Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
Umanize on July 07, 2022
Hi, I'm wondering if it's possible to see those metrics in hubspot somehow: Demo Close Rate Customer Retention rate Customer Acquisition Cost (CAC) Customer Lifetime Value (CLV) CAC-to-CLV Average purchase value (average deal read more
0 upvote
0 Reply
SClifford5 on July 06, 2022
Hello, im using the feee datat sets feature in hubspot and have created a calculated field however what I want to do is then deduct that value from another field within Hibspot, any thoughts as I cant seem to find a minus function 🙂 T read more
0 upvote
0 Reply
katiebroyles on July 05, 2022
Here is the background: We are a short-term lender (6 months-5 year loan terms), and we wanted to create an easier way to track when a loan is paid off, as well as automate some items, but since there are different ways of paying off a loan (ie they read more
0 upvote
0 Reply
sblocksidge on July 05, 2022
For the past year or so, there has been a rapid progression of lead sources not being appropriately tracked via the HubSpot forms on our website. I have gone through all of the steps mentioned in various help articles and we check all the boxes, yet read more
0 upvote
0 Reply
RdeJong8 on July 04, 2022
Ha, So when we first started with Hubspot we did it with our root domain travelappeal.com. A couple of years ago, we also made a pivot to another industries. There for the domain dataappeal.io was founded. The first website is hosted on Hu read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
July 05, 2022 05:38
Hi @RdeJong8 . Here's a Knowledge Base resource on tracking across multiple domains in HubSpot . Hope that helps!
MHemsley on July 01, 2022
Hello, I was wondering if there was a way to send a report in Hubspot as a csv? At the moment its just a view of the report and a clickable link that takes the user to the reports section not the report itself. Be more useful if it was a csv fi read more
0 upvote
1 Reply
Hall of Famer | Partner
July 01, 2022 06:39
Hi @MHemsley , That's currently not possible, spreadsheets are not among the formats that can be selected when setting up report / dashboard e...read more
Solved
andredeoliveira on June 28, 2022
Hello I want to share our struggle here. Email is one example that we were trying to backup here and already facing limitations, but we need this to all activities types. We need for Task, Calls, Meeting, Email, Note, at least this: Wh read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Diamond Partner
June 28, 2022 12:28
@andredeoliveira One option is to export all of your CRM data using Ultimate Data Export for HubSpot . Ultimate Data Export is available fr...read more
THodgson on June 28, 2022
I'm new to creating reports and am look to produce a report that shows the weighted sales stages that is reflected in the deal amounts. So if a deal is worth 100k and sits at 50% the report shows it at 500k. I can't seem to find a way to produce thi read more
0 upvote
1 Reply
Contributor | Partner
June 28, 2022 07:25
Hi @THodgson , you can use the field, 'Deal Stage Forecasted Amount' to see weighted numbers.
Solved
RFaulkner on June 27, 2022
Does anyone know of a dashboard that I can show how many MQLs we have, who those MQLs are against and also show their progress through the sales pipeline? I want to create a dashboard I can share with my board that shows the progress of our MQL read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 27, 2022 02:09
Hi @RFaulkner , I'm not aware of an out-of-the-box dashboard, this probably doesn't exist. If you have a Professional subscription, thes...read more
CarlosEduardoEs on June 24, 2022
Hi! I need to calculate the Average Time on Stage by each Phase, considering that all the Deals are in Lost. On the image below, i've underlined some examples that i need to exclude on the chart, so i must only consider the columns that refers to read more
0 upvote
1 Reply
Hall of Famer | Partner
June 24, 2022 23:08
Hi @CarlosEduardoEs , From your screenshot I can't tell how you're breaking down the count of deals in each deal stage. For example, under "Ne...read more
Solved
dougfairbro on June 24, 2022
Hi there, Looking to set up a report that will show me the number of deals that have entered the sales pipeline this month. The problem I have is that the date of when a deal enters a pipeline isn't recorded. I'm aware there are properti read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 24, 2022 23:18
Hi @dougfairbro , This depends a bit on your sales process and how you're managing deals. Generally, a deal that enters a pipeline should not ...read more
Solved
DCowan on June 23, 2022
Hi HubSpot, I'm confused that I can make a workflow to create notifications of Deals that have a close date that is past or before another date property I have created but can't make a report to show all deals that fit the same attributes. I read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 23, 2022 21:34
Hi @DCowan , This is already being reviewed and worked on by the product team. Other users have pointed out inconsistencies in filters across ...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.