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
@JDavis25 the process I outlined combines backfilling (export of property history + re-import) and ongoing automation (workflow that uses 'Edit rec...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
@RKHQ I like to use the "Closed won count", applying an average to that number, and display it in a table (first column pipeline, second column ave...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
Hi @Pushkara ,
This should be possible through the UI extensions: https://developers.hubspot.com/docs/guides/crm/ui-extensions/overview (ava...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
Hi @DKahlon ,
In general, the best place for these kinds of requests is the HubSpot Ideas section of the community: https://community.hubspot...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
Hi @Deep_Kwatra ,
Generally yes; this depends a lot on which webinar tool you're using and what exactly your requirements for such a "Super" d...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 @HSalah ,
One report is a good start, but for deeper insights, it's best to create multiple reports that focus on different parts of the campa...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
Hi @AVignetti ,
The situation here unfortunately remains unchanged. These date properties are view only and can, as of now, not be edited.
...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
Hi @EBuin ,
May I know what type of HubSpot subscription you're using? Your post is currently tagged as Starter, which is important because some ...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