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Solved
CClark3 on March 12, 2024
Hello, I'm running into a bit of dilemna. I want to build a dashboard/report in Hubspot to point out any changes to a deal where a close date has changed, or any field. I know its not possible to show changes that were made but I would like to a read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
March 12, 2024 10:50
Hey @CClark3 so the only way to see manually how it was modified is entering manually to each record here If you only want to see the us...read more
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
LNitti on February 27, 2024
Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there read more
0 upvote
3 Replies
Top Contributor
February 29, 2024 16:20
@LNitti I think you might be looking for the Product ID if your line items instead: Hope this helps! Best regards, Jonas De Mets ...read more
Solved
FlowAnja on February 05, 2024
Hello everyone, we are experiencing difficulties with the creation of accurate reports. We have Sales Hub Professional plan. Our goal is to showcase the progress of deals moving through stages on a monthly and weekly basis as well as the percentage read more
Accepted solution
Thought Leader | Platinum Partner
February 05, 2024 09:28
Hey @FlowAnja I'd suggest that you added some screenshots of your reports so that we can help you better. Also you can get on a coaching sessi...read more
Solved
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
Solved
MReis9 on October 20, 2023
Hello, I am trying to do this process (workflow) (this is from another post) but I am stuck on the Copy Value. This is what I am seeing, can anyone tell me what I am doing wrong or missing to get this flow? Basically I want to create a rep read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 20, 2023 12:05
Hi @MReis9 , The step that's missing in your second screenshot is clicking in the last dropdown ("Choose a property"). This is where you would...read more
Solved
bbullington on September 20, 2023
We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
September 28, 2023 11:42
Hey @bbullington hope you are doing well. If I understand correctly this 'd be a simple report from your custom object " associated Management ...read more
Solved
BOleksyn on August 16, 2023
We conduct sales calls daily. Up until now our stats (call booked, applied, approved, no showed, call taken) have been reported based on most recent meeting date. Our pipelines are set up to move a single deal across our sales pipelines and the sta read more
0 upvote
3 Replies
Accepted solution
Most Valuable Member | Elite Partner
September 15, 2023 17:43
Thanks for the tag @kvlschaefer , sorry for the delayed reply. Were you able to work out a solution @BOleksyn ? If not, I would reco...read more
DStone1 on July 19, 2023
For context: We are a school and use HubSpot forms for our applications. On the applications we ask for 2 contacts - usually mum and dad - and use a workflow to create the 2nd contact based on the form submission. We then associate the 2nd contact w read more
0 upvote
1 Reply
Key Advisor | Partner
July 19, 2023 06:13
Hey @DStone1 one way to filter this could be to set an if/then branch in your workflow. If you say something like contact enrolls in workflow every...read more
Solved
fierceweek on July 11, 2023
I'm planning a clean up of old workflows that haven't had enrollments in over a year. I'm thinking that this can be accomplished by using a filter on "LAST ACTION ON". Is this the best way or are there other ways? I'd also like to build a repo read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 11, 2023 13:09
Hi @fierceweek , I think this is a great starting point for reviewing your workflows, yes. Keep in mind that this will only return workf...read more
Solved
CBilan on May 08, 2023
We would like to be able to track goal conversion rates for workflows we have put under a campaign easily. Currently, we have to check each workflow individually to see the goal conversion rate. We also would like to be able to filter this data by m read more
Accepted solution
Recognized Expert | Partner
May 08, 2023 13:10
Hey @CBilan , thanks for reaching out! There are definitely some limitations with HubSpot reporting around workflows and goals. As of right no...read more
CAusten on March 20, 2023
Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n read more
0 upvote
3 Replies
Community Manager
March 23, 2023 17:02
Hi @CAusten , yes I can. To our top experts @Bruno_Teixeira @Josh @johnelmer any suggestions on building these reports to @CAusten ? ...read more
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