I'm trying to create an active list of companies. the list is supposed to show companies who a) have zero open deals b) have no closed (won or lost) deals with a close date less than 365 days ago, and c) has at least 1 closed (won or lost) deal with read more

Good afternoon HubSpot colleagues. Our CEO is asking for a measure of velocity and momentum in our pipeline. We are new to Hubspot and at this point we are only implmenting HS for one of our prooduct lines. We would like to show a rolling 4 wee read more

Is there a way to get this info from the meeting scheduler into a report that shows how many viewers are converting? Rather than having to go into scheduler..... want to be able to add to a dashboard. Thanks

I wonder if there is a way (probably via workflows) to create a property that would show permanently the last activity associated to a lead before a meeting was scheduled with him. The objective is to see in reports the effectiveness of different to read more

Hi everyone! At my company, we use funnel goals , which means we set specific deal goals for each stage of our sales pipeline. However, when I'm using the Goal report , I can only create goals by pipeline , not by individual stages . H read more

I need a company property that tracks how many days it has been since the last meeting was logged. Hubspot's default last booked meeting date is insufficient because this tracks dates of when meetings are booked, not when they're actually logged or read more

Hello all, I am creating a report for an email series that is showing the open rate, click rate, etc. Next to each rate, I would like to add the total number of opens, clicks, etc., as numbers, not percentage. When I add the #marketing email read more

Hey All, Struggling to understand the best way to report on Meetings Booked for an SDR at my company. At the moment I report on if the meeting was created by their User ID. We had someone come through who booked a demo meeting on our website aft read more

Hi amazing HS community. I've been scouring the forums to see if this is even possible. I keep finding information that is close, but doesn't quite seem to work or I can't access the feature as we are Professional not Enterprise (so I don't know read more

Hello, We use several fields to note a user's role on a deal. We have a Closer 1 and Closer 2 property as well as an Originator 1 and Originator 2 property. We also have a "credit %", so if a deal has an amount of $100,000 and Person A originate read more

Hello: Our CEO would like to see a chart like the one below but he would like to see multiple bars for the stages rather than a stacked bar. Is this possible in HubSpot? If not, I assume I can do it be exporting to Excel and using a pivot table. read more

How to create a report from A to Z for total revenue from Paid Media