Dashboards & Reporting

Hello! I need guidance on building percentage-based dashboard reporting for “Success Talks” meetings, given limitations with meetings/activity reporting. Our setup Contact properties: Type = “Remote Professional” Start Date (date) Lire la suite

Hi, Some times our deals can have two associated companies. For example, deal 12345 has two associated companies, one is Company ABC, the assoiation lable is ¨primary company¨, and the other associated company is Company DEF, the association lab Lire la suite

I am trying to created a calculated measure using Custom Report Builder based on certain condition. To Provide more context, what I want to create is that if a certain Deal meets certain condition, count the number of such deals and return a sim Lire la suite

My team is working a lot with sequence enrollments and we are looking for ways to track the performance of these sequences. The Sequence tab in Hubspot does work great, but sometimes we need different metrics side by side, or in a different format Lire la suite

Hello all. I am tasked with creating a few conversion reports on my sales pipeline. I need to see the conversion rates through the stages of my pipeline by country, sales rep, source, and the total conversion by pipeline stage. How should I proceed Lire la suite

Hi everyone, I’m trying to build a “conversion rate” report in HubSpot to measure: Number of won deals / total number of qualified deals at a global team level . On paper, this seems straightforward, but I’m really stru Lire la suite

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 Lire la suite

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, Lire la suite

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 Lire la suite

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, Lire la suite

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?