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Dashboards & Reporting

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Solved
lombagio on September 23, 2022
Chart types unavailable
Hi all, The first image shows the chart types that are available on my Hubpot, the second one shows chart types illustrated on the official hubspot guide. https://knowledge.hubspot.com/reports/understand-different-chart-styles-in-your-hubspot-r read more
Reply Dashboards Reports
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 23, 2022 03:49
Hi @lombagio , The first screenshot is from Menu > Reports > Reports > Create report > Single object while the second is...read more
ONightingale on September 22, 2022
Reporting
A sales colleague of mine asked if it's possible to set up a sales report dashboard showing only activity for q4 - qualified leads, nurturing leads, proposal sent, contracting, closed won and closed lost. would it be also possible to set up one for read more
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0 upvote
2 Replies
karstenkoehler
Hall of Famer | Partner
September 22, 2022 21:56
Hi @ONightingale , Yes, generally reports and dashboards can be filtered by the dates used in those reports. For example, at the top of a defa...read more
Solved
ABlindenbache2 on September 21, 2022
Need Boolean NOT or other workaround
Hi, I am trying to create a report which of all resellers that HAVE NOT created a deal this year for a certain product ID. I would really need a NOT statement besides AND and OR. Or if any of you have another workaround to this, i am keen to hear it read more
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0 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 21, 2022 05:05
Hi @ABlindenbache , Are resellers created as contact records? If so, you can create a contact list of all contacts which are resellers and the...read more
jdsillion on September 20, 2022
Assign weight to Forecast category vs weight of Deal stages
Hi - I am trying to triangulate our forecast based on deal stage and forecast categories. Right now both number are coming from the same calculation (deal stages). I wanted to know if it was possible to assign weight to the forecast categories to h read more
Reply best practices
1 upvote
2 Replies
JSevern
Member
September 22, 2022 08:15
Hi, sounds like you might need advanced forecasting, have you checked out Kluster? https://ecosystem.hubspot.com/marketplace/apps/sales/crm/kluster-...read more
Solved
PCSanders121 on September 19, 2022
Creating a report to show number of open tickets along total tickets
Hello, I am trying to create a report to show x amount of tickets of total tickets are open. Not sure how to create this. Thanks
Reply
0 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 19, 2022 21:26
Hi @PCSanders121 , So you want to see a % of open tickets compared with all tickets? Navigate to Menu > Reports > Reports >...read more
MvanTrigt on September 19, 2022
'Deals created' goal tracking not aligned with reporting on created Deals
It seems as tracking or progress on our goals on 'Deals created' is not in line with the amount of Deals that are created by a user. We have set up quarterly goals per user on 'Deals created' in a specific pipeline. The progress indicator of th read more
Reply Reports
0 upvote
2 Replies
MvanTrigt
Member
September 21, 2022 00:01
Hi Mia, Thank you very much for you reply. I am indeed looking at a single pipeline with the goal yet also with the report. So in my opinion ...read more
Lisa7 on September 19, 2022
Number of calls by contact
Hello, I would like to track the number of calls before reaching a contact. Is it possible to add the information ?
Reply Dashboards
1 upvote
2 Replies
JSevern
Member
September 22, 2022 08:18
Hi Lisa, have you checked out Kluster? Their top of funnel reporting can probably help you out here 🙂 - https://ecosystem.hubspot.com/marketplace...read more
Solved
SHiyal on September 17, 2022
Dashboard Current, Previous week displaying as 35, 36,37
In the Dashboard it is showing as 35, 36,37 for current week, previous week and Previous to previous week. Please send me steps to change 37 as current week, 36 as previous week and 35 as previous to previous week.
Reply
0 upvote
1 Reply
Accepted Solution
TiphaineCuisset
Community Manager
September 20, 2022 00:47
Hi @SHiyal Thank you for reaching out! I can see you have a ticket opened with technical support on this, they will be better able to ...read more
Solved
WDunaway on September 16, 2022
Drill Down for Custom Reports - Multiple Sources
I love that you can click on the Deal Name in standard reports to take you to the deal. I created a custom report that combines deal properties with task properties, and there is no hyperlink to click for the Deal Name. Am I doing something wrong, o read more
Reply Enterprise
0 upvote
2 Replies
Accepted Solution
SNigam
Guide
September 17, 2022 04:27
Hello @WDunaway , For hyperlink of deal in report build using custom report builder you need to use property "Record Id" and then you will hy...read more
PhilKrison on September 16, 2022
Date Comparison Rules
I am wondering if there is some way that I can filter a date property to be before or after another date property. Here is an example... I want a list of contacts that became blog subscribers before they became an MQL. So the Filter would b read more
Reply Reports
1 upvote
1 Reply
SNigam
Guide
September 18, 2022 02:18
Hello @PhilKrison , I had tried below filters, I hope this will help you also. Thank you Shubham Nigam HubSpot Administrator...read more
StephaneBadel on September 16, 2022
Form Submission Report
Hello community ! I have a quick question concerning report I created from the forms. It basically track count of certain forms (Report Download Froms) over time. I havent found a way to dynamically add new forms date to this report. I have to read more
Reply
0 upvote
3 Replies
deepikaverma
Top Contributor
September 20, 2022 01:45
Hi @ StephaneBadel Just wanted to add a few things to this query. - In reports (object type contact), use a universal filter as Form Submission is...read more
NBailliache on September 15, 2022
Engaged Contact report
Hello, do you know if it's possible to create a report that sum all engagement a contact would have I am constantly tasking myself to follow up on contact, but sometimes I miss creating a task and notice later that this contact engaged a ton read more
Reply
1 upvote
1 Reply
Chriso-mwx
Guide | Platinum Partner
September 16, 2022 00:03
Hey @NBailliache , Happy to help out here. From what you’re describing, it sounds a lot like Lead Scoring that you want to do. ...read more
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