Hi, I'm looking to set up a workflow that can fill in a contact property date picker for the first activity date. I know for activities it is the first time "last activity date" is updated, but I can't seem to work out how best to make this work for read more

Hey all, I'm trying to understand how this win rate is calculated, I've set up some reports to try and display win/conversion rates across multiple pipelines, I found the funnels clunky and not a great overview. I thought using the Win Rate mig read more

Embedding concise, relevant insights directly on pages such as contact or company profiles enables users to access critical analytics instantly without navigating away to separate reporting sections. This approach streamlines workflows, impr read more

Currently, HubSpot allows users to create association labels to define the relationships between records (such as contacts, companies, and deals). These labels help segment and organize data, like distinguishing a “Primary Company” from an “Inv read more

Hey Guys, I am looking to create a Super Dashboard in the instance in order to place every webinar/event's Dashboard Tile under it. So in one Super Dashboard, I am able to get data of each webinar/event happened. Is it possible to create it? Things read more

What should I add in columns fields if I want to track a campaign perofrmance (other than campaign default analytics). I added ctas,form submission,number of sessions. What else can track the campaign efficiency. Is one report enough or I need to cr read more

Hi, I would like to know if it's possible to edit activity dates, like the date in which a deal was moved from a stage to another. The problem is that in some months this activty was done in an inaccurate way, so we need to change some of t read more

Hello there, I am wondering about the possibility to follow chatbot flows. Well, I would love to have an interface, where I can follow chatbot flows, in case I am interessted in it. E.g. if anyone chose negative rating or just answer to the rat read more

Is it possible to create a graph showing the monthly turnover + forecast (same as total weighted amounts) and compare it to two goals (one goal being beeting last year's turnover), or to one goal and last year? I've read this article , but I can't read more

I'm working in a Portal that has Users assigned to Teams. The users themselves have access to Reports. When I clone a Report, I want to assign it as View Only by a certain HubSpot Team. But the Teams are not listed. The users are, but not any read more

Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" read more

Hi Commuity I am trying to build a report (custom object: Deals + notes) of my deals. Then I am trying to filter the count of deals within a specific date range using my quick filters at the top of the dashboard. When applying quick filters, t read more