Dashboards & Reporting

Hi my sales team are using a custom property for the date of the first meeting in deals and I would like to show them the amount of days, on average it is since that date, in the new metric setup. When I create a calcultation property with the c Leer más

Hi, I have an issue with the list of companies that are displayed in my report. I would like to avoid sharing the report print-screens, but will try to describe the issue best I can 🙂 1. It is a custom report. Primary data source are deal Leer más

Hi, I've created a funnel report that shows how many contacts went from MQL to SQL and further. But for some reason it shows 0. I changed an MQL to SQL in December, but it still shows 0.

Hi, I was trying to use the “Line items by average net price” template to see how many times a specific line item was quoted. The report says 12 , but I can only find 6 in the actual quotes. (Data range has already been set to "All time" and Leer más

Okay, so I want to run a report for Deals within a specific pipeline. Each deal is associated with a Company. Each Company has a Founder Gender and Founder Ethnicity. How do I create reports that break down the # of deals by Founder Gender and Ethni Leer más

I'm trying to create a few dashboards and they don't seem to work (when I edit I can see the view I want under unsummarized data - but the view I see publicly has nada) Contacts Recently Assigned To Me (7 days rolling) My Leads (recent activity Leer más

Hi! I am completely lost by the Formula syntax within HubSpot, but want to achieve the following: In reports, display the following high-level buckets if state and industry properties = Return: Northeast: CT, ME, MA, NH, NJ, NY, PA, RI, VT Leer más

Wondering if anyone else is having a similar issue with meetings not being logged in the sales activity reports? The salesperson has their meeting scheduler set up and in settings they have 'track calls and meeting types' enabled.

Hi everyone 👋 I’d like to suggest a product improvement for HubSpot reports and dashboards that I think would have a big impact on usability and analysis: 👉 Add the ability to filter reports using an Associated Records dropdown, in t Leer más

The current version doesn’t allow for customization. Is this functionality something that could be allowed in the future? What’s the reasoning behind making certain reports default-only rather than allowing us to tailor them to our needs?

Below is what they want. How do I set up a dashboard with these reports? Total Deal Count Display the total number of companies evaluated across all stages. It should be clear at a glance how many deals we’ve seen through the pipeline, ideal Leer más

Is there no option to directly export tasks?