How to create a custom report to track metrics like "closed won rate"?

How do we calculate and project a velocity report between "sales stages" and ACV (average contracted value) relative to contacts we meet outside of events? Also, the average contracted value is nothing but how much the first deal is for over the l read more

I need to see my cal.com meeting on hubspot as leads. Not able to create the workflow that would trigger this. Need help on this. I am new to hubspot

Has anyone successfully set up a way to receive a second notification if a form has not been responded to? I have tried creating the workflow but I am having trouble getting it to work. Thanks in advance!

Hi Community, I'm a BDR, and whenever I book a meeting for my Account Executive (AE), I have to open a deal and assign my AE as the deal owner. However, we have specific attribution rules where, if I have a certain number of touches on an acco read more

Good morning, I'm creating a report that shows the median time spent in deal stages for deals created in the last month. However, this report seems innacurate. It shows no time for the deal stage "Chased Pitch, but I have 5 deals sat at this stage read more

I set up a Sales Reporting Dashboard. This dashboard includes 2 reports (among others): 1. Deals closed won this quarter by rep – Filtered to "THIS ENTIRE QUARTER" 2. Deals closed won all time by rep – Filtered to "ALL TIME" Here is th read more

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

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

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