Hello, Is there a chance to create a report that will summarize how much time an average deal spend in each pipeline stage? Im looking for an average example: Stage X Stage Y Stage Z How much time a deal on average spend in stage X,Y,Z Regar read more
Hey, As mentioned above I have two different pipelines. How to customize deal information properties for each individual pipeline? So the pipeline one (when pressing deal) will display XYZ property, and the pipeline two will display ABC propert read more
Hi @jrtbv
Just adding to @karstenkoehler 's points and by way of explaining, pipelines and deals are seen as different things in HubSpot. P...read more
We're currently updating our reporting to move away from manually tallying data based on reports to show performance. I want to set it so that reports can display in order Highest - Lowest based on number fields. In one example, for our MTD reporti read more
Hi @RLewis51 ,
I don't have a good explanation why it's that way but you need to click the pencil icon for Sales Rep column, not the column ...read more
Hi everyone, New to this community but have been working very closely with Hubspot users over the last few months. We help improve sales forecasting and pipeline management by giving businesses real-time visibility into what's really going on read more
Our company has two separate Sales Pipelines. I'd like to see the combined funnel report in the dashboard so that I'd see the company's total count of deals in each stage on one funnel. Is that possible? At the moment we have starter but might up read more
Hi @hokkonen ,
HubSpot has functionality within the professional tiers to create custom funnel reports . However. you aren't able to select m...read more
Hi @LKhan ,
HubSpot does not have a default report for this, you would have to create a custom one. (This requires a HubSpot Professional subs...read more
I created a custom open text field called Deal Next Step to be updated by the deal owner to track the next step for the deal. I'd like to use Tasks to capture the next activities on a deal, and have these tasks auto-populate the Deal Next Step field read more
Hi @MThompson9 ,
Correct, with a Professional subscription, you could create reports which will give you that exact insight and, for example, ...read more
We use the Last Contacted field to monitor recency of contact, but increasingly WhatsApp is used to communicate with clients. Last Contacted doesn't capture WhatsApp synchs. Any suggestions on how to configure a report that would compare the date read more
Hi @AMcAuliffe ,
Thank you so much for reaching out to us! The Last Contacted property within HubSpot is a default property that cannot be ...read more
I've been looking for a way to be able to plan for potential work coming down the pipe and cannot seem to find anything integration/app wise that will simply allow me to determine when/if we need to hire based upon anticipated closed dates, resource read more
Hi @kschlau . I can share my experience at the Partner where I work. It's not as simple as what you're describing, because I'm not aware of an easy ...read more
have monthly KPI activity report as indiv dashboards. Would like to consolidate into a report. Indiv dashboards beginning numerous and how to group number of dashboards under one title?
Hi @BCarney ,
It's not possible to group dashboards at this stage. Dashboard exist on their own and cannot be merged or grouped into something...read more
Hi @MMcDaid ,
This dashboard won’t show the information about who has booked the meeting from your calendar rather this dashboard is for vario...read more
For Clarity: I make calls directly through my company's telephone, not on the make a call section in a users account. Also, My company has access to starter HubSpot. I want to know if there is a way for my calls made through my company teleph read more
Hi @ACronin .
When your calling feature is not integrated with HubSpot, it's a manual process. If two systems aren't connected, there isn't an au...read more