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
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
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!
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