Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then Leer más

As par tof my MasterMind group, we are looking to enter metrics for the amount we quoted every month. I have the report, I set it to filter based on: Date entered "Client Reviewing Proposal" Problem is if we quote a deal on December 10th, win i Leer más

Hi all, I'm trying to solve an annoying issue. We use a custom table report each month as a sales reporting tool on Deals. It's very important for our other systems that these reports stay structured correctly and in the same order. The issue we a Leer más

We have some reports where we are not able to attach a csv. I think its because there are limitations on using Custom Report Building but the documentation is sparse on details on what the limitations currently are for this feature. The only men Leer más

When creating a view (by company) we can currently add a column for "last contacted" - however, you cannot add a column to view the outcome of that touch point via "call outcome" or any other custom property created. In addition, you cannot add the Leer más

Does anyone have any advice on how to use the Qwilr proposal widget? It is setup, and functioning in Qwilr, but the widget is not visible on my Hubspot customer profile on the right side taskbar where the documentation indicates it should be.

I am attempting to create what I think is a basic report but struggling to build it. I would love somw pointers on how to do create the report: BACKGROUND: I recieve orders from my Shopify store (connected to Hubspot) I also recieve payment Leer más

Hi All, My organization has started using HubSpot as our primary tool for tracking business development activity across the firm. We've got some great dashboards produced for tracking the numbers, but one of the areas our leadership also wants t Leer más

Hello! I am searching for help with a reporting issue we are having. We are trying to track contacts through every point in the lifecycles (ours is: MQL, SQL, Opportunity, Customer). But we are finding that HubSpot is not tracking those stages c Leer más

I am trying to analyze which channels form my sales funnel that generates mot sales. For ex see picture below, the left pie shows the generated contacts based on source (google, email etc) the source is a specific contact property. The left pie sh Leer más

I wanted to set benchmark value or the range minimum to maximum value in which the KPIs plotted in the chart can be. Basically, I wanted to see whether the KPI visualized in the chart is in the benchmark or limit. I wanted to show benchmark Leer más

My org has a business model which incentivizes our customer care agents to persuade customers calling to cancel their service to avoid cancelling their subscription. For every customer the agent is able to prevent from cancelling, that call is consi Leer más