact property which I'd like to use as the filter) Is this possible or would I read more
Hubspot newbie here. In most dashboard reports you would have a date range and a frequency. How do they work together? What would be the the difference for example between date range = monthly, freq = daily vs date range = monthly, freq = monthly.
When I export pipeline reports into a spreadsheets that contains a dollar value currency column, a $ is not inserted into the cells in the column. I then have to take the extra step of formatting the cells to insert the $. It would be great if this read more
I'm not so concerned with font size. Is there a Report setting somewhere that I can specify the page size and that I want to fit the report to the pdf page? And I DO NOT want to have to manually adjust a CSV or Excel fit to get this basic report f read more