Dashboards & Reporting

Any one know how to make a pipeline coverage report? it requires access to the deals and goals data sources. The Forecast page shows the coverage value so it's calculating it but I want to put that number in a report. The Single Object report can Leer más

Hello All. I need to create reports about pipeline overview by stages daily, weekly and monthly. I keep stumbling upn the same problem: there is not a date range not connected to a date property - meaning I can only see deals created daily, weekly, Leer más

Hi! Until last week, we were only using Deals for our prospection. We recently switched to leads, so I created all our leads at the same time, and give them a Lead Stage (new, attempting, connected, qualified) based on the deal stage of the pr Leer más

Do you know if it's possible to get historical snapshots of: - Contacts by lifecycle stage - Leads by Lead Stage I can see in the forecast page this feature exists for Deals but I'm looking to have the same for the two cases above. Please, Leer más

Hi! I am building reports to get a view of our sales team's activities. Salesloft provides engagement metrics for emails and calls such as opens, clicks etc. Is there a way to integrate this data into my HubSpot reports? Thanks!

Hello all - We have made some updates to Company Names in Hubspot but its not reflecting in reporting. It is reflecting on the Deals but when you pull a report, the company still reflects an old name. How do i get it to change?

Kia ora Team, Our organisation uses Deal Collaborators to list up to 4 collaborators at a time. We are running into issues when it comes to filtering our reports by these collaborators. Presently we need to filter our reports by Collaborator name, Leer más

Hello, I am running into an issue when creating reports where I am not able to just display a date or time, and I'm forced to use a summary. Example: I am creating a report of all meetings held in a time period. I want to list out the meetings da Leer más

I want to extract report where tasks are null. How to do that?

This is driving me mad as I did this in my previous company but now I can no longer find out how I did it! I have created a revenue goal and can see the target line and our progress against it. Simple. I now want that same target line but in Leer más

I would like to create a report where I am able to see our deal pipelines further broken down by segmented companies. For instance, I have companies listed in static segments that we would like focus on: 1. "sister company" clients, 2. US Market, 3 Leer más

Hi - I'm looking to build a report that can show me a few things, and am running into trouble with the custom report builder on making anything work. Wondering if others have tried to create or solve for the same problems and questions 1) I want Leer más