Dashboards & Reporting

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jdsillion on September 20, 2022

Assign weight to Forecast category vs weight of Deal stages

Hi - I am trying to triangulate our forecast based on deal stage and forecast categories. Right now both number are coming from the same calculation (deal stages). I wanted to know if it was possible to assign weight to the forecast categories to h read more

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JSevern

Member

September 22, 2022 08:15

Hi, sounds like you might need advanced forecasting, have you checked out Kluster? https://ecosystem.hubspot.com/marketplace/apps/sales/crm/kluster-...read more

Solved

jdesbiens on September 08, 2022

How to avoid duplicate deals by partners?

So we have deals through partners of ours that we enter, but they may in turn be trying to win the same end customer business, meaning we can have duplicate deals in the CRM, embellishing numbers. What is the best way to approach this? Should foreca read more

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CateDuarte

Top Contributor | Diamond Partner

September 12, 2022 07:26

@jdesbiens could a custom object help? To store the Partners opportunities? You coul have it associated to Deals, and maybe use a custom property t...read more

CGreer2 on August 19, 2022

Forecasting & Pipeline

Hi everyone, New to this community but have been working very closely with Hubspot users over the last few months. We help improve sales forecasting and pipeline management by giving businesses real-time visibility into what's really going on read more

Reply Analytics Tools best practices Contacts CRM Dashboards Deals Enterprise Free Professional Starter

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PamCotton

Community Manager

August 19, 2022 14:31

Hello @CGreer2 , welcome to our Community! I would like to add our top experts to share their feedback about it @Bryantworks @Josh any rec...read more

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JimManka on June 01, 2022

Buyers and Sellers

We run a pretty amazing auction Company. We have found it very beneficial and actually farily simple to track our buyers. We have asked multiple ways on The Help Chats and the Phone number and Hubspot is always amazing except for this one aspect read more

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JimManka

Participant

June 03, 2022 06:53

Hey Karsten! Thank you for your reply. We absolutley have the Professional subscription However this tool is way smarter than we are. I definatley u...read more

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AFormigoni on May 25, 2022

Using Funnel Report for old leads

Hi all, 1. The funnel report seems pretty straightforward for contacts that go through each stage properly. But do you use a different approach for contacts that converted to a different stage after a long period? E.g., contact became a Lead six read more

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danmoyle

Recognized Expert | Elite Partner

May 31, 2022 07:50

@AFormigoni - You can build custom reports on any of your objects in HubSpot (Contact, Company, Deal, Ticket, etc.) plus many of your HubSpot tools...read more

MLuciano on May 18, 2022

Dynamic external reports on dashboard

Hi! We need to show gauge chart KPIs based on the logged user in a dashboard. Tried with external embed content, but it will use the same url always so I wouldn't know who is the logged user. I could import the data periodically as a custom object read more

Reply best practices Custom Objects Dashboards Developer

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HarrisM

Member

July 01, 2022 00:31

Hi Dan! Can you please share the details with me as well?

Solved

ACarr1 on April 27, 2022

Renewal Pipeline Reporting Questions

Hi, I had a general question about reporting with multiple pipelines. I've done some digging in previous posts but there wasnt a great answer on how additional pipelines affect reporting. We are in the process of adding a renewals pipeline read more

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Josh

Recognized Expert | Platinum Partner

April 28, 2022 07:24

Hi @ACarr1 , I could certainly see how that would get messy as you expand usage. From my experience, this can be handled by using filters. ...read more

EJoyce2 on January 11, 2022

Custom Object Associations with Deals / Companies not showing in Reports

I created a custom object "Consultants" that associate to deals - one consultant record associated to every deal. The consultant property "office location" is a filter I want to use in Reports, such that if the consultant office location is any of x read more

Reply best practices CRM Custom Objects Dashboards Deals How-To

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JenWeiss

HubSpot Moderator

January 12, 2022 13:50

Hi @EJoyce2 , Thank you so much for reaching out to us! Can you please provide us with screenshots of the report you have started working on...read more

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Matthew_Dreier on January 03, 2022

Personal Dashboards

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

Reply best practices Dashboards Settings Workaround

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karstenkoehler

Hall of Famer | Partner

January 03, 2022 21:53

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

susfeig on December 08, 2021

How do other sales leaders handle their multi-currency reporting?

I'm wondering how others handle the following situation: Our business has a UK business entity, a US business entity, an Australian entity, and a South African entity. We use Hubspot across all of the businesses. We accept multiple currencies read more

Reply Analytics Tools best practices Dashboards Deals Reports

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aopazo

Participant

August 01, 2022 14:02

Hi everyone, Any updates on this? I'm facing same issue over here, where we have different 5 currencies and need to change the exchange rate ...read more

Edyta7510 on November 26, 2021

Refreshing dashboards and reports

Hi all, As stated by HubSpot and confirmed by their technical support, reports update automatically every 2hours and they can be manually refreshed every 15 mins to pull new data. This is, however, not always the case from my experience. Typic read more

Reply best practices CRM Dashboards Enterprise Reports Sales

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natsumimori

Community Manager

November 28, 2021 22:51

Hi @Edyta7510 , Hmm, I haven't experienced this behaviour with my account so far. As far as I searched, there isn't related Community post in...read more

AJohnson8 on November 16, 2021

Keyword Research | SEO (EMEA) HUG | Nov 30 @ 2 PM (GMT), 9 AM (EST)

Keyword Research Tuesday, November 30th | 2:00 PM (GMT), 9:00 AM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the SEO (EMEA) HUG led by HubSpot partner Whitehat is excited to host read more

Reply best practices Free Reports SEO Starter Webinar

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