I have a client looking to take this deal card view but being able to switch through their deals and its information from this view. Any plugins or ideas? They would like to view and a bonus to edit the information.  

Each company I work with is at a different stage of a deal at any gien time. I want to be able to track which stage a specific company is at, but currently if I chnage one company to a stage, all the rest are changed too. Is there a change this so f read more

Hi everyone, We have a custom object called "Candidates" with custom stages such as Review, 1st Interview, 2nd Interview, 3rd Interview, Offer, and Hired. We’d like to create a funnel report that tracks the conversion rate from the Review stage read more

Hi all, I am trying to have a dashboard that shows me sales team calling hours vs call results (answered/not answered) My goal is to show the team what time of the day they should call client based on past data of answered vs unanswered cal read more

Can any one help me to match the report which the filter I have attached, currently reports filters not matching with the tasks object filters on table Thanks

Hallo Team, ich glaube, ich stehe aktuell etwas auf dem Schlauch. Es gibt unter Berichterstattung - Service Analytics einen Bericht über das Support Volumen. Diese haben ich wie folgt konfiguriert. Er zeigt mir also die Anzahl der Tickets read more

Hi All, I am trying to create reports for management and wanting to make it so only specific people or team can see the dashboard. I have looked on the help articles and it shows and extra line comapred to what I see in managing access. I am a supe read more

Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s read more

Hi, looking for some advice from the HubSpot community. More & more we're looking to segment our monthly reporting to show 'new leads' acquired into HubSpot by marketing for the first time vs. existing leads that have been influenced by market read more

I'm trying to create a Formula Field in a dashboard to get monthly averages for the year. - Each month I want to know how many contacts have a demo request date - Count the contacts each month - Then take the average of that on a monthly bas read more

I have a report which pulls Annual Recurring Revenue from Line Items on Closed deals. I have line items on that run 12 months from 1/07/23 on deal #1 (£57k) and 12 months from 01/07/24 on deal #2 (£57k). Yet the report is still counting the read more

Hello Everyone, I am facing a problem where I have to create a report/dashboard that represents all the things below in one place. I was able to create a report which is showing the forecast amount of the following deal stages as c read more