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jrtbv on June 01, 2023
Hey, Is there a chance to create a report that shows how much time each deal spent in each pipeline stage? Example. Owner: Jack Deal Name: XYZ Time in Contact established stage: 7 days Time in Demo Pitched stage: 21 days
0 upvote
1 Reply
Hall of Famer | Partner
June 02, 2023 00:12
Hi @jrtbv , If you have access to reports in the Sales Hub, you should also have access to sales analytics . Navigate to Menu > Reports...read more
jrtbv on June 01, 2023
Hey, How to create a report that will display missing fields in deals in my pipeline? Regards, OM.
0 upvote
1 Reply
Hall of Famer | Partner
June 02, 2023 00:17
Hi @jrtbv , I would work with a saved filtered view here, not a report. Navigate to Menu > Sales > Deals and select the list...read more
jrtbv on June 01, 2023
Hey, How to create a report that will display deals without next steps?
0 upvote
1 Reply
Hall of Famer | Partner
June 02, 2023 00:20
Hi @jrtbv , Happy to help here. You can use the same approach as explained here to create a filtered view: https://community.hubspot.com/t5/T...read more
CCampbell_DI on June 01, 2023
Hey Hubspot Community! Is there a way for me to restrict certain reports from a user? Say for instance I want my Biz Dev team to be able to create their own reports but I don't want them to have the ability to see what another Biz Dev team member i read more
1 upvote
1 Reply
Recognized Expert | Platinum Partner
June 01, 2023 15:56
Hey @CCampbell_DI , thanks for reaching out! This is a great question. Permissions for reporting are actually configured at the dashboard le...read more
AFlaherty6 on June 01, 2023
I am trying to create a report to add to our Sales dashboard noting any time a deal is created over a certain threshold. We have pretty standard pricing and I want to make sure these outliers are noted and reviewed. Any guidance is appreciated.
1 upvote
1 Reply
Recognized Expert | Platinum Partner
June 01, 2023 14:23
Hey @AFlaherty6 , thanks for reaching out! Are you referring to the "Deal amount?" If so, you should be able to create a custom deal report ...read more
HRich on May 31, 2023
Hello everyone, I am looking to create a report to measure the sales team's email output which does not include sequence emails. I spent a lot of time on customer builder, using Activities as my primary source, and Contacts as a seconda read more
0 upvote
1 Reply
May 31, 2023 15:14
To separate emails sent as part of a sequence from individual emails, you can use a combination of activity filtering and contact properties. Here's ...read more
SKanago on May 31, 2023
I hace created an activity report by meeting log, the created by and assigned to fields show the same name, that is the person who created it, how can i assign this to someone else? I am unable to find the field. Thank you
0 upvote
1 Reply
Accepted Solution
Community Manager
June 01, 2023 13:33
Hi @SKanago , Thank you for reaching out to the Community! It's not possible to edit the meeting log and its associations in the report, you...read more
SJeremias on May 30, 2023
Morning and TIA on any input... we are wanting to display a report on a dedicated computer of activity leaders and i know we can manually refresh or wait the 40 min for an auto refresh. question is, is there a better, more efficient way, to share t read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 30, 2023 09:50
Hi @SJeremias , A screen in the office can be a good way to remind everyone permanently. If you put up a dashboard in a browser, there are Fir...read more
LBom on May 30, 2023
Hi I have set up an automated report in the format of a table titled "Meetings booked for this Week by Sales Managers" When the report is emailed it only contains 8 rows. In actual fact there are 14 rows but you need to click on View in HubSpot read more
0 upvote
2 Replies
Thought Leader
May 30, 2023 21:18
@LBom for the report with 14 rows - if you give the report more space in the dashboard so all rows are visible, it should include all rows in the e...read more
spatrizi-cv on May 26, 2023
The weighted amount in the deal pipeline is based on whatever probability % is set in settings for the deal stage, even if you manually change the probability in the deal record. Example: - Deal Stage "Appointment Scheduled" defaults to 20% prob read more
0 upvote
1 Reply
Community Manager
May 29, 2023 12:34
Hi @spatrizi-cv , Thank you for reaching out! If you are still running into this behavior, I would recommend connecting with HubSpot ...read more
KThompsonOH on May 26, 2023
I need to create a report consisting of all contacts created within the last 2 years (always rolling). I see that the farthest back it can be filtered by is the last 365 days. Is there anyway to change this to allow for filtering by custom number o read more
0 upvote
1 Reply
Community Manager
May 29, 2023 11:31
Hi @KThompsonOH , I hope you are doing well! I took a look at the report filtering, did some testing. I found that currently there is no func...read more
YTrifonov on May 26, 2023
Hello, Can you advice me how can I create a report for calls with custom outcomes. With this outcomes:
1 upvote
1 Reply
Recognized Expert | Platinum Partner
May 26, 2023 08:47
Hey @YTrifonov , thanks for reaching out! Check out this similar thread with step-by-step instructions for creating this report from @karst...read more
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