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  • Solved
    MFreeman2 on August 19, 2021
    0 upvotes
    1 Replies
    I have a need to filter out the non-qualified leads from my win-loss report in the sales report section. I use it for tracking performance of staff and our use case means that unqualified leads should not be included in the data. I do not see a way ...
    Most Valuable Member
    August 19, 2021 22:12
    Hi @MFreeman2 , Could you please share the exact name of your report and/or a screenshot, pixelating any confidential information? Also, could...
  • Amele on August 18, 2021
    0 upvotes
    2 Replies
    Ciao ragazzi, abbiamo iniziato a utilizzarte Hubspot in azienda da qualche mese Sono convinto che le rali potenzialità dello strumento sono elevate, ma noi non lo stiamo sfruttando bene. Penso che sia dovuto a due fattori: sicuramente noi non siam...
    Top Contributor | Diamond Partner
    August 24, 2021 01:22
    Hi @Amele , You can refer to this KB article here to create the dashboard: Create and manage your dashboards (hubspot.com). HubSpot is a very ro...
  • Solved
    lesleyahall on August 03, 2021
    0 upvotes
    2 Replies
    Is it possible to see a record of changes to a deal's Close Date? Our deals frequently get delays due to being complex buying decisions, so Close Dates are frequently pushed back, sometimes several times over many months. When doing monthly ...
    Participant
    August 05, 2021 07:45
    Thank you so much for taking the time to respond @karstenkoehler . Your answer has been really helpful 🙂
  • DMaggs on July 25, 2021
    0 upvotes
    1 Replies
    Is there a way to filter the sales stages to show those that are untouched for a specified number of days?
    Most Valuable Member
    July 25, 2021 22:06
    Hi @DMaggs , Are you referring to deals in your pipeline? I would understand sales stages as the pipeline which in itself cannot be touched/un...
  • Solved
    PPopal on July 05, 2021
    0 upvotes
    3 Replies
    Hello Community, I have a simple deal stage report - clicking on the different deal stage i can see all the deal names (report details). My question: how can i add some new fields to thies report details (at this moment i can only see the pipeli...
    Member
    July 08, 2021 06:44
    Many thanks for your help! Peter
  • Solved
    AV79 on June 25, 2021
    0 upvotes
    4 Replies
    Hi, I am having trouble running reports. I think it has to do with 'Deal Close Date' property. When generating the funel report, the number of deals closed in a month (if filtered by month, or week, etc), is it the Deal Close Date that is used ...
    Member
    August 11, 2021 10:22
    Karsten, I have been having the same issue and found this post here in my search for an answer. Am I understanding correctly that in SalesS...
  • Solved
    IvanoSS on May 24, 2021
    0 upvotes
    3 Replies
    From the Report Library I can't find a report showing how much revenue could be potentially closed compared to all my deals. My target is to get a current year view, month by month, of how many deals could be finalized (independently by deal stage)....
    Top Contributor | Diamond Partner
    May 24, 2021 02:46
    Hi, Ahh I see, without upgrading to a professional licence you're not currently able to edit reports in the builder. Because of this, I don't ...
  • Solved
    EbarakHossain on May 22, 2021
    0 upvotes
    3 Replies
    Hello Folks, I would like to have this report (in attachment) in my Sales Dashboard with the only difference that I want to see all deals that were moved in STAGE of the Sales Pipeline. - E.g. if a deal was moved from Sales Qualified Lead to D...
    Most Valuable Member
    May 24, 2021 00:16
    Hi @EbarakHossain , When you navigate to the Report librar y ( Menu > Reports > Reports ) and search for "funnel", if you see a but...
  • MBaranowska on March 03, 2021
    1 upvotes
    9 Replies
    Hi, I would like to include Team on my custom report - a list of deals. I have managed to add in "HubSpot team" field into it but it comes out blank. I don't want the Deal Owner to have to select the HubSpot team for every deal - can t...
    Community Manager
    March 04, 2021 03:34
    Hi @MBaranowska let us know if you were able to identify the issue with our Technical Support team 🙂 Thanks Sharon
  • CVerbost on February 03, 2021
    9 upvotes
    8 Replies
    Right now the Deal cards Records will appear inactive after a set amount of time has passed without a logged note, call, email, chat or task . But if a meeting is scheduled with the potential client that card should not be inactive. Is there a ...
    Community Manager
    April 06, 2021 01:34
    Hi @DS2021 Thank you for reaching out. I'd recommend upvoting this idea in our Ideas Forum regarding this. You can also subscri...
  • Solved
    dwightbailey on January 23, 2021
    0 upvotes
    2 Replies
    I want to create a report that shows me total number of sales activities within a set time period and total quantity of deals won in that same period (so I can analyse how many sales activities are required on average per deal won). I can then set n...
    Participant
    September 13, 2021 10:07
    Just wondering how to do that custom report if we are on professional?
  • Solved
    SSchlesner on January 20, 2021
    0 upvotes
    1 Replies
    I want to create a pipeline graph/report that shows the number of deals, and the total value of deals, in each stage of the pipeline. It seems simple, but I can't figure it out. Can anyone help? Thanks!
    Most Valuable Member
    January 20, 2021 22:52
    Hi @SSchlesner , This is possible as a table view. Navigate to Menu > Reports > Reports > Create custom report , select Singl...
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