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Dashboards & Reporting

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SClifford5 on July 06, 2022
Calculated Fields
Hello, im using the feee datat sets feature in hubspot and have created a calculated field however what I want to do is then deduct that value from another field within Hibspot, any thoughts as I cant seem to find a minus function 🙂 T read more
Reply Custom Objects
0 upvote
0 Reply
katiebroyles on July 05, 2022
Deal Funnel with Two Pipelines
Here is the background: We are a short-term lender (6 months-5 year loan terms), and we wanted to create an easier way to track when a loan is paid off, as well as automate some items, but since there are different ways of paying off a loan (ie they read more
Reply Professional
0 upvote
0 Reply
sblocksidge on July 05, 2022
Over 80% of recent leads are coming in as Direct
For the past year or so, there has been a rapid progression of lead sources not being appropriately tracked via the HubSpot forms on our website. I have gone through all of the steps mentioned in various help articles and we check all the boxes, yet read more
Reply
0 upvote
0 Reply
RdeJong8 on July 04, 2022
Tracking multiple domains
Ha, So when we first started with Hubspot we did it with our root domain travelappeal.com. A couple of years ago, we also made a pivot to another industries. There for the domain dataappeal.io was founded. The first website is hosted on Hu read more
Reply Enterprise
0 upvote
1 Reply
danmoyle
Key Advisor | Diamond Partner
July 05, 2022 05:38
Hi @RdeJong8 . Here's a Knowledge Base resource on tracking across multiple domains in HubSpot . Hope that helps!
MHemsley on July 01, 2022
Send a report as CSV
Hello, I was wondering if there was a way to send a report in Hubspot as a csv? At the moment its just a view of the report and a clickable link that takes the user to the reports section not the report itself. Be more useful if it was a csv fi read more
Reply Admin
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 01, 2022 06:39
Hi @MHemsley , That's currently not possible, spreadsheets are not among the formats that can be selected when setting up report / dashboard e...read more
Solved
andredeoliveira on June 28, 2022
Export Activities logs
Hello I want to share our struggle here. Email is one example that we were trying to backup here and already facing limitations, but we need this to all activities types. We need for Task, Calls, Meeting, Email, Note, at least this: Wh read more
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0 upvote
2 Replies
Accepted Solution
johnelmer
Top Contributor | Diamond Partner
June 28, 2022 12:28
@andredeoliveira One option is to export all of your CRM data using Ultimate Data Export for HubSpot . Ultimate Data Export is available fr...read more
THodgson on June 28, 2022
Weighted Forecast Report
I'm new to creating reports and am look to produce a report that shows the weighted sales stages that is reflected in the deal amounts. So if a deal is worth 100k and sits at 50% the report shows it at 500k. I can't seem to find a way to produce thi read more
Reply Professional
0 upvote
1 Reply
JHaber6
Contributor | Partner
June 28, 2022 07:25
Hi @THodgson , you can use the field, 'Deal Stage Forecasted Amount' to see weighted numbers.
Solved
RFaulkner on June 27, 2022
MQL Reporting
Does anyone know of a dashboard that I can show how many MQLs we have, who those MQLs are against and also show their progress through the sales pipeline? I want to create a dashboard I can share with my board that shows the progress of our MQL read more
Reply Reports
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
June 27, 2022 02:09
Hi @RFaulkner , I'm not aware of an out-of-the-box dashboard, this probably doesn't exist. If you have a Professional subscription, thes...read more
CarlosEduardoEs on June 24, 2022
How to exclude other average time on stage on each stage column
Hi! I need to calculate the Average Time on Stage by each Phase, considering that all the Deals are in Lost. On the image below, i've underlined some examples that i need to exclude on the chart, so i must only consider the columns that refers to read more
Reply
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 24, 2022 23:08
Hi @CarlosEduardoEs , From your screenshot I can't tell how you're breaking down the count of deals in each deal stage. For example, under "Ne...read more
Solved
dougfairbro on June 24, 2022
Report showing new deals in pipeline this month
Hi there, Looking to set up a report that will show me the number of deals that have entered the sales pipeline this month. The problem I have is that the date of when a deal enters a pipeline isn't recorded. I'm aware there are properti read more
Reply Dashboards Reports
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
June 24, 2022 23:18
Hi @dougfairbro , This depends a bit on your sales process and how you're managing deals. Generally, a deal that enters a pipeline should not ...read more
Solved
DCowan on June 23, 2022
Creating reports that are based on dates compared to other dates
Hi HubSpot, I'm confused that I can make a workflow to create notifications of Deals that have a close date that is past or before another date property I have created but can't make a report to show all deals that fit the same attributes. I read more
Reply Reports Workflows
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
June 23, 2022 21:34
Hi @DCowan , This is already being reviewed and worked on by the product team. Other users have pointed out inconsistencies in filters across ...read more
DSMerancio on June 21, 2022
Product Activity Feed
When adding products, a "created on" date is visible, but a "edited on" and an "edited by" would be very useful information to know when last an item was edited and by whom. With pricing fluctuations and industry changes, this could be a useful fiel read more
Reply Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 21, 2022 23:32
Hi @DSMerancio , Requests like these are best posted to the HubSpot Ideas section of the community. The product team reviews them based on t...read more
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