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 @AKolb ,
Tracking event interactions through the original source properties is not a good idea, in my opinion – as you probably also want t...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?
Deal owner is different from created by (for our team). We have an Inside Sales team that creates the deal and passes it off to our Sales Reps. Thank...read more
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
@YdeBritoManoc it looks like your test deal isn't meeting the enrollment criteria then – have you checked if it has the correct deal type etc? You ...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
Yes, it's a calculated property. What it does is aggregates the number of contacts that have a specific Persona in the account. So it would tell me h...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 Kennedy, Thanks for your response! You understood my question but then I don't understand why a comparative graph doesn't show two different graph...read more
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
Hi @TEdwards4 ,
HubSpot does not have a concept of first or last in reports - this is currently not possible, no. You would have to display al...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
Hi @JDaddesi ,
Could you specify which report exactly you're referring to, where in HubSpot are you accessing this? If you're referring to the...read more
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
Hi @TSolomons-Tibi ,
HubSpot dashboards can only sent to registered users, so that would be expected behavior. There aren't any settings (doma...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
@HenrikHS - My assumption is that when a Lead is set as Qualified in the Prospecting Workspace a Deal is created on the pipeline, in the first stag...read more