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
Hi @prashantgijare , A funnel report is designed to show things as they go down the funnel. For example, if you sent 100 emails, but 50 were ope...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 @bethhathorn ,
If you have any of the enterprise accounts:
You can create teams and add their members under Settings. You can pull lists, r...read more
When calls are made why are users in the system showing account owner not the user that is making the call in the productivity report? Is anyone else experiencing this and is there a way to fix it?
Hello @AnthonyKC
Could you please share a screenshot or provide us more details in what filters are being used in your report currently? And...read more
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
Hi @joshsidener ,
My recommendation is to use a custom call and meeting type labeled as First Meeting. You can then use that call/meeting type...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
Hi @Omnidek ,
Thanks for providing this information! I recreated this scenario in my test portal to determine if there would be a workaround...read more
Hello all. I have created a custom report to show the number of meetings per week for two sales reps. I've displayed the data weekly and filtered for a rolling date range of the last 30 days. The problem is, if we are half way through a given we read more
Hi Pam, thanks for the reply. It's actually the earlier dates that are cutting off that was the issue, not so much the "today" behaviour. E.g...read more
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
This a tricky one: How can I get a list (or report, or filter, or something) that shows contacts that I assigned a contact owner to? The HS folks said it's not possible at this time.
Yeah, we did that already. So while that'll create new records for each person that emails us (good), it also does the same for all companies sending...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!
@GustavoGGomes - Awesome Question! I figured out a way you can do this with just 2 workflows and one custom field. I answered this in my question ...read more
Hi, I want to report on all our deals in the sales pipeline and show the monthly change. In Excel it is quite easy to create: HubSpot: I cannot click on comparison. How do I do this in Hubspot? 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
I have this same issue and the accepted solution does nopt address the original question. I don't understand why it was accepted. Last Activity inclu...read more