Has anyone got any ideas how to optimise the data displayed in a dashboard as it feels like there is a lot of wasted space on mine and I cannot work out how to make it look better. For example - this section circuled in red. I don't need that t Leia mais

The head of one of the sales teams has requested a report with a stacked bar chart for the following four properties: Basically, they want to show each of the four properties (BMIT Common, BMIT Preferred, Messenger Place, and Promenade Poin Leia mais

I have deal, with a date property when someone completes their mandatory annual training. How can I show a pie chart showing all people (filtered) where that date > 12 months ago, vs everyone else. I have the date field. I also have a calcul Leia mais

Hello, I’m trying to create a weekly report to track how many new contacts each sales rep has reached out to during the week — specifically: The contact has no open or won deals at the beginning of the week (they may have Lost or Unqualified d Leia mais

Hi, I am working on custom reports and want to create one for a particular stage. It will be months against ARR for "Closed Won" Stage. How can I do this? I tried a custom report but couldn't create for particular months. Then, it is for all sta Leia mais

Hi community - I'm working on a funnel report, and it's not pulling in deals we've closed this month. I have each stage laid out, and data is populating. But, it's not pulling in data from the deals I've closed in November to date. Any litt Leia mais

Hi, I am working on a custom report to see my ARR against each month. When I hover on the bar for ARR, it should show me which deals are giving me that ARR for each month. How can I do that?

Hello community... We would like to create more detailed company profiles on data we would collect in onboarding interviews with organizations. I am concerned that this data can change frequently (perhaps quarterly to up annually). If we create pro Leia mais

Hi, I would like to build a table in a deal journey report, where I would see how many deals go to the next stage, and how many to different categories of lost . I have managed that partially - what I want to keep is in yellow, but how to cle Leia mais

Hi there, I'm looking for a way to create a report where we can see the average sales activities on a company it takes to create a deal. To give some background, our sales team does quite some cold outreach (mainly calling, following up by email), Leia mais

My company uses the forecast submission tool for tracking our commits, closed won, etc. One important piece that I cannot seem to find is reporting on the forecast my reps submit week over week. I think it is imperative that we can view what everyon Leia mais

Hi everyone! 👋 I just wanted to check if it’s possible to connect both Google Analytics 4 (GA4) and Google Search Console data to HubSpot so that the website metrics show up in HubSpot dashboards. Our website is built on WordPress and the Leia mais