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Solved
NKolev on June 11, 2025
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
Accepted solution
Thought Leader | Elite Partner
June 11, 2025 08:58
Hi @NKolev This is a common obstacle as far as HubSpot's reporting is concerned. By default, reports only include users that have some acti...read more
Solved
DE_adrex-pv on May 07, 2025
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
Accepted solution
Hall of Famer | Partner
May 07, 2025 03:56
Hi @DE_adrex-pv , This is a recurring topic in the community and ecosystem but as of now, if a property is read-only and automatically maintai...read more
Solved
HS_Chathura on April 04, 2025
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
Accepted solution
Most Valuable Member | Diamond Partner
April 07, 2025 11:23
Hey there @HS_Chathura and welcome to the Community. Like @kennedyp my initial thought is in the naming convention. Each sequence you buil...read more
Solved
KBrandt0 on March 24, 2025
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
Accepted solution
Hall of Famer | Partner
March 24, 2025 05:04
@KBrandt0 in that case, I would do the following: Create a contact-based list of contacts who have opened the email Create a filtered contact...read more
Solved
TVaz on March 17, 2025
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
Accepted solution
March 17, 2025 10:04
@TVaz Create custom types for calls and meetings to have a better understanding of how your sales team is spending time to align sales stages...read more
Solved
AKolb on January 20, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 20, 2025 07:23
Hi @AKolb , Tracking event interactions through the original source properties is not a good idea, in my opinion – as you probably also want t...read more
Solved
Riley1343 on January 03, 2025
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
Accepted solution
Hall of Famer | Partner
January 06, 2025 04:42
@Riley1343 this, I think, is a limitation of deal-based workflows, unfortunately, I hadn't thought of that, to be honest. (It's unintuitive because...read more
Solved
lishba on November 15, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 15, 2024 05:28
Hi @lishba , Goals are indeed a paid feature, see the info boxes at the start of these articles: https://knowledge.hubspot.com/reports/crea...read more
Solved
EVernon0 on October 09, 2024
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
Accepted solution
Contributor | Platinum Partner
October 09, 2024 10:44
Hello @EVernon0 ! Sorry to see you are having this issue. Did you try keeping the increment in a separate property and updating the deal amoun...read more
Solved
RVidraI on September 04, 2024
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
Accepted solution
Participant
September 04, 2024 16:00
Hi @RVidraI , 1. Measure conversion rates, follow-up rates, and engagement depth instead of just counting activities. 2. Assign higher scores t...read more
Solved
DYoonZacharias on July 28, 2024
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
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
July 29, 2024 00:36
Hi @DYoonZacharias , This can be achieved with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custo...read more
NatFrilay on June 30, 2024
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.
0 upvote
1 Reply
Hall of Famer | Partner
June 30, 2024 06:42
Hi @NatFrilay , Could you please share a screenshot of the interface you're looking at or more precise directions where exactly in HubSpot you...read more
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