Hello, I have a question about two hubspot reports, I think I am being daft but would appreciate knowing the reason. We have historically measured bookings per month (so Deals entering Closed Won & Job Number Created, both have probabili read more
Hi @MelikeSezer , It is completely in our hands. From the above text, It seems that deals are created via any workflow, to change the name forma...read more
Hello, Is it possible to track over time how many quotes were created/sended out? For example I want to see how many quotes were created in the months of January, February & March individually. Thanky ou
It seems that the links to dashboard that are filtered using the new beta method are not static. You can literally watch the link change multiple times as you are viewing the dashboard. As a result we are unable to save specifc dashboard views.
Hello @NReid , thank you for posting in our Community!
I wanted to check if you have a specific example, such as a screenshot of this behavior. T...read more
Hi @JvanBeeck ,
The grey cards are inactive deals. You can choose when a deal should be shown as inactive through the board / card settings:
...read more
Hello everyone! Does anybody know how to sort all reports by creation date? I would also like to ask whether somebody knows where to find a creation date of a report.
Hi @LIsmailova , unfortunately "create date" is not saved when a report is created, so we're unable to sort by or see the creation date. We're limit...read more
Hello @XAiEstimation , this may not be possible within HubSpot right now, although that may change soon. You can only add tags to deals within HubSp...read more
I create some reports. The values are good on the report, but of we click to see te details, insteaf of showing only the result, it brings all data of the table
I am trying to create a report which visulises or lists contacts with more that one deal associated with them. I can create a simple custom report by choosing contact record id and count of deals, but I cannot then filter on count of deals. Ideally read more
When creating a report (chart) for a dashboard I have selected a date range of "Past Rolling 90 days (exluding today)". Originally the date field I chose was "Create Date" which is a HubSpot maintained property that tracks contact creation dates. Ho read more
Hello @FMEngineering , thank you for reaching out to our Community and providing this information.
I was not able to reproduce this on my end. Is...read more
Hi @danny2327 ,
For a lot of reports, there isn't any different between the two – specifically if you're reporting on anything that's in the p...read more
I have a request to add 'LinkedIn messages' to the Team activity timeline summary report. When I do add the filter for the report, it reverts to all of the activity of my team, when I have only filtered for 2 users (we have people in sales, service read more
Hi @AKnoll ,
Are you referring to the "Team activity totals" report? If not, could you specify where exactly you are finding "Team activity ti...read more