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Dashboards & Reporting

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MichaelWere on August 18, 2022
Table style format reporting
Hi community, We're new to Hubspot, but liking everything so far! I am trying to have a dashboard for Board reporting, but I am a little lost on where to start with this one. What I need is: X axis - all our pipelines Y axis: Annual Target read more
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0 upvote
1 Reply
Jnix284
Key Advisor | Partner
August 18, 2022 18:14
@MichaelWere I know you're probably looking for the quick answer, but as someone who kept getting requests for more traditional reports that look m...read more
JHowell5 on August 18, 2022
fake clicks?
Why do some emails have 0 opens, but have a click? Is it the server of the contact following a link? Our team calls them "false positives". Thanks.
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0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
August 18, 2022 10:26
Hi @JHowell5 , This is explained here: Understand HubSpot Sales email open and click tracking "When you send a tracked email, HubSpot ...read more
JBookspan on August 18, 2022
Report on aggregated activity prior to Close dates
Is it possible to pull a report of say "average sales activities or calls prior to close dates"?
Reply Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
August 18, 2022 06:32
Hi @JBookspan , The answer is yes...-ish. I answered a very similar thread here recently: https://community.hubspot.com/t5/Dashboards-Reporti...read more
Solved
Tiffk on August 17, 2022
Counting sales activities to get to closed won
Hi, I am wanting to create a report that will count the number of sales activities to get to closed won (can be all and I will also then break them down). Happy to create a field to put these in as in our company we continue to add sales activitie read more
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0 upvote
6 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 17, 2022 08:57
That's correct, @Tiffk . If you want to freeze the count, you could create a custom number property and use a deal based workflow to copy the ...read more
Solved
MKMatarelli on August 12, 2022
Export activities log with json file
Hi! I want to export activities such as calls, meetings, and every touchpoint we had with the customer as a json file to analyze data as an event, not as object data. Can I do this without an API?
Reply Reports
0 upvote
1 Reply
Accepted Solution
jolle
Contributor | Platinum Partner
August 12, 2022 11:28
Hey! Here's a similar community thread with a great response from Karsten . At this time, API work is required in order to export what HubSpot calls...read more
DexterCE on August 12, 2022
Report on BDR Source for AE Opps
Hi all, Hope you can help. We want to create a report where the Account Executives are shown on the x-axis, the number of deals on the y-axis, and the custom field 'BDR' (which represents the name of the business development rep who was involved read more
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0 upvote
1 Reply
kvonloesecke
Community Manager
August 12, 2022 12:23
Hi @DexterCE , Thanks for reaching out! I wanted to invite our subject matter experts to this conversation to see if they have advice. ...read more
Solved
JAliber on August 11, 2022
Average Time of Deal in Stage
Hello, I'd like to create a report that calculates the average time in stage of deals - regardless if they are alive or dead. I do not believe the default report that hubspot offers suffices my request. Also, it'd be great to vizualize this in a read more
Reply Enterprise
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 11, 2022 21:27
Hi @JAliber , You're correct, either won or lost. If that's not sufficient, I've laid out a custom workaround here: https://community.hubspot...read more
Aclaro on August 11, 2022
Company with contacts in different countries
Is there a way to display on the company if the company has contacts in different countries?
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0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
August 11, 2022 09:19
Hi @Aclaro , Any solution here will require a Professional subscription, workflows are needed here. My suggestion would be to create a c...read more
Bridget2 on August 10, 2022
Custom Goals Report
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
Reply Reports
1 upvote
1 Reply
PamCotton
Community Manager
August 10, 2022 14:48
Hello @Bridget2 , thank you for posting in our Community! That's a great question! I would like to invite our top experts to this conversation @...read more
KaRagh on August 10, 2022
Tracking Revenue for one time sale
We sell our customers a product one time and it is not a recurring revenue. Does hubspot has a property that can be added to a deal for these one time sales and can these be included as part of revnue tracking?
Reply Enterprise
0 upvote
3 Replies
Chriso-mwx
Top Contributor | Platinum Partner
August 11, 2022 03:11
Hey @KaRagh , I see now what you mean. You've added the properties for the recurring revenue analytics beta and like to know if and how non-...read more
Solved
Dziugas on August 10, 2022
Revenue pipeline graph per salesperson
Hey HS community! I'm struggling to create a report and was wondering if anyone has attempted to do something similar. I would like to create a linear graph based report that would show pipeline revenue on a monthly basis for each salesperso read more
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0 upvote
2 Replies
Accepted Solution
Phil_Vallender
Most Valuable Member | Elite Partner
August 10, 2022 02:36
Hi @Dziugas Have you tried something like this: A report showing deal amount by close date (non-cumulative) can be filtered...read more
Solved
KCockhill on August 10, 2022
Goal Setting
Please can you add the ability to make Deals closed and Won a goal that i can set . Meetings, Goals created, Revenue and calls are ok, but if you have to target someone with contracts signed, these do not help. Thanks Kathrin
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0 upvote
4 Replies
Accepted Solution
danmoyle
Recognized Expert | Elite Partner
August 10, 2022 05:39
@KCockhill May I suggest adding this request and all details to an Ideas forum suggestion ? The product team monitors that for feature requests....read more
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Revenue pipeline graph per salesperson
Report showing number of sales activities before a lead turns into a SQL