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

My deals page only shows 33 deals whereas in reality there should be around 500 what I the issue I already discussed the matter with your chat support he said to post here please help.

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

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

Hi there, I have set up a pipeline, a pretty basic one that almost comes from the original hubspot set up. And I added a couple of reports to my dashboard. The issue is that the reports do not retrieve the information from the pipeline correctly. Th read more

I want to combine data to show "success rate"We log all calls, and have a graph for that. We also have a view showing both calls this month and last month (pr. day) to compare. The main purpose (phase one) for the sales people is to book meetings/p read more

Does anyone know how to create a Dashboard/Report for Deal movement by stages. Our deals don't necessarily move in all stages and they skip stages in between. I would like to analyse the monthly movement of the deals/Conversion ratios and Win %. Una read more

Once upon a time there was a handy little filter called, "Created by user ID" that has mysteriously dissappeared. Though tracking down the User ID took some digging, it allowed us to generate a deal report by the user that created deals on a monthly read more