Hi All, We have an internal debate happening regarding Close Date/Anticipated Close Date vs. Term Dates. I need your brains to help. In my efforts to create solid renewal pipeline reporting, is it necessary to enter deal/opportunity close da Leia mais
I want to embed external content in my dashboard (cloudfront distibution link) that is hosting an angular app that asks you to authentify then displayes for you a dashboard. When i want to authentify i get this error "d2cymu1pvrh8xe.cloudfront.net Leia mais
I don't believe you have read my question proprely, I'am trying to embed external content in a dashboard, the external content has a form that when i...Leia mais
I'm trying to figure out a way to creat a trend report that shows how many leads were in a certain status in the month of Feb, Mar, Apr etc... It has to be a trend report rathre than a snapshot in time. I'm still new but not seeing how I can d Leia mais
Hi @KBixler ,
This is currently not possible. With the reporting tools provided by HubSpot, there isn't any way to see what the total number o...Leia mais
We'd love to modify the base "Team activities by Activity Date" report to use "1on1 Email", "Contacts", and "Company" data. The given feed from Hubspot can't be edited or replicated as far as I'm aware. Feed isn't an option in Custom Report Builder. Leia mais
Hey @MReyes13 ,
You're correct here that you can't create a custom field. What I do instead is just make a table report that shows these. Do...Leia mais
Hi, I'm trying to create reports using 'last activity date' One report I want to show all Deals with no activity in the last 30 days. The report will then show Deal Name, Deal Stage, & Last Activity Date. My issue is that the report is s Leia mais
Hi HubSpot, I create a report and linked to 1 dashboard. Then i cloned the dashboard, renamed the reports and edited the report filters individually in 2nd dashboard. My question is will the changes made in report filters for 2nd dashboard be re Leia mais
I'm wondering whether its possible to prevent a report's data labels from displaying zero-values (e.g. "US$0" - underlined in red in the screenshot below). I've tried filtering out zero values and changing the axes minimums, but neither Leia mais
Hi @franksteiner79 , appreciate the response! 1. clicking on zero-values gives me a: " There is no data to show in this time frame. Try changing...Leia mais
I want to measure the response time of incoming leads. The plan is to have a sequence that emails out to a specified list of contacts. If these contacts respond to this sequenced email I want to measure the time it takes for our sales team to r Leia mais
Hi! I'm looking to ask questions of our deals data that factors in 2 deals fields and results in a list of contacts; for instance, we want to be able to get a list of Contacts who have at least 1 deal amout of $500+ and a close date within the last Leia mais
Hi all, I'm trying to create a custom report showing the number of deals within a certain deal stage that came from particular events - which is a custom field within contacts (I'll need to filter by time too i.e show how many a deals came from wh Leia mais
Hi @CJohns4 , there are no extra steps to associate contacts and deals. You should be able to create a report with both objects. then: Add in ...Leia mais
Hi,
I'm migrating our company info from SalesForce to HubSpot. We're used to viewing Contact or Company information all in front of you which would show all the custom object we created.
Is there a way to view all the objects just like the Leia mais
Hi @9eRWin ,
HubSpot has recently introduced more tools to adjust the layout of records. The one that would be most suitable to your request i...Leia mais