Dashboards & Reporting

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, Lire la suite

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 Lire la suite

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 Lire la suite

I would like to create a report where I am able to see our deal pipelines further broken down by segmented companies. For instance, I have companies listed in static segments that we would like focus on: 1. "sister company" clients, 2. US Market, 3 Lire la suite

Hi - I'm looking to build a report that can show me a few things, and am running into trouble with the custom report builder on making anything work. Wondering if others have tried to create or solve for the same problems and questions 1) I want Lire la suite

Hello everyone, I’m trying to build a report to track customer engagement, specifically focusing on the "Last Touchpoint" at the company level. My goal is to visualize which companies are being engaged and which might be slipping through the crac Lire la suite

We have an important report that tracks the number of applications submitted through a specific HubSpot form. Occasionally, however, we receive applications outside of HubSpot. We’d like to include those submissions in the report without requiring o Lire la suite

Has anyone here successfully created a sales commission plan with an accelerator? For the last couple years I've been using a custom calculation property in deals to calculate commission at a flat rate. Recently we've added an accelerated componen Lire la suite

Hello, Starter pack user here. I would like to include body of email in activity reports. Is this possible? If yes, How do I do this? Thanks! Joe

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 Lire la suite