Want to create an overdue tag for my deal pipeline on the below parameters. - I can set specific time frames in days, that we expect each stage of the pipeline to take. - Once a deal within the pipeline reaches that alloted time frame for that sta read more
It sounds like you want a tag that tracks how long a deal stays in a specific pipeline stage, not just based on the last activity. To achieve this, y...read more
hi i want to add meeting duration from logged meetings in my report but i can't find this property, there's call duration and conversation duration, but not meeting, please, can you help on that. even if i want to create a custom property for th read more
Hey @EGONZALOPALOM , Happy Monday.
Thank you for reaching out! I investigated more and currently, HubSpot does not have a native property fo...read more
I am trying to analyze which channels form my sales funnel that generates mot sales. For ex see picture below, the left pie shows the generated contacts based on source (google, email etc) the source is a specific contact property. The left pie sh read more
Hey all! I am searching for a view in companies view where I an see the deals assosiacted with the companies but also the deals that are won for every compnay, ideally a column in the view attacehed weher number of deals won is shown. Is this p read more
Hi everyone, I’m on HubSpot Starter and need to create a weekly report showing contacts created, broken down by a custom source property. Since I can’t use custom reports and the default "Original traffic Source" report doesn’t reflect this propert read more
Hi @Faisal_Nawaz ,
I'm sorry to be the bearer of bad news, but in the Starter subscription tier it's not possible to create custom reports bas...read more
Hi I'd like to create an activity (calls & meetings) report for my sales team and set the date to be last 4 weeks or last 30 days. Any idea how to do this? Tks, Neal
Hi @NDooly ,
if you want a custom report (anything not in the report library), that requires a Professional or Enterprise subscription: https://...read more
I've built a report that gets the average cumulative time spent in specific deal stages. On the side, I also have the avg time we should be spending on these stages. This is a fixed number. Is there a way / how can I compare the values I have in th read more
Hi @fabbriccontact ,
As @PamCotton mentioned, creating a custom property and report would be the best way to accomplish this. In this scenar...read more
Hi, I am trying to build up a report of deals not yet invoiced and can't find the way to do it. Examples below For example, Terri has £15,220.16 of sales but only £13,075.13 has invoiced therefore there is £2,145.03 un invoiced. read more
Hi @BRodriguez36 ,
Calculation properties can only reference property value of the same record they're being displayed on – in your case howev...read more
Hello, We are currently trying to create a report that list contacts as well as most recent note for each contact. However when i create this report its pulling all associated notes for the contact list. Is there a way to show only the most re read more
Hello Everyone, I am trying to remove all the duplicates from my HubSpot account sales initially when entered any records they created a deal first then a record after which every time a record got created a new company got created with it. read more
Hi @KNagpal9 , Yes, HubSpot only shows the most recent 2,000 identified duplicates and there isn't an easy way to see the total number when it i...read more
Hi all, Would you know how I could pull out a report that shows the breakdown of call outcome (connected, busy, VM, etc) for a given time range? Thanks
Hi, I understand that using quick filters or advanced filters on my dashboard shouldn't affect other users. My question is, if I click onto a report, adjust a filter, and hit "update existing report," will all other users see this filter now?
Hi @KWEBER1
Yes, as Frank mentioned.
Dasboard filters can be seen only by you or saved for everyone
but with reports if you afect the setup ...read more