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Solved
VRakitski on April 22, 2025
Hi there I'd like to create a custom report which shows the number of meetings that were booked using HS meeting links of different HS users (reps). Ideally the report should look like a bar chart, where each bar shows the number of meetings w read more
Accepted solution
Hall of Famer | Partner
April 22, 2025 09:09
Hi @VRakitski , Yes, under Menu > Reporting > Reports > Create report > Single object > Meetings, set up the below: ...read more
Jaylin on April 22, 2025
Hi everyone, i have a question about Goal Report. i create a Goal by team, not users. and when i checked the report, the number of KPI value is not equal to the acutual number. do you know why? if the US team have 10 users, 5 of them have the read more
0 upvote
3 Replies
Hall of Famer | Partner
April 22, 2025 01:36
@Jaylin not as far as I know, no. The same rules from my previous reply apply, regardless of whether the goal references a user directly or a team ...read more
Solved
WSurgenor on April 17, 2025
We are exporting reports on a monthly bases. These report include properties that are percentages in HubSpot (example 2.5%) . However, when you export that report to a CVS file is exports to a number but only to 2 decimall places, resulting in an un read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 18, 2025 01:54
Hi @WSurgenor , I assume that there's a reason why you must export the report and not from the record index page itself, correct? Exporting fr...read more
Solved
JPither on April 17, 2025
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 17, 2025 07:34
Hi @JPither , HubSpot's list filters always work on the basis of "is associated to at least one", there is no filter option for "is not associ...read more
Solved
JSchmitz2 on April 16, 2025
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
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
April 17, 2025 00:31
Hi @JSchmitz2 , There you go 🙂 Simply set up a report based on the data source "Deals" like shown below in the custom report builder. ...read more
Solved
SBale on April 16, 2025
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
Accepted solution
Hall of Famer | Partner
April 16, 2025 14:44
Hi @SBale , No, not directly. The closest workaround would be a customer journey analytics report that shows the conversion from form view to ...read more
Solved
JOrtiz2 on April 16, 2025
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
0 upvote
3 Replies
Accepted solution
Participant | Platinum Partner
April 16, 2025 07:37
Hi @JOrtiz2 , Thanks for reaching out. HubSpot doesn’t natively store a “last non-meeting activity before X” record, so Custom Code is t...read more
Solved
TVaz on April 14, 2025
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
0 upvote
4 Replies
Accepted solution
Participant | Platinum Partner
April 16, 2025 07:47
Hi @TVaz , You're right!! HubSpot’s native Goals tool (Professional tier) only supports setting goals at the pipeline level, not by individual...read more
Solved
JPither on April 14, 2025
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
April 14, 2025 07:36
@JPither unless you want to include yesterday, it would have to be less than 0 days as that translates into "between last midnight and now". ...read more
Solved
KristinSergieva on April 11, 2025
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
0 upvote
1 Reply
Accepted solution
Top Contributor | Platinum Partner
April 11, 2025 08:22
Hi @KristinSergieva ! I ran into the same issue before and apparently when you are adding analytics like clicks and opens you can't put them...read more
Solved
DCrinnion1 on April 10, 2025
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
0 upvote
3 Replies
Accepted solution
Contributor | Platinum Partner
April 10, 2025 08:30
Hi @DCrinnion1 Great question — and it’s one that comes up often when Sales and RevOps teams want to assign credit more accurately for meeting...read more
Solved
BHarris-AU on April 08, 2025
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
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
April 09, 2025 00:11
Hi @BHarris-AU , Here's how I would approach this: Create a roll-up property that counts how many meetings there are associated with a dea...read more
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