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

I have a forecast report that is two quarters out. HubSpot has last, this, next quarter as options but not two quarters out. I can solve this with some complicated custom coding, (in the process of) but I can't help but think there is a more e read more

We have recently implemented a system that assigns our key buyers one of three statuses depending on when their last meeting with us was. Anyone who we've met in the last 120 days is green, between 121-365 days is yellow, and anyone we haven't met i read more

Hi, I'm trying to create a report that shows email metrics (open rate and CTR) for our different email campaigns. My y-axis is the email open rate/CTR, and the x-axis is the name of the email, but I can't figure out how to add the email Send Da read more

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

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

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

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