In B2B, companies turn into customers, not contacts. However I can not report on this (anymore) simple question without having to create custom properties and workflows. HubSpot removed the properties that were able to report on this for som read more

Companies turn into paying customers, not contacts. However the Company properties (became / entered Lifecycle Stage) that made it easy to report on this were removed by HubSpot. How can I report on this simple question now? Do I really need to read more

We pay ongoing commission to our partners for deals sent our way, and have done so for many years. I'd like to show a cummulative report of the commission we pay, but only for the last year. My problem is that we've had deals close since 2015 that w read more

I’m trying to find a way to download or export chat conversations that have been closed in the Conversations Inbox. Ideally, I would like to export multiple closed chats at once. So far, I only see options to export conversation summaries (meta read more

I'm trying to create a quota attainment report that breaks down our quota attainment by quarters as that is how we track our targets. From what I can tell, the only frequency you can choose is monthly, which seems like an oversight when many compani read more

Hi, We have a custom object that tracks our accounts with useful data. 2 of the data points are installation dates of product A and it's extra module B. So some customers only have A, some buy B after a while and others buy them together at the read more

Hello Community, I created and shared a report with one of my customers. One of the users sees this message when she opens the report and clicks on one of the deals. For other users, it's working ok. Is that a permission issue? How can read more

Sales management is looking for visibility into sequences that are currently active and have steps scheduled within the next 7 days (on a rolling basis). Since many sequences span multiple weeks, using the initial enrollment date alone isn’t suffi read more

This is a new issue I've run into recently. When exporting my Deal view, one of the columns shown in "Associated Company", which before now always showed the company name in the exported data. Now instead of showing the company name, the export read more

Hello I'm trying to make a report on sent emails and opened emails by reps. But I can't combine the data in one report. Ideally it should look like this HS user Emails Sent Emails Opened Replies # (optional) Mike 58 21 1 Nick 120 read more

Hi! I'm trying to find a way to report on how long it took for someone to complete a task from the time it's created to the time it closes. Is this possible with the 'Task' object? I have a report that shows the number of tasks completed by person, read more

I finally have a chart I'm happy with the exception that the legend doesn't populate for Deal Stages that do not have Deals. I can get the stages to show up in the legend if I enter 0 for the Forecast Amount but then my Deals couunts are off. Any su read more