Hi everyone! Does anyone know how to create a report to track the duration of the emails from the time they were received from a contact to the time I responded to them? This way, I can determine if the service level agreement is met and I need to m read more

With all the manual updates/changes that happen to deals, we would like to show the total value of all invoices (on the same deal), compare that to the deal amount, and also total the line items (on the same deal) - to make sure all three areas matc read more

Good day, colleagues, We are about to implement the Lead Scoring Model based on our criteria and the number of points the Lead should have to be moved (ideally automatically) to SAL (Sales Accepted Lead). I created such a field (SAL) in the Sal read more

Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied read more

Hello Everyone, I have a question regarding the reporting possibilities on contact level. We have lots of different meeting types with contacts along a period of rougly 2 years per Contact. I want to report on different meeting types, for e read more

Want to create an overdue tag for my deal pipeline on the below parameters. - I can set specific time frames in days, that we expect each stage of the pipeline to take. - Once a deal within the pipeline reaches that alloted time frame for that sta read more

Hello! I'm currently working on a report to track the contacts I've emailed over the last 90 days. While I've made some progress, I've noticed that the report is including emails where I was copied (Cc) by others, not just emails I sent myself. Is t read more

Hi Community, Looking for advice on the best dashboard / report setups for sales teams. Ideally would like to track individuals progress against goals being weekly sales, calls and meetings. I have had limited success when pulling these goals read more

There are some Hubspot Reports that cannot be added into Dashboards - like the Recurring Revenue Report and the CES 'How Customers feel about your support experience' (to name just two). This makes it difficult for our executives to report, as they read more

Hi, I want you to create a custom report in HubSpot we use HubSpot MarketingHub and SalesHub professional. The report that I want to build is for, Let me give you real example of our use case using the exact name stages in our pipeline. read more

I'm currently setting goals for our sales team. I have Calls made and meetings booked, but I didn't see a template for emails sent, nor do I seem to be able to create a template for it using proper metrics. Wondering if anyone else has done this and read more

Hi all, I'm trying to figure out how to create and use calculation properties to help us gather the conversion rate of Deals open vs Deals closed/won in a certain time period. The use of it is to be used in reporting as we currently have one read more