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Solved
DEvans48 on February 17, 2025
I'm using the filter section, and it doesn't seem to be recognising the filters I'm putting on. specifically : # Primary Company Then im using multiple companies to remove them from the list, starting with around 600 deals and over half of read more
0 upvote
3 Replies
Accepted solution
Recognized Expert
February 17, 2025 05:59
Hi @DEvans48 I'd say the filtering works, but the fact that you have added the additional company filters in the same filter group means one...read more
Solved
Andy_pmi on February 17, 2025
Hi everyone, I'm trying to create a report in which I see the meeting start date on the horizontal axis and the count of the different outcomes on the vertical axis. The idea is to see how many meetings were completed, rescheduled, canceled, etc. Th read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 17, 2025 02:57
Hi @Andy_pmi , Have you checked whether "Stattgefunden" is a meeting outcome that is separate from "Completed"? https://knowledge.hubspot.com...read more
Albus_Bui on February 16, 2025
Hello Expert, I need to generate some customed reports that use the properties "Date entered (some specific stage)" across 9 sales pipelines and the date range needs to be the same in all (For example, Date enetered stage 1 in pipeline A is ran read more
0 upvote
1 Reply
Contributor
February 17, 2025 04:31
Hello, As far as I know, HubSpot’s reporting doesn’t allow applying a single date filter across multiple Date Entered Stage properties. A workaro...read more
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
3 Replies
Participant
February 17, 2025 04:14
You're welcome! To set up the workflow, go to Automation -> Workflows and create a Deal-based workflow. Use the trigger Deal stage is known, then ...read more
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
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