Hi, Looking for a way to create a report, where meeting booked resulted in a deal creation. As an example if we have 30 meeting booked for a given month, 5 deal were created from it. How to create a report for this? I saw other posts but they fo read more

Hi, One of my customer facing a strange issue. He can access the dashboard and report under the dashboard but dashboard name is not visible to him. Refer to the attached snap and let us know your tought why it's happening.

I would like to see a way to breakdown connect rate % by rep. # of leads vs # of leads connected with Seems super basic... and I created a connected field - yes or no, but can't figure out how to turn this into a percentage on reports.

Hi Community Friends, Have been given a brief and looking for your help and ideas on the best way to achieve this...... Individual Board: Leads Handed to SalesTeam Sales Team react on this Progress shown Success of Lead to Demo read more

Hi All, We are on the Sales Professional Hubspot Level. We moved over from Pipedrive which seemed to be behind Hubspot. However they had really good Win/Loss and coversion Reports. I could see thw Win/Loss of countries, competitors or type of b read more

Hi All Wondering if anyone has been able to create a win analysis reporting in HubSpot. I'm currently having to manually export all of our data and calculate a win rate on a number of different factors. Essentially I want to know if it is p read more

Hello, I've created the report " Contact lifecycle stage funnel with contact totals and conversion rates" but they are not included all the stages. The "subscribers" and "Sales Qualified Leads" are missing.

I'm looking to track and report on the number of meetings logged/scheduled by members of my team. I'm aware this bit is simple enough. However, what we're looking to do is have it so that if a member of my team attends a single meeting with two dif read more

Our team has a Sales Hub Professional account. A request has come in from our leadership team to create a report of the Top 15 Deals by Amount. I see that I can set 10 or 20 rows of results to show in the dashboard. I also see that I can set the r read more

In our internal analytics process we extract Hubspot Emails (via API) that are to one of our inside sales reps from a Contact or from one of our inside sales reps to a Contact, that are not the result of a Sequence. For any emails that are directly read more

I want to be able to see how much each company ahs spent with us this year/this year so far. I cant seem to work out how to create this. I have designed this workflow but it's not working. I want to be able to compare total yearly spend to things li read more

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