Dashboards & Reporting

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

Is there no option to directly export tasks?

Hello, I'm looking for advice on building a specific report within HubSpot concerning our Marketing Contacts . We need to move beyond simple aggregate volume reporting to better analyse our weekly marketing reach and frequency. Could you please Lire la suite

We are trying to track a couple of Deals, but the companies with which we are working do not have a URL or a Domain. My first thought was to mark the company as our own and use that as a placeholder. Has anyone run into this situation before and how Lire la suite

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 Lire la suite

I am trying to build a LYBUNT report in HubSpot using deals as donations. My goal is to include contacts who have at least one deal with a close date between 12> and <25 months ago, and exclude any contact who has a deal that closed within the Lire la suite