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HWilliams4 on October 26, 2022
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
1 upvote
6 Replies
Accepted Solution
Key Advisor | Diamond Partner
October 26, 2022 09:53
Try this workflow layout:
MHenning1 on October 18, 2022
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
Accepted Solution
Hall of Famer | Partner
October 18, 2022 06:55
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
tillyvs21 on May 20, 2022
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.
1 upvote
2 Replies
Accepted Solution
Guide | Platinum Partner
May 20, 2022 03:57
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
tim_sakow on January 18, 2022
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
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 18, 2022 21:30
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
Matthew_Dreier on January 03, 2022
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
Accepted Solution
Hall of Famer | Partner
January 03, 2022 21:53
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
MThorslund on October 18, 2021
I am trying to setup a dashboard in Google Data Studio but experiencing problems with integrating a custom property made in Hubspot. Is it possible to import my own property to the dashboard or is it only the Hubspot pre-made properties that yo read more
Community Manager
February 03, 2022 21:17
Thank you John for sharing this info!
TheCloak on August 11, 2021
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
Community Manager
August 11, 2021 11:57
Hi @TheCloak You're very welcome! To the best of my understanding, there wouldn't be one property that would associate a Deal and Contact ext...read more
twinloger on March 22, 2021
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
Accepted Solution
Hall of Famer | Partner
March 23, 2021 00:26
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
fabien13 on November 01, 2016
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
0 upvote
1 Reply
Accepted Solution
HubSpot Alumni
November 01, 2016 06:54
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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