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SKuentzel on March 06, 2024
Hello! I wonder if this notification within the dashboard sharing means that we will soon be able to set filters and send automated dashboard emails with the filter enabled? "“Send with filters” will be removed from this menu soon. In the futu read more
0 upvote
3 Replies
Community Manager
March 12, 2024 06:36
Hi @SKuentzel , Thank you for clarifying your inquiry. The functionality I previously mentioned should work similarly for recurring or sched...read more
AWinslow12 on February 13, 2024
I need a report that shows each account owner/rep and the amount of emails sent, and email opens. This is for 1:1 emails and not related to sequences.
0 upvote
5 Replies
Accepted Solution
Community Manager
February 20, 2024 05:15
Hi @AWinslow12 , I hope you are doing great! Regarding sales email reporting, if you want to see rates, the best option would be to use the ...read more
CCzachur on December 22, 2023
We have a field that we would like to restrict to a single user. However, since that is not possible with our licensing level, I was hoping to get a notification every time that field is changed and by whom. First part is easy. The by whom part seem read more
Accepted Solution
Hall of Famer | Partner
December 23, 2023 00:31
Hi @CCzachur , Unfortunately, this is not possible. HubSpot doesn't make the information about who changed a vlaue available in workflows. ...read more
MVinet on December 12, 2023
We have 2 pipelines, 1 for leads and 1 for deals. I know that HubSpot cannot report on conversion/funnel for 2 pipelines so I need to find a workaround. I was using the deal journey report from sales analytics and analyzing it in Excel, but I've fou read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
December 13, 2023 09:11
@MVinet With the new Prospecting tool in beta, I would highly recommend looking at whether your Lead pipeline can be shifted over - this wouldn't s...read more
LBossi on December 12, 2023
Hi all, I'm interested in fetching forecast submissions from HubSpot through the API. I haven't found a direct endpoint or solution to retrieve this data. Has anyone here managed to do this before, or does anyone have insights into which AP read more
Accepted Solution
Guide | Platinum Partner
December 12, 2023 12:49
Hi @LBossi My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! Unfortunately forecas...read more
Clayton71 on October 05, 2023
I've been working with the record ID sorting in HubSpot, and I'm finding it a bit confusing and not working as intended. When I sort based on the Record ID with the 'Value Ascending' option, it sorts numerically based on the internal value, which ma read more
1 upvote
8 Replies
October 10, 2023 13:29
I appreciate your perspective. It seems that sorting by name and having the record ID in another column is the closest solution for now, especially ...read more
Juliaaa on July 25, 2023
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more
7 Replies
Accepted Solution
Key Advisor | Partner
July 25, 2023 09:49
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...read more
CVedock on June 14, 2023
I have set monthly revenue goals *that apply to two pipelines* and want to show this on a dashboard. One pipeline is net-new revenue, other pipeline is recurring and upsell revenue. I can create a custom report and manually enter the goal, but that read more
Top Contributor | Diamond Partner
June 22, 2023 02:35
Hello @CVedock , You can also use a calculation property instead of a custom workflow. It should be easier!
Dalton on May 23, 2023
Hey All, I'm looking for some help here. It's virtually impossible to pull a report that allows me to split the deal by the type of line item eg: Hardware and Subscription. Ideally, I want to pull all of the line items from a deal that are read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
May 23, 2023 08:55
@Dalton I think you're correct, that's not a functionality I've seen in HubSpot Deals either. I'm checking with some colleagues to see if there's a...read more
golfpromal on April 22, 2023
I have a report in a Dashboard which i have formatted in Portrait, this allows the report to display all 41 values on the Y-Axis. However, when I set up the dashboard to email, and include this report, the email arrives in my inbox with the view of read more
Accepted Solution
Most Valuable Member | Elite Partner
April 25, 2023 10:38
@golfpromal have you tried emailing the report only? You can set up recurring emails at the single report level. I wonder if it would act the same ...read more
JArand on April 19, 2023
Hi, Recently when I try to access this tab I have been recieving the following message: 'We couldn't find that view . If it is shared view ask the owner for access.' We have no owner of this view, it is a default HS view from what we under read more
April 19, 2023 17:17
Hi All, This issue is resolved, not sure what happened, but is operating fine. Cheers John
AFukumoto on July 29, 2022
Our SDR goals are based on the amount of revenue created and deals created. If I'm using the Goals feature under Tracking & Analytics, I can't set up a goal to see how much revenue each SDR is generating, I can only track deals created, revenue read more
0 upvote
5 Replies
Accepted Solution
Most Valuable Member | Elite Partner
August 02, 2022 08:41
@AFukumoto a couple of questions for you. Are the SDRs creating the Deal records? If so, you can build a report showing who created the deal...read more
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