Dashboards & Reporting

cancel
Showing results for 
Search instead for 
Did you mean: 
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
  • 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
  • mmetros on December 06, 2021
    0 upvotes
    1 Replies
    We are using the Sales CRM application of hubspot and want to create many similar reports to what is available in Outreach.io. One feature that Outreach.io offers is reporting on contact dispositions. This is basically just a field that th...
    Reply
    Hall of Famer
    December 06, 2021 10:25
    Hi @mmetros , Generally it sounds like what you're looking for are call outcomes . When you log a call, you can select an outcome afterwards:...
  • Solved
    Jestner on December 05, 2021
    0 upvotes
    5 Replies
    The ability to email the dashboard and/or report content automatically at regular intervals is fantastic. Company leadership now receives the high-level data they need right when they need it. Except for the most basic measurement of success......
    Reply
    Participant
    December 06, 2021 07:37
    Thanks @karstenkoehler ! "Current" would be the moment the data is sent. Just a single value, not a chart. I'll add it to the ideas section, thanks...
  • AnnMcKeown on December 03, 2021
    0 upvotes
    2 Replies
    I have set up deal stages and provided probability percentages. I would like users to be able to modify those probabilities according to their assessments of individual opportunity. Thank you, Ann * I have Mktg and Sales Professional lic...
    Reply
    Top Contributor | Diamond Partner
    December 03, 2021 23:59
    Hi @AnnMcKeown , I will advise not to do that because if one user will change the probability, it will be changed for all the deals of the pipelin...
  • MRuzBarcha on December 03, 2021
    0 upvotes
    2 Replies
    Hi everyone! I'be trying to create a report like this in our tool, but I haven't been able to find a property that represent the date when the form was submitted. Any ideas? Thanks!
    Reply
    HubSpot Employee
    December 03, 2021 03:44
    Hi Karsten! Thanks for your help, yesss that's the one I saw, but I was hoping it was another way, and yes, that's what I mean by submisson date. I w...
  • bdurmaz on December 02, 2021
    0 upvotes
    1 Replies
    Hey there, I am here looking for how can I generate more profit win probability for the deal at each stages. want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now ...
    Reply
    Hall of Famer
    December 02, 2021 01:32
    Hi @bdurmaz , There is a default report for this in the report library. Navigate to Menu > Reports > Reports > ...
  • AAlmada4 on November 30, 2021
    0 upvotes
    1 Replies
    We need an U shaped attribution report wher we can filter out Deal Stages. While an opportunity is in Stage "Approval" which can take days - the opportunity is given a TRIAL login to our software makging "Direct traffic" become the #1 attributio...
    Reply
    Community Manager
    December 02, 2021 02:47
    Hi @AAlmada4 Thank you for reaching out. I want to tag some of our experts on this - @Mike_Eastwood @Dan1 @Ian_Matt do you have ...
  • DMackay on November 30, 2021
    0 upvotes
    5 Replies
    Is there an easy way to mark all deals/opportunities that appear in a sales pipeline dashboard as needing an update, preferably just once at a high level rather than having to go into each opportunity? Visually this might be to add a Red flag to eac...
    Reply
    Participant
    November 30, 2021 11:31
    Yes, I tried that at the outset as I thought it should deliver the outcome required. But if I set the inactice cards period to 7 days then go into a ...
  • SylinaS on November 29, 2021
    0 upvotes
    4 Replies
    Hello! I have a csv file from our companines pharmacy program that is not linked with hubspot. I would like to import this data so I can track ALL of my sales and create custom reports through hubspot. Unfortunately I've already discovered that...
    Reply
    Participant
    December 01, 2021 09:16
    Thank you!
  • Alex_L on November 29, 2021
    0 upvotes
    3 Replies
    Hi, I am generating a report on a sales rep by activity type (task, calls, emails, etc). Are we able to drill down more into filtering whether the activity type was automated (via sequence) or manual? I saw "Activity Created By" which shows who ...
    Reply
    Participant | Platinum Partner
    December 01, 2021 18:36
    Hi @Alex_L Thanks @TiphaineCuisset for the tag! So from what I understand @Alex_L , your goal is to generate a report where for a s...
  • kcamp on November 29, 2021
    0 upvotes
    1 Replies
    I have several dashboards with many stacked compoenets (list of products, salespersons etc). In order to see 1 facet I have to deselect all the others to remove them fromt he graph. Is there a shortcut to click on one and have all the others tu...
    Reply
    Hall of Famer
    November 29, 2021 11:51
    Hi @kcamp , This is currently not possible, you indeed have to deselect the other options or filter the whole report by this one aspect. I agr...
  • Solved
    JVerzuu on November 26, 2021
    1 upvotes
    3 Replies
    Hi all, In my deal stages I want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I don't have a clear overview where we lose our leads in our sales funnel. An...
    Reply
    Participant
    December 01, 2021 14:19
    But what if the deal *didnt* go through the stages perfectly? My biggest challenge currently is that HubSpot sales pipeline reports (velocity, con...
  • Edyta7510 on November 26, 2021
    0 upvotes
    1 Replies
    Hi all, As stated by HubSpot and confirmed by their technical support, reports update automatically every 2hours and they can be manually refreshed every 15 mins to pull new data. This is, however, not always the case from my experience. Typic...
    Reply
    Community Manager
    November 28, 2021 22:51
    Hi @Edyta7510 , Hmm, I haven't experienced this behaviour with my account so far. As far as I searched, there isn't related Community post in...
Recent contributors
1092
Posts
462
Solutions
Create post
Recent contributors