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Riley1343 on February 14, 2025
I want to track pipeline over time for the current quarter, (as in track the movement of everything meant to close in this quarter) but when I filter for a close date of this Q on a historical trending report it then drags deals that have a close lo read more
0 upvote
2 Replies
Participant
February 14, 2025 07:43
Thank you so much! I know how to create a custom property, but how would I set up that workflow?
PiLia on February 14, 2025
Hey I have following question. I have this dashboard and I would like to depict the total number (here 5) on the top/bottom, so that it is directly visible on the dashboard. Is that possible? Here the data is small, but with larger numbers its alw read more
0 upvote
1 Reply
Hall of Famer | Partner
February 14, 2025 04:03
Hi @PiLia , As far as I know, this cannot be included in the existing visualization. You would have to clone the report, choose the "Summary" ...read more
Solved
NTemmerman on February 13, 2025
Hi all, To improve our lead reporting I am setting up a dashboard to group the amount of leads that have been generated over the past few months based on a list gathering the contacts who've submitted a form and registered for an event (eventbr read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
February 13, 2025 15:43
Hi @NTemmerman , You could create a list of contacts that have clicked more than 5 marketing emails, but the timeline becomes a bit tricky bec...read more
ISmolin on February 13, 2025
Good day, colleagues, We are implementing a lead-scoring model on a company level as there is no option to do it on a lead level. I created a card - Lead Scoring level where we can see all criteria (BANT + company size, etc, and Lead scoring mo read more
0 upvote
1 Reply
Community Manager
February 13, 2025 13:34
Hey @ISmolin ! I think that workflow is a really efficient workaround. From what I understand, as well, the lead score fields only apply to Contac...read more
DCrinnion1 on February 13, 2025
Hey All, I have a question on how to turn a goals report in to a Cumulative line graph. At the moment I its got a date on the X Axis and Ive got it as a line graph but I can't find the option to make it cumulative. Can anyone please show me wher read more
0 upvote
4 Replies
Contributor
February 13, 2025 10:03
Hey! As this is a report based on Goals, I am not sure I can add any new Goals Properties that are just a date field type nor can I change the ty...read more
PCotter on February 11, 2025
Hi All, We've been using HubSpot to manage public facing marketing content for years, but just last year we started the process of onboarding the company to use it for its sales pipeline and CRM features. Initially, we discussed using activi read more
0 upvote
1 Reply
Community Manager
February 12, 2025 05:38
Hi @PCotter , hope that you are doing great! Thank you for asking the HubSpot Community! At the moment, you cannot report on attendance but I’ve...read more
Solved
DarrenScottUK on February 11, 2025
hi, we would like to build a custom report which shows activity from our sales team they have logged only for contacts who have opened a particular marketing email from us. We want to quantify the level of engagements this email has triggered but th read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 11, 2025 15:04
Hi @DarrenScottUK , There is a simple workaround here: create an active list du f contacts who opened your marketing email, then create a repo...read more
datx on February 11, 2025
I'd like a chart where each week, I can show each Rep on the team, and their current "pacing." Pacing here is defined as "average number of meetings they have booked per week" shown week over week. Example: for Week 4 of the quarter, the re read more
0 upvote
3 Replies
Member
February 12, 2025 12:52
Hi, just curious if anyone thinks it's possible to achieve this? @Gaurav_Aggarwal and @himanshurauthan? Thank you!
Solved
Mark_BTP on February 10, 2025
Hi everyone! Does anyone know how to create a report to track the duration of the emails from the time they were received from a contact to the time I responded to them? This way, I can determine if the service level agreement is met and I need to m read more
1 upvote
4 Replies
Accepted solution
Most Valuable Member | Platinum Partner
February 11, 2025 07:15
Hi @Mark_BTP so SLA's is a setup for the inbox and Help Desk in Service Hub you can read more info here Of course then you 'll get reports...read more
Solved
SFowler9 on February 10, 2025
With all the manual updates/changes that happen to deals, we would like to show the total value of all invoices (on the same deal), compare that to the deal amount, and also total the line items (on the same deal) - to make sure all three areas matc read more
0 upvote
4 Replies
Accepted solution
Contributor
February 10, 2025 09:35
A good way to automate this comparison in HubSpot is by using custom properties, workflows, and reports. Here’s a workaround: 1. Create custo...read more
Solved
ISmolin on February 10, 2025
Good day, colleagues, We are about to implement the Lead Scoring Model based on our criteria and the number of points the Lead should have to be moved (ideally automatically) to SAL (Sales Accepted Lead). I created such a field (SAL) in the Sal read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 10, 2025 06:09
Hi @ISmolin , Generally this should work, yes, but I think this overall process can be streamlined to be more direct / transparent: Creati...read more
Solved
NKolev on February 08, 2025
Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
February 09, 2025 01:37
Hi @NKolev , As far as I know, what you're trying to accomplish is not possible, unfortunately. That means you would either have to leve...read more
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