Hey everyone. Can anyone else confirm that the documentation for goals in HubSpot is outdated? I have Sales Hub Ent. and I created a single object deal based report. Yet, I am unable to add a goal line into my chart despite following instruction read more

Hey all, sorry for the confusing subject line.. I'm looking to create a report for our sales management that tracks the time it takes our team to respond to inquiries/form submissions but doesn't seem to follow the conventional method that the d read more

Hello! I have a report question I hope the community can help me with. Our KPI for one division of our Sales Team is to bring in 200k in the companies first month of onboarding. We have a few custom fields built out to help assist with this e.g. Fi read more

Hello, We use Associations on three of our primary objects, Companies, Contacts, and Deals and we would like to be able to use them as report filters across different objects. What is the best way to do this? I found the way to do it when lookin read more

Hi folks! Looking for some help with building out dashboards for our Sales leadership and Sales team individual contributors. I am pretty happy with what we have thus far, but I am trying to create a visual for the team to see team progress toward read more

I'm going to use a competitor's name in my post. Please be prepared. I have good reason. 🙂 When I used Salesforce for 5 years prior to using HubSpot, I was able to create row level and summary forulas with simple coding laguage, much lik read more

Hi there, I am looking for a way to calculate conversion rates of deals based on the first conversion property of the related company. How can I do this? I have a Sales Professional membershiop. Thank you!

Hi, colleagues, I created a report showing the number of leads in a pipeline in open status, meaning New, Attempting, and Connected. As you know, we can associate and create leads from contacts and companies. Our goal for this report is read more

Hi, colleagues, I am facing an issue, having a different experience using the same report. Please see below the one from Sales Analytics Deals Won & Lost where we can see conversion rate. Once I move exactly the same report to m read more

Hello, Is it possible to make a report that showcases the amount of meetings booked that has now become closed won deals to see the conversion rate between the two? And if so, is it also possible to make a report that shows it in a specific period read more

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