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Solved
ISmolin on February 19, 2025
Good day, colleagues, I just want to confirm with you that so far, the Leads list is not as available as it was 6 months ago or so. Correct? I created a check box in a lead property—SAL—Sales Accepted Lead—that will be checked weekly after read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 19, 2025 06:43
@ISmolin it does, correct!
Solved
ISmolin on February 19, 2025
Good day, colleagues. I would like to see initial - 1st meetings with the customers in a report, but not sure how to make things happen. I created the report where we see all meetings with customers, but we have there 1st, 1nd and meetings with read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 19, 2025 06:34
Hi @ISmolin , Correct, you would have to set up a specific meeting type for this: https://knowledge.hubspot.com/meetings-tool/how-do-i-create...read more
ISmolin on February 19, 2025
Good day, colleagues, I try to create the total value of Deals in a pipeline as a funnel view, but with no success so far. We have a prebuilt report in Sales Analytics that shows all deals in. a pipeline based on the stage they are and the value read more
0 upvote
1 Reply
Contributor
February 19, 2025 08:00
To create a funnel-style visualization for total deal value in a pipeline, you can use HubSpot's Custom Reports with the following approach: 1. G...read more
Solved
BdeBruyn on February 19, 2025
I'm looking to create a dashboard on HubSpot analytics that shows the open, click, click-through rate and bounce rate of the newsletter emails we are sending out at work. Since all the marketing email names contain newsletter I would like to filter read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 19, 2025 05:04
Hi @BdeBruyn , This can be achieved with a custom report in the custom report builder: https://knowledge.hubspot.com/reports/create-reports-w...read more
Solved
Andy_pmi on February 19, 2025
Hi everyone, I have created a custom report and it shows me data for over a year, but I just want to see the data of the last 90 days. I thought of creating filters with dates but then I will always have to update them manually. How can I configure read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 19, 2025 02:22
Hi @Andy_pmi , In the Filters section of the report editor, you should be able to specify that "Meeting start time is less than 90 days ago" ...read more
Rombout on February 18, 2025
Hi! I want to create a report that shows how many customers had an up or cross sell deal this year, per month. So everytime a a deal is closed that is not the first deal for a customer, it should be included in the report. I first tried to cre read more
0 upvote
1 Reply
Top Contributor | Elite Partner
February 18, 2025 13:56
@Rombout i think the best way is to create a roll up propertie which you can use in the report, more info via this link.
Solved
TGVD on February 18, 2025
Dear HubSpot Team, I’m using reports to show the number of tickets submitted by our customers, filtered by period. However, there’s no option to sort the report by the number of tickets from high to low. Am I missing anything or is this sor read more
Accepted solution
Hall of Famer | Partner
February 18, 2025 06:23
@TGVD there you go:
SColeman9 on February 17, 2025
I am trying to instantiate a forecasting spreadsheet in HubSpot and also provide reporting against monthly, quarterly and annual goals (see table below). These require many Finance and Sales inputs: 12 monthly, 4 Quarterly and 1 annually for each G read more
0 upvote
3 Replies
Member
February 18, 2025 20:45
Below is a demo dummy account of one solvethru dashboard (all of which are customizable with no customer setup required), which highlights the revenu...read more
KGoral on February 17, 2025
Hi, I know how to create a new custom field Weighted Annual Recurring Revenue(WARR). However, when creating a pivot table where in columns I have the following years (2025, 2026, 2027,...) and WARR as the value, the system presents WARR as the cumul read more
0 upvote
3 Replies
Community Manager
February 19, 2025 03:32
Hey @KGoral , Thank you for your response. I didn't receive any attachments. Could you please resend them or send screenshots? Additional...read more
sarahbecherer on February 17, 2025
I set up a Sales Reporting Dashboard. This dashboard includes 2 reports (among others): 1. Deals closed won this quarter by rep – Filtered to "THIS ENTIRE QUARTER" 2. Deals closed won all time by rep – Filtered to "ALL TIME" Here is th read more
0 upvote
2 Replies
Contributor
February 17, 2025 12:22
Of course! Here you go...! In the Deals Won This Quarter By Rep, all 4 sales reps are included in this report, but I blocked their names our for ...read more
Solved
DEvans48 on February 17, 2025
I'm using the filter section, and it doesn't seem to be recognising the filters I'm putting on. specifically : # Primary Company Then im using multiple companies to remove them from the list, starting with around 600 deals and over half of read more
0 upvote
3 Replies
Accepted solution
Recognized Expert
February 17, 2025 05:59
Hi @DEvans48 I'd say the filtering works, but the fact that you have added the additional company filters in the same filter group means one...read more
Solved
Andy_pmi on February 17, 2025
Hi everyone, I'm trying to create a report in which I see the meeting start date on the horizontal axis and the count of the different outcomes on the vertical axis. The idea is to see how many meetings were completed, rescheduled, canceled, etc. Th read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 17, 2025 02:57
Hi @Andy_pmi , Have you checked whether "Stattgefunden" is a meeting outcome that is separate from "Completed"? https://knowledge.hubspot.com...read more
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