I am trying to generate a report that allows me to show meetings that have been booked by AEs from a self-generated source. The issue is that there doesn't;t appear to be a way to associate a lead source with a meeting, or to be able to report read more

Hi, I am looking for a maintainable solution to track the source "events" when uploading a list of participants to HubSpot. Now, I want to walk you through some of the considerations I've made and ask for advice for the most elegant, simple, read more

Hi, I would like to setup weekly KPI goal tracking on calls & meetings and display on a dashboard. This can be displayed nicely using conditional formatting however it requires manually adjusting the threshold to show the KPI Intres read more

I'm trying to create a custom report that shows who within my team has created a deal. It appears to be some-what working, but the majority of them show a blank field. Does anyone know why that could be happening?

Hello Guys, I have been trying to do an automation for almost a month and it's not working. Here's the deal: I need to copy the contract expiry date from a DEAL to the same property in COMPANY. But, every time that we have a new deal, they copy read more

I am trying to get a report running where I would filter out companies that has the Child association label and only have companies with the Parent label or no label. For that I understand that I would need to edit the data sources to have the p read more

Hi all, I have just discovered a new feature in one of my reports where I can compare graphs with the previous 92 days or year. However, when I save the report, I only see one graph?

Hi I'm struggling to find an answer to my query on the forums/knowedge bases. Can you tell me whether it is possible/how to do it - I want to be able to either add to view and/or report on the last note entered against company record. Is read more

The activity timeline report is amazing but I need to have the report have a filter to select deal stage as certain deal stages matter to see the activity and certain do not. I would also need the deal name in the interaction as well. I have tried t read more

Hello! when i create a funnel report to get the conevrsion rate, is it possible to add the Deal amount?

Hello, I have successfully connected the domain (website pages, blog, landing pages, sales & service email (tracking) as well as email sending domain. Despite going through all these steps I am unable to send dashboards via email to external ema read more

I want to set up a report on how many of our qualified leads (from the prospecting workspace), turn out as sales (in our deal pipeline). And bonus if i also can see the amount those sales bring inn. NB: I have HubSpot professional, not enterpris read more