Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
MNar on July 27, 2023
Hi, I'd love to know how to pull together a list for outbounding efforts where I can filter by contact AND company properties? For example I want to filter by number of employees in company and by custom contact property which is department, bec read more
1 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
July 27, 2023 12:14
@MNar You are able to target contact and company properties in lists via this view here: If this post helped to solve what you wer...read more
WCui on July 10, 2023
Currently, I am able to generate reports that show the total number of meetings over a period of time. However, I was wondering if there are any ways to build a report to capture the number of first-time meetings over a specific period besides read more
Accepted Solution
Hall of Famer | Partner
July 10, 2023 13:23
Hi @WCui , Are you using meeting types? https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types If ...read more
Billseng on April 06, 2023
Hi- Our sales manager is asking me to add a "to-do" list to her dashboard as well as for her team members. Essentially she wants to have one place where she can see conversations she needs to respond to - especially emails - contacts/customers tha read more
Accepted Solution
April 06, 2023 17:31
Hi Bill, HubSpot reports have a lot of capabilities including dashboards with tasks, emails, and newly assigned contacts. Building this kind of setu...read more
Billseng on April 06, 2023
Hi- Our sales manager is asking me to add a "to-do" list to her dashboard as well as for her team members. Essentially she wants to have one place where she can see conversations she needs to respond to - especially emails - contacts/customers tha read more
Accepted Solution
Thought Leader | Elite Partner
April 07, 2023 14:46
@Billseng external content like @Jnix284 mentioned could work. And the suggestions from @jolle look good too. Also, what about the repor...read more
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 10:34
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 11:33
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 16:32
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
Accepted Solution
Thought Leader | Elite Partner
April 28, 2023 16:22
@HSchneider8 I think it depends on how you're looking at your data. I found two other commununity posts with this question and additional resources...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 11:15
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 10:26
@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 17:31
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 09:53
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
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.