Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
BPlourde on October 04, 2024
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
0 upvote
2 Replies
Participant
October 04, 2024 15:30
What I'd do in this case is likely either use the paid Prospecting feature (which is awesome) or create a custom dashboard that shows email...read more
Solved
CLewry on October 04, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 04, 2024 04:59
Hi @CLewry , You're correct, this type of reporting is not possible in the free CRM. In the free CRM, you're limited to the reports in the rep...read more
Solved
maulpaurer on October 03, 2024
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
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 06:01
Hi @maulpaurer , This can be achieved with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties ...read more
Solved
tharland on October 02, 2024
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 01:21
Hi @tharland , Happy to help! You're additional requirements make sense, but the report I proposed is as far as you can get with the custom re...read more
PWatts0 on October 01, 2024
Is there a way to pull a report of all quotes SIGNED in a certain date range?
0 upvote
2 Replies
Contributor
October 01, 2024 16:53
Can you clarify what you mean by storing the quote? It is housed in quotes in HubSpot. We also store a copy in a digital file on the network.
TAG-MC on October 01, 2024
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
1 upvote
2 Replies
Participant
October 02, 2024 07:10
Hi Diana 👋 Thank you so much for your feedback! I completely agree ✅ — tracking student admissions through a well-structured dashboard is a g...read more
CBabin0 on October 01, 2024
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
0 upvote
3 Replies
Hall of Famer | Partner
October 01, 2024 15:47
@CBabin0 to rule out that this is a reporting issue, have you checked the individual records that appear to be wrong? In any case, this looks...read more
Solved
CDeMares on October 01, 2024
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
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
October 01, 2024 11:12
Hi @CDeMares , check out this Loom - https://www.loom.com/share/83d997ce4b39452a937405a244ad529e?sid=9a8b39aa-31ba-4b9c-a1af-ab2b9c364d4c
Solved
TPesach3 on September 30, 2024
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! 
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 01, 2024 00:05
Hi @TPesach3 , This can now easily be done with a custom report: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-...read more
Solved
MGenskow on September 27, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 27, 2024 11:06
Hi @MGenskow , This is stored in the contact property Date entered [lifecycle stage] : the date and time when the contact entered the stage....read more
HoldenBrand on September 27, 2024
Hi All, First time post here. We've spent a considerable amount getting our Hubspot implemented/integrated into our systems using their API (workflows, sequences, tasks, etc etc), but the reports are lacking and we desparately need these reports read more
0 upvote
4 Replies
Hall of Famer
September 27, 2024 20:51
you're welcome @EHoffman2 , appreciate you offering your services to work with @HoldenBrand to get the reports built that they need!
Solved
EXayavong on September 26, 2024
Hello everyone, I'm trying to set up a table/matrix that can show me if a particular call log is being used or not. So far I can figure out how to show all call notes with this specific product name, but I can't figure out how to get it to show if read more
0 upvote
1 Reply
Accepted solution
Guide | Elite Partner
September 26, 2024 19:44
Hi @EXayavong It sounds like you're trying to build a report that checks whether a specific call log with a product name exists for a compan...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.