Hi, I'm new to HubSpot, I was wondering if HubSpot has a feature similar to SFDC where you can create one home page dashboard of Reports that changes according to a user's permission set and Regional assignment aka Dynamic Report. For Lire la suite

Hello! We are setting up our HubSpot SalesHub and we started dividing up into different pipelines - 3 total. We have also created various deal types. We still want at least 1 or 2 more levels of reporting and were thinking of utilizing the product t Lire la suite

I am trying to create a report that will show me the % of deals with a discount. I can get distinc number of deals with a discount and count of deals. I now want it to show me a percentage.

Hi there, Whenever I select the hubspot logo at the top left, it goes to the correct page but it has some advanced filteres that I havce to clear to view what I am used to viewing. Is there a way to disable these filters?

I've already read all the posts and watched the videos shared on renewals from other users, however our use case is a little different, so I'm trying to figure out the best way to do this. Our offering is a mix of hardware, that is purchase outr Lire la suite

Hello together, In "sales analytics" under "forecast and pipeline" there is a button "actions" with the option to add saved filters. My problem is where and how can filters are saved that I can add them in sales analytics and provide the filter to Lire la suite

Admittedly, reports is by far the hardest part of HS for me to get my head around. I want to create a report on our deals closed within an adjustable timeframe that have a meeting associated with it versus those without. We are just starting to get Lire la suite

Worked the problem - it was there all the time. Learnings. Hello, First time community post for me! I need to pull all Deals by Opportunity Type from our instance of Sales Hub Starter in preparation for a migration to Professional. My p Lire la suite

Has anyone built a means of tracking Sales Commission Calculations in Hubspot? I know that you can establish quota in Hubspot using goals and report against attainment to quota. However, I'm looking at options for reporting on quota and moving out o Lire la suite

Hey! Does anyone know how to reflect the accumulated amount (MRR) sum of company-associated WON deals onto a company-property, where it only shows recurring revenue and not one-time payments. The property called Total Revenue on Company records Lire la suite

We have an idiation sales stage with 0% probability attached. This is for the sales team to track their very early stage initiative. I would like to exclude that stage from the summary deals dashboard. Can that be done? Thanks

Hello, For the last few weeks, our weekly dashboard emails have suddenly stopped coming through. I have several KPI Dashboards set up for my team members and they all send a recurring report to each of them every week on Monday mornings. The la Lire la suite