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MHermansen on July 15, 2024
Hi, I'm new to reporting in Hubspot. So far, have discovered how to set up a report to display meetings and filter them by: - created by ID/user - meeting type - creation date But, I cannot seem to find out how can the results be linked to t read more
0 upvote
1 Reply
Hall of Famer | Partner
July 16, 2024 00:36
Hi @MHermansen , This one's a bit unintuitive. To get the link, you need to do the following. Create a single object report Choose Act...read more
cecilia-smart on July 15, 2024
I have two numbers that will be properties. These numbers will belong to a company. Let's say they are the number of people at a company, and the number of people at that company who quit. This information will be provided to me in the form of a s read more
0 upvote
1 Reply
Hall of Famer | Partner
July 16, 2024 00:20
Hi @cecilia-smart , Without the use of additional objects / records, this is currently not possible. HubSpot custom reports will always look a...read more
Solved
SamBoshier on July 15, 2024
I'm looking for some HubSpot help please..... I am reporting on response times to tickets and time in stage of support pipeline. I want to create a report that excludes weekends as this is currently skewing the data. I have contacted HubSpot help a read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 15, 2024 11:47
Hi @SamBoshier , This is indeed currently not possible. Any workarounds would involve custom code, the HubSpot API and require the help of a d...read more
SBencheikh on July 15, 2024
Hello, I hope my message finds you well. I have built a report to monitor the sales activity (calls and meetings) of my account managers. The idea is to use this report during the sales meeting every week to see the numer of visits (calls read more
0 upvote
1 Reply
Top Contributor | Partner
July 15, 2024 11:37
Hi @SBencheikh , Meetings should only ever log in HubSpot if at least one CRM contact is an attendee. Are internal team members Contacts in ...read more
Solved
PPenev_1 on July 15, 2024
Hi HubSpot Enthusiasts, I am trying to figure out a way to capture and calculate the difference between the latest 2 value changes in the same property (screenshot below). I'm trying to store the second to last change in an additional proper read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 15, 2024 06:55
Hi @PPenev_1 , This requires one additional property and workflow in the workaround you've already explored. Let's assume your property ...read more
awestphal10 on July 12, 2024
When using the more advanced custom builder, the COMPARE BY tool is not as user friendly as it needs to be. The #1 thing we are always looking to measure is a YOY comparison on anything and everything. The fact that I can not simply measu read more
11 upvotes
1 Reply
Community Manager
July 15, 2024 04:42
Hi @awestphal10 , Thank you for reaching out to the Community! I'm sorry to hear about your experience regarding this. I would like to apologiz...read more
Solved
MCraig4 on July 12, 2024
Hi all, So I'm pulling my hair out on this one as we're tyring to get our team to move workflow from Excel into Hubspot. The end goal is to create a report/table that is just essentially three columns: company name last catch-up call ne read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 13, 2024 01:33
Hi @MCraig4 , Can you please share a screenshot of your report settings? In any case, it won't be possible to display the last catch-up ...read more
traviskl on July 12, 2024
We have a custom report that shows revenue by month based on a custom field called "Revenue Recognition Date". I want to be able to add a goal line for each month to this report. Is there a way to do this? Or, is there a different report that w read more
0 upvote
3 Replies
Contributor
July 15, 2024 18:08
Thanks for the response. I do want them on one report - I could try a calculated property field. I'll play around with that.
KBryan8 on July 12, 2024
Hi, I am hitting a blocker when it comes to running revenue reporting. I have a client that wants to know the running revenue of the campaigns they sell. These campaigns can start and finish on various dates, and cross over months. What we want to f read more
0 upvote
2 Replies
Member
July 15, 2024 09:24
Hi @BérangèreL , Thanks for your response! This scenario is similar indeed, but they are looking for the difference between months, rather than ...read more
Solved
TVaz on July 12, 2024
Hi Community! Do you know how can I create a dashboad for the Sales Pipeline that reflects the weekly progress by stage and total?
0 upvote
16 Replies
Accepted solution
Hall of Famer | Partner
July 12, 2024 06:45
@TVaz you need to select your pipeline under "is any of".
heatherlodge on July 11, 2024
I'm creating a report for a client that shows what the true deal close probability is for each deal stage historically. They want to see if the probabilities they have set are accurate or need to be adjusted based on actual close rates. I've got read more
0 upvote
1 Reply
Community Manager
July 15, 2024 03:07
Hi @heatherlodge , Thank you for reaching out to the Community and for sharing some screenshots! I'd be happy to put you in touch with some of our...read more
TayoOlajide on July 11, 2024
Hi There, looking for some help. I'm using the inbuuilt lead funnel reports added by hubspot in the prospecting module. I did not customize it yet however in the lead conversion part I see that all the leads have 0 associated deals meanwhile this is read more
0 upvote
2 Replies
Top Contributor
July 16, 2024 03:27
Hi @TayoOlajide and thanks for the tag @BérangèreL , It's hard to tell exactly what report you're referring to so as @BérangèreL mentioned...read more
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