Hello everyone, I am looking to create a report to measure the sales team's email output which does not include sequence emails. I spent a lot of time on customer builder, using Activities as my primary source, and Contacts as a seconda Lire la suite

I hace created an activity report by meeting log, the created by and assigned to fields show the same name, that is the person who created it, how can i assign this to someone else? I am unable to find the field. Thank you

Morning and TIA on any input... we are wanting to display a report on a dedicated computer of activity leaders and i know we can manually refresh or wait the 40 min for an auto refresh. question is, is there a better, more efficient way, to share t Lire la suite

Hi I have set up an automated report in the format of a table titled "Meetings booked for this Week by Sales Managers" When the report is emailed it only contains 8 rows. In actual fact there are 14 rows but you need to click on View in HubSpot Lire la suite

The weighted amount in the deal pipeline is based on whatever probability % is set in settings for the deal stage, even if you manually change the probability in the deal record. Example: - Deal Stage "Appointment Scheduled" defaults to 20% prob Lire la suite

I need to create a report consisting of all contacts created within the last 2 years (always rolling). I see that the farthest back it can be filtered by is the last 365 days. Is there anyway to change this to allow for filtering by custom number o Lire la suite

Hello, Can you advice me how can I create a report for calls with custom outcomes. With this outcomes:

Hey everyone, I'm looking to build out a report that: Captures the time between a specific form submission and the time that it takes for a Sales team member to contact that person only after that specific form submission (and not capturing Lire la suite

Hi, I want to create a report that I can put on a dashboard that show's a list of accounts and the total number of days the current rep has owned the account. The idea being that after a certain number of days, they should should the account. Lire la suite

I have a requirement to product some reporting to senior management based on customer call logs and I wanted to see if the following customizations (or similar) could be created. Export - Data Breaks by Row 1. Can the delimiters or field typ Lire la suite

Can we display reports generated in Tableau in HubSpot Dashboard?

Hi Community Gang I don't know if is wishful thinking on my part or does anyone know if there are plans to expand the funnel reporting feature beyond lifecycle stages and deal stages? I have this nagging feeling I heard or read about custom fu Lire la suite