Hello, I’m trying to create a weekly report to track how many new contacts each sales rep has reached out to during the week — specifically: The contact has no open or won deals at the beginning of the week (they may have Lost or Unqualified d Leia mais

Hi, I am working on custom reports and want to create one for a particular stage. It will be months against ARR for "Closed Won" Stage. How can I do this? I tried a custom report but couldn't create for particular months. Then, it is for all sta Leia mais

Hi community - I'm working on a funnel report, and it's not pulling in deals we've closed this month. I have each stage laid out, and data is populating. But, it's not pulling in data from the deals I've closed in November to date. Any litt Leia mais

Hi, I am working on a custom report to see my ARR against each month. When I hover on the bar for ARR, it should show me which deals are giving me that ARR for each month. How can I do that?

Hello community... We would like to create more detailed company profiles on data we would collect in onboarding interviews with organizations. I am concerned that this data can change frequently (perhaps quarterly to up annually). If we create pro Leia mais

Hi, I would like to build a table in a deal journey report, where I would see how many deals go to the next stage, and how many to different categories of lost . I have managed that partially - what I want to keep is in yellow, but how to cle Leia mais

Hi there, I'm looking for a way to create a report where we can see the average sales activities on a company it takes to create a deal. To give some background, our sales team does quite some cold outreach (mainly calling, following up by email), Leia mais

My company uses the forecast submission tool for tracking our commits, closed won, etc. One important piece that I cannot seem to find is reporting on the forecast my reps submit week over week. I think it is imperative that we can view what everyon Leia mais

Hi everyone! 👋 I just wanted to check if it’s possible to connect both Google Analytics 4 (GA4) and Google Search Console data to HubSpot so that the website metrics show up in HubSpot dashboards. Our website is built on WordPress and the Leia mais

I’m looking for the best way to mark contacts as “Inactive” in HubSpot and be able to filter them out easily from the main Contacts view, while also making it clear on the company record that those contacts are inactive. Here’s the challenge: We Leia mais

Hi everyone, I hope you can help me. So HubSpot has an MRR report > Reports > Sales > Forecast & Revenue > Revenue (beta ) This has the filter/field "Existing Recurring Revenue" - image below When I try to build this Leia mais

We need the ability to use the out of the box Deal Pipeline Waterfall dashboard in ARR (annually recurring revenue). We are unable to customize the data field (amount) on the standard report. Has anyone found a work around?