Hi All Wondering if anyone has been able to create a win analysis reporting in HubSpot. I'm currently having to manually export all of our data and calculate a win rate on a number of different factors. Essentially I want to know if it is p read more

Hello, I've created the report " Contact lifecycle stage funnel with contact totals and conversion rates" but they are not included all the stages. The "subscribers" and "Sales Qualified Leads" are missing.

I'm looking to track and report on the number of meetings logged/scheduled by members of my team. I'm aware this bit is simple enough. However, what we're looking to do is have it so that if a member of my team attends a single meeting with two dif read more

Our team has a Sales Hub Professional account. A request has come in from our leadership team to create a report of the Top 15 Deals by Amount. I see that I can set 10 or 20 rows of results to show in the dashboard. I also see that I can set the r read more

In our internal analytics process we extract Hubspot Emails (via API) that are to one of our inside sales reps from a Contact or from one of our inside sales reps to a Contact, that are not the result of a Sequence. For any emails that are directly read more

I want to be able to see how much each company ahs spent with us this year/this year so far. I cant seem to work out how to create this. I have designed this workflow but it's not working. I want to be able to compare total yearly spend to things li read more

Hi everyone, currently I face the following issue: In a report goals and achievments are shown for an easy visual comparison. The datapoints for the operation results are shown based on the automated date "closed and won". In daily usage it (schou read more

Hiya everyone! I have a presentation tomorrow and hoping there's an HubSpot Legend, Angel, unicorn etc. around tonight that could help me with some reports and finalising these? I have mock reports/charts etc. and everything to brief as needed. read more

Hi Team, We have created dashboards and placed several reports under them. We would like to understand how frequently these reports are being refreshed. It appears that the reports are not being refreshed in real-time automatically. We noticed read more

Hi Community, I'm trying to figure out how to create commission reports in HubSpot based on the Lifecycle Stage conversion rates of contacts assigned to each insurance agent (sales rep). Here’s our commission structure (sample figures for refer read more

Hi, I have customer stores in different areas and as a reference I have a certain amount of customer stores lets say 3 in an area with a population of 150 000 people which gives me 150 000/3 = 50 000. It means that I need a population density of 5 read more

I have read all of the help articles and posts but for the life of me I still can't figure out how to create the report I'm looking for. It would be easy if the existing reports allowed me to edit the data and add but Hubspot is not letting me do th read more