Hey, Is there a chance to create a report that shows how much time each deal spent in each pipeline stage? Example. Owner: Jack Deal Name: XYZ Time in Contact established stage: 7 days Time in Demo Pitched stage: 21 days
Hi @jrtbv ,
Happy to help here. You can use the same approach as explained here to create a filtered view: https://community.hubspot.com/t5/T...read more
Hey Hubspot Community! Is there a way for me to restrict certain reports from a user? Say for instance I want my Biz Dev team to be able to create their own reports but I don't want them to have the ability to see what another Biz Dev team member i read more
Hey @CCampbell_DI , thanks for reaching out! This is a great question.
Permissions for reporting are actually configured at the dashboard le...read more
I am trying to create a report to add to our Sales dashboard noting any time a deal is created over a certain threshold. We have pretty standard pricing and I want to make sure these outliers are noted and reviewed. Any guidance is appreciated.
Hey @AFlaherty6 , thanks for reaching out!
Are you referring to the "Deal amount?" If so, you should be able to create a custom deal report ...read more
Hello everyone, I am looking to create a report to measure the sales team's email output which does not include sequence emails. I spent a lot of time on customer builder, using Activities as my primary source, and Contacts as a seconda read more
To separate emails sent as part of a sequence from individual emails, you can use a combination of activity filtering and contact properties. Here's ...read more
I hace created an activity report by meeting log, the created by and assigned to fields show the same name, that is the person who created it, how can i assign this to someone else? I am unable to find the field. Thank you
Hi @SKanago ,
Thank you for reaching out to the Community!
It's not possible to edit the meeting log and its associations in the report, you...read more
Morning and TIA on any input... we are wanting to display a report on a dedicated computer of activity leaders and i know we can manually refresh or wait the 40 min for an auto refresh. question is, is there a better, more efficient way, to share t read more
Hi @SJeremias ,
A screen in the office can be a good way to remind everyone permanently. If you put up a dashboard in a browser, there are Fir...read more
Hi I have set up an automated report in the format of a table titled "Meetings booked for this Week by Sales Managers" When the report is emailed it only contains 8 rows. In actual fact there are 14 rows but you need to click on View in HubSpot read more
@LBom for the report with 14 rows - if you give the report more space in the dashboard so all rows are visible, it should include all rows in the e...read more
The weighted amount in the deal pipeline is based on whatever probability % is set in settings for the deal stage, even if you manually change the probability in the deal record. Example: - Deal Stage "Appointment Scheduled" defaults to 20% prob read more
I need to create a report consisting of all contacts created within the last 2 years (always rolling). I see that the farthest back it can be filtered by is the last 365 days. Is there anyway to change this to allow for filtering by custom number o read more
Hi @KThompsonOH , I hope you are doing well!
I took a look at the report filtering, did some testing. I found that currently there is no func...read more
Hey @YTrifonov , thanks for reaching out!
Check out this similar thread with step-by-step instructions for creating this report from @karst...read more