Hi everyone, We have a custom object called "Candidates" with custom stages such as Review, 1st Interview, 2nd Interview, 3rd Interview, Offer, and Hired. We’d like to create a funnel report that tracks the conversion rate from the Review stage read more
Hi @Hubwrec , I hope that you are well! Excellent question, thanks for asking the Community! I'd love to put you in touch with some of our Top E...read more
Hi all, I am trying to have a dashboard that shows me sales team calling hours vs call results (answered/not answered) My goal is to show the team what time of the day they should call client based on past data of answered vs unanswered cal read more
Can any one help me to match the report which the filter I have attached, currently reports filters not matching with the tasks object filters on table Thanks
@IntegriPro because "less than 1 day from now" could also be tomorrow, depending on the time of the day. HubSpot, for some reason, doesn't make the...read more
Hallo Team, ich glaube, ich stehe aktuell etwas auf dem Schlauch. Es gibt unter Berichterstattung - Service Analytics einen Bericht über das Support Volumen. Diese haben ich wie folgt konfiguriert. Er zeigt mir also die Anzahl der Tickets read more
@MWolters es ist leider nicht möglich, sich über einen benutzerdefinierten Zeitraum einen Durchschnitt anzeigen zu lassen. Wenn das eine Kernanford...read more
Hi All, I am trying to create reports for management and wanting to make it so only specific people or team can see the dashboard. I have looked on the help articles and it shows and extra line comapred to what I see in managing access. I am a supe read more
Hi @Hyroxware ,
Which HubSpot subscription(s) are you on? Sharing with specific users and teams is an Enterprise feature: https://knowledge.h...read more
Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s read more
Hello @EVernon0 ! Sorry to see you are having this issue.
Did you try keeping the increment in a separate property and updating the deal amoun...read more
Hi, looking for some advice from the HubSpot community. More & more we're looking to segment our monthly reporting to show 'new leads' acquired into HubSpot by marketing for the first time vs. existing leads that have been influenced by market read more
Hi @LBennett7
It can be tricky to advise without all the context but I think within a certain degree of accuracy you can use the first conve...read more
I'm trying to create a Formula Field in a dashboard to get monthly averages for the year. - Each month I want to know how many contacts have a demo request date - Count the contacts each month - Then take the average of that on a monthly bas read more
One of the tricky things about calculation fields, is for it to work in reports, all of the calculation fields need to have a value. What that mean...read more
I have a report which pulls Annual Recurring Revenue from Line Items on Closed deals. I have line items on that run 12 months from 1/07/23 on deal #1 (£57k) and 12 months from 01/07/24 on deal #2 (£57k). Yet the report is still counting the read more
That's going to be hard to achieve in the standard reporting tool as there's no way to 'drop off' a line item's revenue by using the close date prope...read more
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
This is what my deal stages amount report looks like for now and I want to add other rows to it which will reflect sum of other two stages. ...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
Hi @BPlourde ,
No, this does not exist. There is no central inbox, HubSpot assumes that you're using an email client (and the HubSpot sales ex...read more