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Solved
LGriffith on February 05, 2024
Hi there Every month I want to be able to look back at the previous month and create a report which tells me about the total deals and each stage that deal might have gone through during the month (eg one deal could have moved through 3 or 4 dif read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 05, 2024 07:02
Hi @LGriffith , Out of the box, reports only show you the current value of a field. It's not possible to create reports in the custom report b...read more
Solved
sarahbecherer on January 11, 2024
Hi there! New to HubSpot Sales Hub – thanks in advance! I'm just going to lay this out really frankly instead of using vague variables in order to keep it simple! Here's the scenario: My company is focusing on two specific verticals/cust read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
January 12, 2024 04:32
Hi @sarahbecherer You are on the right track with your thinking and the order. Given how customisable deal records and views are, I would n...read more
Solved
RRON1 on December 18, 2023
Hi im jus startign with hubspot and we have 3 different teams, depending the counties and we need to have different sales pipelines for each one. Is possible to have 3 different sales pipelines ?
0 upvote
5 Replies
Accepted Solution
Key Advisor | Diamond Partner
December 18, 2023 11:02
@RRON1 Yes, it is possible to create different pipelines in HubSpot based on your sales requirements Also you can manage access to your pipe...read more
Solved
spotlight_sound on December 15, 2023
Hi, hoping someone can help. I am sure I have done this before but now can't make it work. The goal is to produce a spreadsheet showing our best companies in a year by amount spent. So, in Deals, I am selecting a range between 1/1/2023 an read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 15, 2023 05:48
Hi @spotlight_sound , It looks like you're on a Starter subscription and I assume you're trying to do this on the deal index page (Menu > S...read more
Solved
CMoney on December 13, 2023
Hi all, Im trying to find a way to produce an .XLSX version of our pipeline, I have all properties but one that I want selected when I view it as a list so it's ready to be exported as a spreadsheet. I cant seem to find a good way to add a column t read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 14, 2023 00:14
Hi @CMoney , This is unfortunately not possible from the deal index page (Menu > Sales > Deals). Meetings are considered an activity and...read more
Solved
MStreib on December 05, 2023
Worked the problem - it was there all the time. Learnings. Hello, First time community post for me! I need to pull all Deals by Opportunity Type from our instance of Sales Hub Starter in preparation for a migration to Professional. My p read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 06, 2023 00:15
Hi @MStreib , Welcome to the community! In Sales Hub Starter, reporting options are unfortunately limited. However, if you're planning t...read more
9eRWin on November 22, 2023
Hi, I'm migrating our company info from SalesForce to HubSpot. We're used to viewing Contact or Company information all in front of you which would show all the custom object we created. Is there a way to view all the objects just like the read more
1 upvote
2 Replies
Hall of Famer | Partner
November 23, 2023 02:46
Hi @9eRWin , HubSpot has recently introduced more tools to adjust the layout of records. The one that would be most suitable to your request i...read more
Solved
SBezlyudova on November 03, 2023
Hi! 🙂 Is it possible to create a report that will show cost changes. For example: a transaction indicated a value of 1, and a week later it was changed to 2. It turns out I need to see the cost before and the cost after. I hope I explained it c read more
1 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
November 06, 2023 00:19
Hi @SBezlyudova , If you're expecting a report where you see a deal name and then two columns (the old deal amount, the current deal amount), ...read more
KBrown269 on October 24, 2023
Hi everyone, I haven't seen this addressed elsewhere, so I may have a solvable issue here. It has to do with the Close Date property on Imported Deals. We switched to Hubspot earlier this year and started managing all of our Deals from the Sale read more
Participant
October 25, 2023 15:32
Hey, just watched your video (closely, as requested). The quick response: I set it up almost identically to you in the first place, and despite the m...read more
Solved
CGowdy on October 03, 2023
Is there a simple way to convert raw data from the Deals Ive entered into a report, showing how many have been converted to wins and percentages etc.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 04, 2023 00:12
Hi @CGowdy , This depends on your subscription level and what you consider simple. It looks like you're on a Starter subscription, in wh...read more
PMawhinney2 on September 01, 2023
HubSpot support has informed me that charts and graphs cannot be embedded in cards for the overview or sidebars for the company object. I'd like to create a user experience for sales users where they could click a link or easily create a YoY reven read more
0 upvote
2 Replies
Most Valuable Member | Diamond Partner
September 05, 2023 08:05
Happy to help @MiaSrebrnjak ! @PMawhinney2 you could consider creating individual user dashboards for your sales team, it could include a pr...read more
Solved
TDAdmin on August 08, 2023
Hello, I need to export a copy of my contacts list with a vendor. Before I can share it I need to remove some info, specifically the "Name", "Full Name", "Email" columns. The "Name" field is giving me trouble though. I can't seem to find any way read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
August 08, 2023 09:06
Hi @TDAdmin , There unfortunately isn't, no. The name column cannot be removed as far as I know. You would have to remove this column manually...read more
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