I'm trying to create a quota attainment report that breaks down our quota attainment by quarters as that is how we track our targets. From what I can tell, the only frequency you can choose is monthly, which seems like an oversight when many compani read more

Hi, We have a custom object that tracks our accounts with useful data. 2 of the data points are installation dates of product A and it's extra module B. So some customers only have A, some buy B after a while and others buy them together at the read more

Hello Community, I created and shared a report with one of my customers. One of the users sees this message when she opens the report and clicks on one of the deals. For other users, it's working ok. Is that a permission issue? How can read more

Sales management is looking for visibility into sequences that are currently active and have steps scheduled within the next 7 days (on a rolling basis). Since many sequences span multiple weeks, using the initial enrollment date alone isn’t suffi read more

This is a new issue I've run into recently. When exporting my Deal view, one of the columns shown in "Associated Company", which before now always showed the company name in the exported data. Now instead of showing the company name, the export read more

Hello I'm trying to make a report on sent emails and opened emails by reps. But I can't combine the data in one report. Ideally it should look like this HS user Emails Sent Emails Opened Replies # (optional) Mike 58 21 1 Nick 120 read more

Hi! I'm trying to find a way to report on how long it took for someone to complete a task from the time it's created to the time it closes. Is this possible with the 'Task' object? I have a report that shows the number of tasks completed by person, read more

I finally have a chart I'm happy with the exception that the legend doesn't populate for Deal Stages that do not have Deals. I can get the stages to show up in the legend if I enter 0 for the Forecast Amount but then my Deals couunts are off. Any su read more

I have a forecast report that is two quarters out. HubSpot has last, this, next quarter as options but not two quarters out. I can solve this with some complicated custom coding, (in the process of) but I can't help but think there is a more e read more

We have recently implemented a system that assigns our key buyers one of three statuses depending on when their last meeting with us was. Anyone who we've met in the last 120 days is green, between 121-365 days is yellow, and anyone we haven't met i read more

Hi, I'm trying to create a report that shows email metrics (open rate and CTR) for our different email campaigns. My y-axis is the email open rate/CTR, and the x-axis is the name of the email, but I can't figure out how to add the email Send Da read more

Hi there I'd like to create a custom report which shows the number of meetings that were booked using HS meeting links of different HS users (reps). Ideally the report should look like a bar chart, where each bar shows the number of meetings w read more