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Dashboards & Reporting

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Solved

TVaz on July 19, 2024

Weekly Sales Activity report

Hi everyone, I'm trying to put together a report to track the sales activity, particularly the number of deals won, deals lost, and new deals created each week. I've tried using a single object report, but I'm not making much progress. I'm also read more

Reply Reports Settings

1 upvote

1 Reply

Accepted solution

Lucila-Andimol

Thought Leader | Platinum Partner

July 19, 2024 07:36

Hey @TVaz Have you seen the standard Sales Dashboards that HubSpot has? Deals won, Deals lost, Activity by owner/rep are included in most of t...read more

Solved

HWilliams4 on October 26, 2022

Calculating a Total Amount field for Deals and weighting this amount in Reports

We have two revenue streams attached to each of our deals and would like to combine these two figures in the "Amount" field. I'm aware that Amount is a pre-set field and can't be made into a calculation, so I have created a custom field called "Tota read more

Reply Dashboards Deals Reports Settings

3 upvotes

6 Replies

Accepted solution

christopher-RVO

Key Advisor | Diamond Partner

October 26, 2022 12:53

Try this workflow layout:

Solved

MHenning1 on October 18, 2022

Highlight reports on a dashboard

Hi! I'd like to be able to highlight certain reports on a dashboard. The scenario is we have a long dashboard filled with various pipe metrics, and there's a for example bi-weekly meeting. Could you enable a temporary set 'highlight' of individual read more

Reply Analytics Tools Dashboards Reports Settings

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 18, 2022 09:55

Hi @MHenning1 , This is currently not possible but you could request it from the product team by submitting a post to the HubSpot Ideas sectio...read more

Solved

tillyvs21 on May 20, 2022

Colour formatting / Conditional formatting on reports and lists

It would be great to make hubspot more visual either in Deal lists or in reports so that you can have colours for different fields to provide visual queues based on certain criteria.

Reply Settings

6 upvotes

2 Replies

Accepted solution

ChrisoKlepke

Key Advisor | Elite Partner

May 20, 2022 06:57

Hey @tillyvs21 , color coding deals or lists in general aren't a thing in HubSpot, unfortunately. One of the things you could do however is p...read more

Solved

tim_sakow on January 18, 2022

Private Shared Access to Reports

Currently it seems you can only have private reports or shared reports that are editable or view only access. It would be nice to have the ability to have a private dashboards that are shared with specific people. As it stands, there is no way to s read more

Reply Dashboards Reports Settings

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 19, 2022 00:30

Hi @tim_sakow , There are sharing options to accomplish that. Navigate to your dashboard and click whatever is shown at the top right corner u...read more

Solved

Matthew_Dreier on January 03, 2022

Personal Dashboards

I have created a sales opportunities review dashboard. Think of this like an out-of-the-box dashboard that keeps a new salesperson on track, provides them the info needed to prioritize their day and hit monthly goals, and ultimately gives the user a read more

Reply best practices Dashboards Settings Workaround

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 04, 2022 00:53

Hi @Matthew_Dreier , You're correct, there currently aren't any dashboard filter permissions specifically. If a user can access a dashboard, t...read more

TheCloak on August 11, 2021

What piece of data links the Contacts to the Deals?

I am building out some reporting on our customers / deals. I am currently using coupler.io which has been setup to extract the following: Google Sheets Sheet 1: Hubspot Contacts - extract of all contacts information Sheet 2: Hubspot Deals read more

Reply Developer How-To Reports Settings Workaround

0 upvote

4 Replies

AStefek

Member

August 21, 2023 04:05

Hi Everybody, I would like to open u this topic again, as I also struggle to find which value links contacts and deals together for our reporting. ...read more

Solved

twinloger on March 23, 2021

forecast - how to select a filter other than close date

Hello. we would like to use the forecast. it does not suit us that he selects deals only according to close date. We make contracts with clients for several years (etc, 2021, 2022, 2023). We divide offers into several years (etc, 2021, 2022, 2023). read more

Reply CRM Dashboards Enterprise Reports Sales Settings

4 upvotes

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

March 23, 2021 03:26

Hi @twinloger , That's indeed a limitation of the forecast section of the tool. It's simply not possible at the moment. If you want to r...read more

Solved

fabien13 on November 01, 2016

Where to track meeting activity

Hello I know the post : https://community.hubspot.com/t5/Inbound-Sales-Best-Practices/B2B-Sales-HubSpot-CRM-Contacts-vs-Companies-vs-Deals-Where-to/m-p/130#M3 in part answers my questions, but, not all of them. I am tracking the activity such read more

Reply CRM Deals Settings

0 upvote

1 Reply

Accepted solution

MayPascaud

HubSpot Alumni

November 01, 2016 09:54

Hi @fabien13 , thanks for your question! You're definitely correct in assuming that certain activity types have different functionalities in Deal re...read more

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