Our team has a Sales Hub Professional account. A request has come in from our leadership team to create a report of the Top 15 Deals by Amount. I see that I can set 10 or 20 rows of results to show in the dashboard. I also see that I can set the r read more

In our internal analytics process we extract Hubspot Emails (via API) that are to one of our inside sales reps from a Contact or from one of our inside sales reps to a Contact, that are not the result of a Sequence. For any emails that are directly read more

I want to be able to see how much each company ahs spent with us this year/this year so far. I cant seem to work out how to create this. I have designed this workflow but it's not working. I want to be able to compare total yearly spend to things li read more

Hi everyone, currently I face the following issue: In a report goals and achievments are shown for an easy visual comparison. The datapoints for the operation results are shown based on the automated date "closed and won". In daily usage it (schou read more

Hiya everyone! I have a presentation tomorrow and hoping there's an HubSpot Legend, Angel, unicorn etc. around tonight that could help me with some reports and finalising these? I have mock reports/charts etc. and everything to brief as needed. read more

Hi Team, We have created dashboards and placed several reports under them. We would like to understand how frequently these reports are being refreshed. It appears that the reports are not being refreshed in real-time automatically. We noticed read more

Hi Community, I'm trying to figure out how to create commission reports in HubSpot based on the Lifecycle Stage conversion rates of contacts assigned to each insurance agent (sales rep). Here’s our commission structure (sample figures for refer read more

Hi, I have customer stores in different areas and as a reference I have a certain amount of customer stores lets say 3 in an area with a population of 150 000 people which gives me 150 000/3 = 50 000. It means that I need a population density of 5 read more

I have read all of the help articles and posts but for the life of me I still can't figure out how to create the report I'm looking for. It would be easy if the existing reports allowed me to edit the data and add but Hubspot is not letting me do th read more

Hi all! Hoping someone can help me with this - I'm trying to create a dashboard report that would show a salesperson a list of customers who have 0 sales but that had sales last year. Technically a stagnant customer report. Are there any build in read more

We have several types of lead capture forms on our site. Request Demo Contact Sales Event We have a large amount of Request demo forms, and I would like to group all of the forms by type withing a report so the data is displayed as total num read more

For one of my custoemr thier Latest Traffic Source Data 2 value is 262269760. Does anyone know what that relates too?