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Is it possible for me to make this pie chart not show slivers in it for zero values? Also can I make it not show duplicates just because the deal has two companies listed?
Au panthéon de la communauté | Partenaire solutions
Mars 26, 2025 01:14
Hi @NHorne99 ,
If you do not want to see the $0.00 slice, in the report filters, specific a filter for "Deal amount is not equal to 0".
...Lire la suite
Hi there,
In the Goals tool under Reporting- I've created the goal "Calls Made" using the Calls Made template. I assigned the goal to 3 users.
In the single item report builder under Display Options, I'm only seeing the option to "includ Lire la suite
Hey @AFish ! Thanks for the post and for including such great examples. I have seen this happen when the user you are filtering by does not have t...Lire la suite
Hello, I would like to create two reports that refers to one specific company: - a first report that show the average time to close conversation of chat conversation for this company - a second report that show the average time to close conv Lire la suite
Hello Pam, thanks a lot for your wuick answer. The company is correctly associated. It also does not work with the company ID. However it works wit...Lire la suite
I had a need to display the most recent note as pulled from the "Note Body" field. I wasn't able to find a workaround that didn't show duplicate contacts and all notes associated with that contact, vs just the most recent one. A few other posts didn Lire la suite
@TYuan4 , Thank you so much for sharing this with the Community! I am sure plenty of community members will find this helpful. I encourage you to ...Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 24, 2025 13:13
Hi @ASpencer0 ,
Not retroactively (at least not without custom code), but going forward, yes:
Create a deal roll up property that counts a...Lire la suite
Hi HubSpot Community, I’m looking for a way to create a dashboard that gives our sales representatives an easy overview of their contacts and their interaction with marketing emails. Ideally, we want to see: Contact Name Email Mobile Phone Lire la suite
Hi, colleagues, I want to see in a report how many days the lead is open (from the created date till today - rolling), but I can not find a property to reflect it. Does it mean I will need to create a date picker property from the created object Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 22, 2025 06:03
Hi @ISmolin ,
This is easiest done with a 'time since' property based on the create date: https://knowledge.hubspot.com/properties/create-cal...Lire la suite
Hi, colleagues, I created a company-size property (on a lead level with a drop-down menu) and want to add it to a report to make it visible. It doesn't appear (pop-up) as an option to choose. Why? Thanks
Au panthéon de la communauté | Partenaire solutions
Mars 22, 2025 06:02
Hi @ISmolin ,
Can you please share a screenshot of the report you're trying to build? Have you made sure to:
Reload the report windows sin...Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 21, 2025 14:49
Hi @BMasek ,
This can be done with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-bui...Lire la suite
We want to create a report is only showing contacts that: - Have a cancelled/no show First Sales Demo meeting - And do not have another meeting (either active or complete)? For example, if someone books a demo and cancels, then books a secon Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 21, 2025 04:13
Hi @Hardib81 ,
I wouldn't do this with a report but with a simple list:
Create a list of contacts associated to an activity where activity...Lire la suite
Hi Guys, (Issue) How can we attribute a point or count to each update of the deal now? As there is only 1 deal owner. Many times when we have a single deal, we have multiple estimators in the team updating the deal value on a requote for t Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 21, 2025 01:05
Hi @NathanAza ,
It sounds like what you're trying to achieve could be accomplished with deal splits: https://knowledge.hubspot.com/records/sp...Lire la suite
Hey everyone! We’re still struggling to effectively compare our reports against our specific goals in HubSpot. The default reports only allow us to set revenue targets based on total amounts, but we have other key financial metrics we need to tr Lire la suite
Hey @TVaz - I think it's possible with some custom property work. For tracking ARR, you can set up a custom property to capture this data and then ...Lire la suite
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