Hello, I hope my message finds you well. I've created a report to see the signed transactions in the previous weeks (volume and number of transactions) by my sales representaives. I'm happy with the result but I would like to see in the d read more

Hello hello, I have been wondering if there is a feature or any 3rd party tool which could help me creating a report to visualize not just the distinct count closed deals of a team but also the average per person linked to that team. (Number of read more

I have created a Health Score for all of our companies. I can see the history health scores of any individual company. I can report on the *changes* to the health scores of each company. I want to report the *average* health score of all companies, read more

Hi, I noticed that HubSpot is automatically changing the lifecycle stage, even after I manually set it. I do not know what is the creteria is based on to change the values. I'd rather just change the stages manually. Is there a way to prevent th read more

Good day, colleagues, We need help building two reports that compare LinkedIn invitations sent and accepted monthly. Hubspot suggests only a year-to-year option. We have and use a HubLead subscription and build lists where we can see those to whom read more

Hi community! I'm trying to set up recurring revenue reporting based on multiple Deals pipelines. Everything works fine with our primary "New Sales Pipeline," but other pipelines do not work the same. This knowledge article describes how to read more

How can we ensure that whoever is viewing a report can only see information for teams they have default access to? When logging in as a user under "Team A," we can still see details for reps that belong to "Team B." The user has Team-only permission read more

Hello! I want to build use the formula builder tool in some reports I am building - but the formula fields in the report is not showing up for me. I'ev followed the steps in the KB article too just to be sure but no luck. It's still in beta read more

Hi, is there any easy way to check the quality of data without the Operations Hub? I just inherited a new HubSpot instance with about 7K contacts in the CRM and I'd like to do a quick check to see how much of it is quality data. Appreciate any read more

We have been using the activity reports for individuals to track companies they have been in contact with. In the last week or so there has been a change to the activity report and it no longer shows the company on the report. The report used to st read more

Hi everyone, I’m working on optimizing our sales reporting process at InSaraf Furniture and would like to create customized dashboards for different teams within our organization. Specifically, I want each team to have a tailored view of metrics an read more

Hi all, The new conversion reports are cool and everything, but I noticed that when I try to use date fields as filters I can no longer use (this year so far, this month, this quarter...etc) you either have to put a static date and maintain it b read more