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CGreer2 on August 19, 2022
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
Community Manager
August 19, 2022 14:31
Hello @CGreer2 , welcome to our Community! I would like to add our top experts to share their feedback about it @Bryantworks @Josh any rec...read more
Solved
hokkonen on August 05, 2022
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
0 upvote
2 Replies
Accepted Solution
Top Contributor | Elite Partner
August 05, 2022 05:07
Hi @hokkonen , HubSpot has functionality within the professional tiers to create custom funnel reports . However. you aren't able to select m...read more
Solved
LKhan on April 21, 2022
How to create report for how many contacts are assigned to a particular contact owner on a specified date?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
April 21, 2022 21:38
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
Solved
MThompson9 on February 15, 2022
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
3 upvotes
5 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2022 09:25
Hi @MThompson9 , Correct, with a Professional subscription, you could create reports which will give you that exact insight and, for example, ...read more
AMcAuliffe on January 31, 2022
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
0 upvote
1 Reply
HubSpot Moderator
February 01, 2022 10:56
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
kschlau on January 28, 2022
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
1 upvote
3 Replies
Recognized Expert | Elite Partner
January 31, 2022 05:52
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
Solved
BCarney on January 21, 2022
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?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 22, 2022 23:52
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
Solved
MMcDaid on December 17, 2021
I have had clients click my calendar link but it isn't showing up on my dashboard view
0 upvote
4 Replies
Accepted Solution
Guide | Diamond Partner
December 17, 2021 05:18
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
Solved
ACronin on December 09, 2021
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
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Elite Partner
December 09, 2021 07:13
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
Solved
KGallagher2 on December 08, 2021
Hello! I want to create a report that will show me a total # of outbound sales activity with potential new clients (aka not exisiting clients) from the last 7 days. I created one, but I feel like its flawed. The report I created is a Donut read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
December 14, 2021 12:43
Hi @KGallagher2 , Sure, happy to help! @KGallagher2 wrote: What I am trying to go for here is: activity with people who are not in a ...read more
Solved
bdurmaz on December 02, 2021
Hey there, I am here looking for how can I generate more profit win probability for the deal at each stages. want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 02, 2021 01:32
Hi @bdurmaz , There is a default report for this in the report library. Navigate to Menu > Reports > Reports > ...read more
Solved
SylinaS on November 29, 2021
Hello! I have a csv file from our companines pharmacy program that is not linked with hubspot. I would like to import this data so I can track ALL of my sales and create custom reports through hubspot. Unfortunately I've already discovered that read more
0 upvote
4 Replies
Accepted Solution
Key Advisor | Gold Partner
November 30, 2021 15:12
Hi @SylinaS Does your CSV regularly update? Or do you want to import it only once? A single import is easy. Scheduled imports would re...read more
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