Hey, I'm trying to create a report that shows the total number of SDRs across our teams in different cities (e.g., SDR-Rome, SDR-Milan) and calculate the average number of meetings booked and completed per rep. However, I've encountered a chall read more

Hi everyone, currently I face the following issue: In a report goals and achievments are shown for an easy visual comparison. The datapoints for the operation results are shown based on the automated date "closed and won". In daily usage it (schou read more

Hi everyone, We’re currently working on building a custom report in HubSpot to analyze sales team activities—specifically focusing on emails and tasks. Our goal is to generate a breakdown of activities created by users, with the ability to differ read more

Hi HubSpot Community, I’m looking for a way to create a dashboard that gives our sales representatives an easy overview of their contacts and their interaction with marketing emails. Ideally, we want to see: Contact Name Email Mobile Phone read more

Hey everyone, I’m looking for a way to better categorize meetings in HubSpot. Right now, I can’t easily distinguish between intro meetings, follow-up meetings, and non-commercial meetings. For example, we run workshops that sometimes include tar read more

Hi, I am looking for a maintainable solution to track the source "events" when uploading a list of participants to HubSpot. Now, I want to walk you through some of the considerations I've made and ask for advice for the most elegant, simple, read more

Hi all! I'm trying to set up a report that allows me to see which deals have future meetings and which don't. So far I've set up a custom property "Future Meeting" to sit on the deal and has drop down options of yes or no. I've then set up workfl read more

Hi HubSpot Community, I’m using the free version of HubSpot and would like to set up goals, but I’m running into a bit of trouble. From the HubSpot pricing page, I see that goal-setting is available in the paid version, but when I asked HubSpot’s read more

Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s read more

Hi Everyone, I'm in dire need of suggestion on sales team daily poductivity based on logged activity. Currently we only track and report things based on number of activity logged by the sales team, and this pose a problem for us. We can't exact read more

Hi! I am very new to Hubspot and I find that I need more time to understand various vocabulary within the CRM. What I'm basically looking for is, how do I create a basic report that shows 5-figure donations/deals that happened in the past 3-5 read more

In my current pipeline report, I can choose the weighted pipeline but I can't find how to find the filter for the pipeline alone ? Also is there a filter to see the revenue between please 1 discovery to phase 3 proposal.