I am looking at creating a dashboard/report for KPI's based on the following: My deal stage starts as 'Enquiry' progresses through to 'Won' I want to find out what my conversion is from all enquiries I receive to 'Won' - I'm not worried about w read more

Hello, I have two date properties that I created. Some of my employees are responsible for multiple contacts. I want to see how long it takes each manager on average to get the contacts he/she is responsible for between the first date property a read more

HS Stack: Marketing Pro / Sales Pro It's easy enough to figure out a close rate for a moment in time by building a pie chart report with only deals in a "Closed Lost" or "Closed Won" stage. But what I'd really like is a look at this read more

Is there a way to pull a report of all quotes SIGNED in a certain date range?

Building a comprehensive dashboard for student admissions is key to evaluating recruitment performance and ensuring smooth operations. Recently, I designed a HubSpot dashboard for a group of schools to provide clear, actionable insights into their a read more

if(([properties.hs_analytics_source] == "Offline sources"), "Sales", "Marketing") This doesn't seem to work and I don't understand why. All Test Formula values resulting in a sample output of "Marketing" I prefer to avoid a workflow if possi read more

Hi HubSpot community! I need your help with the following: I run an ecommerce business, and I'm trying to create a report in HubSpot that shows each contact (customer) along with the total sum of all associated deal amounts that were created in read more

Hi community! I've made a repot and my client ask to add the names of all the sales reps below even if they have 0 deals that meet the filters, Is it possible? Thanks! 

This report is showing a moment in time. Meaning, this is how many people are in each stage today. However, what I REALLY want to know is how many people touched lead stage, touched MQL stage, touched SQL stage, etc. over a specific period of ti read more

Hi All, First time post here. We've spent a considerable amount getting our Hubspot implemented/integrated into our systems using their API (workflows, sequences, tasks, etc etc), but the reports are lacking and we desparately need these reports read more

Hello everyone, I'm trying to set up a table/matrix that can show me if a particular call log is being used or not. So far I can figure out how to show all call notes with this specific product name, but I can't figure out how to get it to show if read more

Hello, i'm struggeling from days, trying to underatsnd why the quarter goal i see in the chart is not corresponding on sales goal previously set in individual goal. For ex, I have my Q1 which is showing 3.9M€ as quarter goal, and this is fine bec read more