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Shoff on September 23, 2020
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!
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Diamond Partner
September 24, 2020 04:13
Hi @Shoff If you add the filter 'activity created by' to the standard activity reports, you can see by individual sales rep. For other repor...read more
NicoRlk on September 21, 2020
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
1 Reply
Accepted Solution
Hall of Famer | Partner
September 22, 2020 01:51
Hello @NicoRlk , This has been requested as a HubSpot Idea by a lot of others users here . There is a workaround for this using workflo...read more
arafat on September 20, 2020
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
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Diamond Partner
September 20, 2020 06:06
Hi @arafat If you have created the dashboard report (presumably a table listing closed won deals) then you can have it emailed to you regual...read more
shauryasolanki on September 18, 2020
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.
0 upvote
3 Replies
Accepted Solution
Community Manager
September 18, 2020 16:01
Hello @shauryasolanki At the moment you are only able to see deals ( Owned only/ Unassigned ). This means that only deals who your username ...read more
MMSFreynhofer on September 17, 2020
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
0 upvote
2 Replies
Accepted Solution
HubSpot Employee
September 18, 2020 06:23
Hey @MMSFreynhofer ! Thanks for reaching out! This would relate to any meeting activity logged on a contact record. So any meeting that...read more
Martha on September 16, 2020
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
September 24, 2020 05:43
Thanks Kira. Got it!
IQCS on September 10, 2020
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.
0 upvote
1 Reply
HubSpot Alumni
September 11, 2020 03:44
Hi @IQCS , Thanks for sharing! Let me know if there's anything the Community can help you with. Take care! Jess
gmoyle_kettleco on September 08, 2020
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
0 upvote
2 Replies
September 08, 2020 10:59
Thanks for the replay. I'm currently using the starter growth suite. Would I need the reporting add-on to do this? Thanks Gary
gio8888 on September 05, 2020
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.
0 upvote
2 Replies
Accepted Solution
HubSpot Employee
September 05, 2020 09:23
Hey Gio, In Reports, Date Range refers to the period of time you want to analyse, and frequency tab shows how it will display: Do you want to a...read more
dbovs on September 01, 2020
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
3 Replies
Accepted Solution
Community Manager
September 02, 2020 11:25
Hello @dbovs , Thank you for posting about this matter, I can confirm that currently, it is not possible to add that $ sign in front of Numb...read more
skinnl01 on September 01, 2020
I am trying to view a funnel report by lead type - I was expecting a standard one but just cant find one. Can anyone point me in the right direction?
0 upvote
1 Reply
Top Contributor
September 01, 2020 07:29
Hi @skinnl01 , Are you wanting to filter your funnel report by lead type? Or build a funnel report with the various deal stages leads go through...read more
MrIncredible on August 28, 2020
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
1 upvote
2 Replies
Top Contributor
September 01, 2020 07:26
Hi @MrIncredible , I love your name! Are there specific reports you are wanting to fit into PDF pages? Kind Regards Amy-Louise Senior Bus...read more
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