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 created a custom report based on Lifecycle Stage. The report looks fine on the surface but when I click on Lead and SQL I see that the contact in SQL is also shown in the Lead category. On the contact record, it shows as SQL. Why would it show read more

Our sales are all team based--not really individual owner based. Is there a report or a way to show sales as a whole vs sales per individual? All the reports I see are very person specific. Any help or direction is appreciated.

Hi! Is anyone doing any reporting against net new/first time meetings? We are trying to drill down into what rep activities drive new/early-stage conversations with prospects within our target accounts. As of now, I can only seem to report on a read more

We have one meetings link that is used by multiple sales reps in their emails - is it possible to view meetings booked by "deal owner" aka sales rep even though it's not their meeting calendar

This may be an obvious feature, new user here 😉 For Sales Reps, seeking to push active leads to their top of mind. Do you know of a report or maybe an Inbox (?) that will list hottest/latest email opens? Hubspot: Show me a list of my Emai read more

Hello all, Is there any way I can trigger a workflow when a deal is created without an associated company? I want to create a task for the deal owner to fix this and associate the correct account. Thanks!

Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more

Hello. Does anyone know of a way to track dashboard views? As in, how many users on the portal have looked at certain dashboards? Thanks, Ryan

Hello All, really hoping you can help, already looked at all the 'solutions' within the community but not sure i have the right terminology to even start my search for answers! I am trying to achieve getting the same Deals Table View for all users. read more

Hi, I'm not sure if i'm just interpreting this wrong, but I'm having difficulty calculating the actual conversion rates between each deal stage. I.e 100 deals get created, and 70 of them move to the next stage = 70% conversion rate. 50 of read more

Hi Community, I our report dashboard with the graph about "activity leaderboard" something is off. One user's emails (thus activity) is tracked under someone else username. Did anyone experience this issue and how can I troubleshoot and res read more