Dashboards & Reporting

Hi All! This might be a bit of a stretch, but I'm trying to create a workflow or report feature that alters a report filter on a schedule. For context, I created a report that displayed this year's cumulative closed deal amount, overlayed with read more

Hi everyone, I’m running into an issue related to PDF orientation in HubSpot and wanted to see if anyone has found a good workaround. We were initially downloading/sharing those reports as PDFs, but HubSpot seems to force a vertical orien read more

Want to create a report with the following: -Sales Goal for a defeined segment (e.g. germany) -Revenue generated per defined segment (e.g. germany) -Difference goal vs revenue -% of archieved revenue vs. goal This report should allow to s read more

Hi Everyone. Has anyone tried to create a goal in HubSpot that tracks different dates from their standard fiscal year? I'm trying to create a new Goal in HubSpot to track the amount won per rep against their targets from 11/30-12/1. Otherwise, we ar read more

We have an SLA in place for our account management type for them to sit a specific type of meeting with a specific type of customer on a set frequency. I can create a pivot based report to show me all customers in a given time period who have had 1 read more

Hi All, I've noticed that no matter the sizing of my reports on a dashboard there is always a scroll bar for the report that only serves to hide the filters. I would love to simply not have this, if everything including the filters fits within t read more

Hello, A large portion of our reports on the dashboards are not displaying correctly. The entire visualization is not display and there are 2 different bars on the right side of the reports to move the visualization up and down. It's almost like read more

I created the above shown Deal view based on select filters. I want to automate either linking this view or a report to any deal owner who has a deal that falls under these filters. One support rep suggested adding it to a dashboard, but I don' read more

Hi Our sales team has annual target, for example $500K. This is tracked down on a Monthly milestone. Say for Jan they should achieve $3K. For Feb $5K. How does the $500K is calculated: if a sales rep achieved $3K in Jan. This means the acc read more

Hello HubSpot Community, I’m currently using an Active List (Segment) inside a HubSpot workflow to automatically process contacts who meet specific criteria. The challenge I’m facing is visibility. Since contacts are dynamically adde read more

I would like to create a report that shows how many deals are created by each user in this quarter comparing to how many deals are created by these users last fiscal year in the same quarter. Please help me with this. I can see only these opt read more

hi , i am trying to create a report where we can see our company LifeCylce with totals per stage (thats the easy part), but including newly added to each stage. The totals can be year to date, but the newly added need to be filtered (for ex read more