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 続きを読む
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 続きを読む
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 続きを読む
@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...続きを読む
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 続きを読む
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 続きを読む
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 ...続きを読む
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 続きを読む
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...続きを読む
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 続きを読む
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 続きを読む
@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...続きを読む
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 続きを読む
@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 ...続きを読む
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 続きを読む
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 続きを読む