Hi HubSpot Community, I am trying to create a report for our BDR's who are booking demos through a HubSpot meeting link that is connected to their account executives calendar. Has anyone successfully done this? Ideally the report would show read more
I have a problem and I don't know if anyone could help me. I've already contacted Hubspot support and apparently there isn't a native solution. I would like to extract a report or information that shows the percentage of companies that had some type read more
Year-end of reporting can feel like cramming for finals if you aren’t prepared!
Here are some tips to make your end-of-the-year reporting process stress-free:
Keep your CRM organized throughout the yea read more
Reporting on sales email opens and clicks
You’ve done all the heavy lifting and emailed your contacts. Now it’s time to see if anyone’s interested so you can follow up with those warm leads. But wait, how do you do that again?
That read more
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
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
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
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
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
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
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
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