Dashboards & Reporting

Hello all. I am tasked with creating a few conversion reports on my sales pipeline. I need to see the conversion rates through the stages of my pipeline by country, sales rep, source, and the total conversion by pipeline stage. How should I proceed Leer más

Hi everyone, I’m trying to build a “conversion rate” report in HubSpot to measure: Number of won deals / total number of qualified deals at a global team level . On paper, this seems straightforward, but I’m really stru Leer más

Any one know how to make a pipeline coverage report? it requires access to the deals and goals data sources. The Forecast page shows the coverage value so it's calculating it but I want to put that number in a report. The Single Object report can Leer más

Hello All. I need to create reports about pipeline overview by stages daily, weekly and monthly. I keep stumbling upn the same problem: there is not a date range not connected to a date property - meaning I can only see deals created daily, weekly, Leer más

Hi! Until last week, we were only using Deals for our prospection. We recently switched to leads, so I created all our leads at the same time, and give them a Lead Stage (new, attempting, connected, qualified) based on the deal stage of the pr Leer más

Do you know if it's possible to get historical snapshots of: - Contacts by lifecycle stage - Leads by Lead Stage I can see in the forecast page this feature exists for Deals but I'm looking to have the same for the two cases above. Please, Leer más

Hi! I am building reports to get a view of our sales team's activities. Salesloft provides engagement metrics for emails and calls such as opens, clicks etc. Is there a way to integrate this data into my HubSpot reports? Thanks!

Hello all - We have made some updates to Company Names in Hubspot but its not reflecting in reporting. It is reflecting on the Deals but when you pull a report, the company still reflects an old name. How do i get it to change?

Kia ora Team, Our organisation uses Deal Collaborators to list up to 4 collaborators at a time. We are running into issues when it comes to filtering our reports by these collaborators. Presently we need to filter our reports by Collaborator name, Leer más

Hello, I am running into an issue when creating reports where I am not able to just display a date or time, and I'm forced to use a summary. Example: I am creating a report of all meetings held in a time period. I want to list out the meetings da Leer más

I want to extract report where tasks are null. How to do that?

This is driving me mad as I did this in my previous company but now I can no longer find out how I did it! I have created a revenue goal and can see the target line and our progress against it. Simple. I now want that same target line but in Leer más