Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
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
Thought Leader | 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
Thought Leader | 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
Thought Leader | 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
DLeBlanc on March 10, 2022
Hi Hubspot fam! I'm looking to build a report that measures the AVG number of calls it takes to get the customer on the phone. Having major blockers. Does anyone know a genius workaround?
Community Manager
October 07, 2022 03:39
Thanks for sharing, @MrBean !
NMonahan on February 17, 2022
Hi I'm setting up line items for our sales team to use and to help with SaaS v Services reporting. We sell in several different markets in different currencies. I have set up the foreign currencies within each line item. I can not seem to report on read more
7 Replies
April 13, 2023 09:41
Agreed - this is a critical piece of functionality to make product and line items usable for companies selling globally. Seems like a pretty big ove...read more
Matthew_Dreier on January 03, 2022
I have created a sales opportunities review dashboard. Think of this like an out-of-the-box dashboard that keeps a new salesperson on track, provides them the info needed to prioritize their day and hit monthly goals, and ultimately gives the user a read more
Accepted Solution
Hall of Famer | Partner
January 04, 2022 00:53
Hi @Matthew_Dreier , You're correct, there currently aren't any dashboard filter permissions specifically. If a user can access a dashboard, t...read more
BGrimes on January 03, 2022
From what I understand the only way to show campaign influnce is on the contact; the campaigns tools will always pull the influenced contact, and influenced revenue will pull from the "Amount" of ALL deals that are associated to any of those influe read more
1 upvote
2 Replies
April 11, 2022 10:28
Also, if when creating the campaign we could select where we want the influenced revenue to come from, that could eliminate alot of these issues. I c...read more
MThorslund on October 18, 2021
I am trying to setup a dashboard in Google Data Studio but experiencing problems with integrating a custom property made in Hubspot. Is it possible to import my own property to the dashboard or is it only the Hubspot pre-made properties that yo read more
March 14, 2023 22:11
Im trying to use a custom property but dont know which metric to use to show values. The metrics Contacts, form submissions dont work.... What metri...read more
TheCloak on August 11, 2021
I am building out some reporting on our customers / deals. I am currently using coupler.io which has been setup to extract the following: Google Sheets Sheet 1: Hubspot Contacts - extract of all contacts information Sheet 2: Hubspot Deals read more
Community Manager
August 11, 2021 14:57
Hi @TheCloak You're very welcome! To the best of my understanding, there wouldn't be one property that would associate a Deal and Contact ext...read more
FrederikLindum on July 08, 2021
Hi In our company we do alot om M&As. Here the strategy is to move customers from their legacy system, that we've aquired through the M&A, to our system. We move customers from on prem to the cloud . Let's do an example: Custom read more
Accepted Solution
Key Advisor | Gold Partner
September 03, 2021 17:15
Hi @FrederikLindum This is more fun than I thought (yes, I need to get out more). What if you used Calculated Properties (available ...read more
JKelly311 on January 26, 2021
We see a ton of opens on our emails (yay!) but the response rate varies among seniorities. We find that class A seniorities have the highest open rates but the lowest response rates while vice versa for B or C class seniorities. The hypothesis read more
Accepted Solution
Hall of Famer | Partner
January 27, 2021 00:59
Hi @JKelly311 , You're correct, HubSpot associates all interactions with an email to it's original recipient. The only workaround that I...read more
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.