I have a customer that is using Hubspot calling and we built a report to see how many calls each rep is making. The report is incorrect and showing way more calls than were actually made. Below are the filters AND here is what we want dis read more
@Huntscape-Ops there's only a file name in your reply, no image.
Are you sure that you're looking at an unfiltered activity timeline for that...read more
Need the ability to Archive unused reports and to categorize our custom reports into folders. A views / folders capability is imperative especially as we create more and more reports as it leads to the risk of non-managed reports and duplicates bei read more
Hi @CCaldwell2 ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...read more
Hey, I'm trying to create a report that shows the total number of SDRs across our teams in different cities (e.g., SDR-Rome, SDR-Milan) and calculate the average number of meetings booked and completed per rep. However, I've encountered a chall read more
Hi @NKolev
This is a common obstacle as far as HubSpot's reporting is concerned. By default, reports only include users that have some acti...read more
Hi HubSpot team, we want to embed some report from some other paltform. it seems this outside reports couldn't be shown in the mobile. do we have some way to shown the outside report in mobile dashboard?
Hi @Jaylin ,
Please consider reaching out to the HubSpot Support team for further assistance. Based on my understanding, I’ve shared the most r...read more
I want to create a report that shows the value amount of closed won deals compared to the entire pipeline's value. For example, closed won deals equals $50,000 and the total pipeline's value is $250,000. The win % value would be 20%. Is there a way read more
hi @JHuval From what I know, HubSpot gives you two workable roads:
• Sales Analytics tool (Sales Hub Pro / Enterprise). Go to Reports → Sal...read more
Hi, I'm going to the 'contacts' page on Hubspot, and entering a client name. When I'm ticking the box by 'name', and then 'selecting all records', the option to 'export' disappears. Basically, as soon as I tick the box by any of the nam read more
I am trying to report for the month of May. And there is a total number of tickets of 216 but when I export to have a look at the group names there are less tickets. but the exported Excel file only includes 40 tickets grouped by club n read more
Hello @KNaidoo1 , I understand you're seeing a difference between the total ticket count (216) and what appears in your exported file (40 tickets)...read more
I am trying to create a custom Task Report that includes the reminder date for each task, but instead the report generates a series of numbers (like "1741622400000") for the Reminder property instead of an actual date. HubSpot support explained this read more
Thank you Klemen, but I was referring to the Reminder Date, not the Due Date. When you schedule a task there are 2 different dates you can program - ...read more
Hey there! I have a couple reports, one of them for activities broken down by activity type, so custom report: Contacts & Activities, I can't seem to add a time filter, I'd like to know how did my calls go for this lead type in the last say two read more
Hey @USotomayor ! Under filters, you should be able to add activity date and choose for example: is last 14 days. Also activity type to be call. You...read more
I want to create a Deal Velocity Report with these metrics:
avg time in each sales stage, win rate by stage, overdue deals by rep per stage # of deals in each stage
I cannot figure it out ?
Are all the fields availabe ? I cannot find average read more
Reading through a few of the posts on the Community here it doesn't seem like a solution to this issue has been posted yet. We would like to embed Tableau reports into our HubSpot dashboards as external content. As was suggested in other posts, read more
Hi, @NLanglois 👋 Welcome to the community, This sounds like a challenging one for sure. I found the same posts you are likely referencing, and...read more