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JHenry6 on February 06, 2023
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
Community Manager
February 07, 2023 07:34
Hi @JHenry6 , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any...read more
FlaviaCaldeira on December 27, 2022
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 27, 2022 08:33
Hi @FlaviaCaldeira , With a Professional subscription and access to custom reports, you can create a custom report for companies and activitie...read more
kvlschaefer on December 02, 2022
Hey Community, 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
8 Replies
Accepted Solution
Thought Leader | Elite Partner
December 02, 2022 13:32
Great advice @kvlschaefer - love this! The premade reports are a lifesaver. I'd also think ahead and prepare for the end of 2023 if someone's feeli...read more
JacquelineOng on September 27, 2022
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
HubSpot Employee
March 27, 2023 02:43
Hey Barbara, @babirossi1 I get what you mean - to clarify, though it shows sales email clicks there, no worries this doesn't mean it's only ...read more
jdsillion on September 20, 2022
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
1 upvote
2 Replies
Accepted Solution
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
jdesbiens on September 08, 2022
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
0 upvote
6 Replies
Accepted Solution
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
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
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
JimManka on June 01, 2022
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
0 upvote
2 Replies
Accepted Solution
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
AFormigoni on May 25, 2022
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
5 Replies
Accepted Solution
Thought Leader | 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
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
July 01, 2022 00:31
Hi Dan! Can you please share the details with me as well?
ACarr1 on April 27, 2022
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
0 upvote
4 Replies
Accepted Solution
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
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
HubSpot Employee
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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