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Solved
LisaSheppard on May 13, 2025
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
May 13, 2025 09:50
@LisaSheppard in that case you would visualize the Amount by Is Closed won , and filter the report by Is closed (numeric) and visualize as a p...read more
Solved
PRiv on May 12, 2025
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.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 12, 2025 11:38
Hi @PRiv , You would have to edit the report to ale the changes and include the missing lifecycle stages. Depending on where exactly you are i...read more
JPither on May 12, 2025
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
0 upvote
2 Replies
Top Contributor | Platinum Partner
May 13, 2025 01:13
Hi @JPither You can use the custom report builder in HubSpot to build a report that counts meetings per contact, rather than per meeting record. A...read more
Solved
ABlasky on May 09, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 10, 2025 00:59
Hi @ABlasky , Could you please share a screenshot of your report settings and filters? Are you using the single object report tool or custom r...read more
Solved
MJohnson59 on May 07, 2025
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
0 upvote
5 Replies
Accepted solution
Top Contributor
May 07, 2025 16:03
I'm out of ideas at the moment, but do try to play with the field order in the table, as it usually works from the biggest to the smallest number. Fo...read more
Solved
Hollybishop on May 07, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 07, 2025 08:26
Hi @Hollybishop , This is best done with a roll-up property: https://knowledge.hubspot.com/properties/create-calculation-properties In...read more
Solved
DE_adrex-pv on May 07, 2025
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
Accepted solution
Hall of Famer | Partner
May 07, 2025 03:56
Hi @DE_adrex-pv , This is a recurring topic in the community and ecosystem but as of now, if a property is read-only and automatically maintai...read more
YourSuperFriend on May 07, 2025
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
0 upvote
1 Reply
Top Contributor | Gold Partner
May 07, 2025 05:51
Can you provide more information about what's needed? I saw an older post about form submissions and deals/line items, but this is complicated to bui...read more
Solved
kovendhan on May 06, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 06, 2025 07:56
Hi @kovendhan , You can find information on this here: https://knowledge.hubspot.com/reports/how-often-do-analytics-in-hubspot-update ...read more
Solved
Ye_Sithu on May 05, 2025
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
1 upvote
2 Replies
Accepted solution
Top Contributor
May 06, 2025 04:19
This situation requires multiple elements to be present before even attempting to build the necessary reports. Assuming that when you mention con...read more
Solved
Osvaldor on May 05, 2025
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 05, 2025 16:05
Hi @Osvaldor , I'm following the overall math but not where exactly you want to store the result of the calculation (96). Where should this li...read more
JLethin on May 05, 2025
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
0 upvote
2 Replies
Participant
May 06, 2025 12:04
No sorry, I used the Goals function in Hubspot to set Yearly Closed Won Revenue Goals for the sales team. Those are the static lines that show up in ...read more
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