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KBrandt0 on March 24, 2025
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 read more
Participant
March 24, 2025 05:12
Fair, seems like there is no solution to the request then 🙂
ISmolin on March 22, 2025
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 read more
0 upvote
2 Replies
Contributor
March 24, 2025 02:01
Love you @karstenkoehler thanks a million! Done 🙂
Solved
ISmolin on March 22, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 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...read more
Solved
BMasek on March 21, 2025
Hi, How can I create a report showing Deals and associated contacts? Thank you
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 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...read more
Solved
Hardib81 on March 21, 2025
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 read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 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...read more
NathanAza on March 20, 2025
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 read more
0 upvote
1 Reply
Hall of Famer | Partner
March 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...read more
Solved
TVaz on March 20, 2025
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 read more
1 upvote
1 Reply
Accepted solution
Most Valuable Member | Elite Partner
March 20, 2025 08:39
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 ...read more
WTaitt on March 19, 2025
I've just updated my shopify intergration to the newst version and now have ecom purchases heading to the new "Orders" object. I do think it's good to have this seperate from Deals BUT I want to know if it's possible to create Single Object reports read more
0 upvote
3 Replies
Key Advisor | Elite Partner
March 21, 2025 06:54
@kennedyp Thanks for the Tag! Hi @WTaitt , Yeah, from what I can tell, the Orders object isn’t supported in the single object report ...read more
Solved
BJobse on March 19, 2025
Companies have a company owner, but internal stakeholders with us also interact with the company. Question, how can i build a report to see: Now I see the last contact moment with a company, but it is always in the name of the company owner and I read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
March 19, 2025 09:33
@BJobse in that case, build a report with the data sources mentioned in my first reply and simply add a report filter for "Activity assigned to" an...read more
SU-A-Ali on March 18, 2025
Hi, Can anyone suggest what might be causing this issue Or at least, can someone help me understand how Hubspot decides who to assign activities to - perhaps I'm missing somehting? We are using Instantly.ai for cold emailing and logging email read more
0 upvote
2 Replies
Key Advisor
March 19, 2025 08:20
I haven't personally used this integration before but from a quick glance it looks to be a fairly basic integration that only imports lists from Hubs...read more
TPaci on March 18, 2025
I want to build a report that shows the activity (calls, emails, SMS) of each sales rep and exclude any of that activity that is going to a Contact that is a "Customer". Basically, how many cold emails are being sent and outbound calls to non-c read more
0 upvote
3 Replies
Hall of Famer | Partner
March 19, 2025 09:29
@TPaci you just need to drag and drop "Activity assigned to" into the "break down by" area.
Solved
JPittam on March 18, 2025
Hi all. I've been using the "number of associated deals" property to highlight priority contacts we've worked with before on our company dashboards. This is a little too broad, however. I really need a second option: "Number of associated deals read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 18, 2025 07:48
Hi @JPittam , A roll-up property is the correct approach here - but you need an assisting custom property and workflow for the condition: ...read more
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