Hello Everyone, I am facing a problem where I have to create a report/dashboard that represents all the things below in one place. I was able to create a report which is showing the forecast amount of the following deal stages as c read more

Hi there, I am struggling to create a report for a client with Sales Hub Enterprise, Marketing Hub Professional, and Service Hub Professional as their plan with Hubspot. The reason I'm reaching out is that I am creating a revenue report for the read more

I am currently evaluating Hubspot CRM. Is there a page where I can see my emails for all contacts (inbox, sent, deleted etc), along with a task list. I want to see this for all companies/contact. Basically a unified email and to-do list. I use t read more

I am looking at creating a dashboard/report for KPI's based on the following: My deal stage starts as 'Enquiry' progresses through to 'Won' I want to find out what my conversion is from all enquiries I receive to 'Won' - I'm not worried about w read more

Hello, I have two date properties that I created. Some of my employees are responsible for multiple contacts. I want to see how long it takes each manager on average to get the contacts he/she is responsible for between the first date property a read more

HS Stack: Marketing Pro / Sales Pro It's easy enough to figure out a close rate for a moment in time by building a pie chart report with only deals in a "Closed Lost" or "Closed Won" stage. But what I'd really like is a look at this read more

Is there a way to pull a report of all quotes SIGNED in a certain date range?

Building a comprehensive dashboard for student admissions is key to evaluating recruitment performance and ensuring smooth operations. Recently, I designed a HubSpot dashboard for a group of schools to provide clear, actionable insights into their a read more

if(([properties.hs_analytics_source] == "Offline sources"), "Sales", "Marketing") This doesn't seem to work and I don't understand why. All Test Formula values resulting in a sample output of "Marketing" I prefer to avoid a workflow if possi read more

Hi HubSpot community! I need your help with the following: I run an ecommerce business, and I'm trying to create a report in HubSpot that shows each contact (customer) along with the total sum of all associated deal amounts that were created in read more

Hi community! I've made a repot and my client ask to add the names of all the sales reps below even if they have 0 deals that meet the filters, Is it possible? Thanks! 

This report is showing a moment in time. Meaning, this is how many people are in each stage today. However, what I REALLY want to know is how many people touched lead stage, touched MQL stage, touched SQL stage, etc. over a specific period of ti read more