Hey! We want below in our dashboard, how do we make this possible? Report 1 We need to see how many email responses a specific seller receives and then see how many the seller has replied back. (We do not want to see the emails that the sell read more
My big question to all of this, is does the data live in Hubspot? When you say things like you want to see how many emails a seller receives and thei...read more
Hi all, I have a question. For the company I work we would like to have a dashboard in which we show: - Have a forecasting overview with Company A, with a potential total value of €xx. - Deals of company A in the sales pipeline with t read more
Hi @RogiervanRossen
One question, just to make sure I understand your question: The Company A you are referring to, is that a specific compa...read more
Hi all, I'm not sure if I'm asking too much of a CRM here but I wondered if anyone can think of a way to report, visually, on the stage each client is at in their journey with a piece of software. Let's say the client journey is -> Pre- read more
I see so what you are looking for is a calendar view/timeline reporting, Hubspot doesn't have this reporting type. you should raise an idea here.
...read more
Hello, We have cases like: contract sent - Pending - Sent - signed. But trying to use the journey report causes an error: Example: 150 - 12 - 0 - 0 if I delete the first sent I end up with 147 pending - 6 sent - 4 signed Th read more
Dear Team, Is there a way to track the views on any specific dashboard or report - Meaning - How many team members are using the Dashboard or how many times a week/month the dashboard has been used? We want to do this activity to manage or read more
Hi @SGahlot1 ,
This is currently not possible but other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Dash...read more
We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) read more
Hi @bbullington ,
It sounds like you're looking to build a report across two objects? (A workflow would not be quite suitable here and the Goo...read more
When exporting reports to Excel the date field does not match that of the date entered in Hubspot. In reporting, the format view Month/Year and then when exported it reflects the first date of the month instead of the actual date entered on the rec read more
Hi @SMcGoldrick ,
Could you give a few examples / share screenshots? It sounds like your region settings in Excel might be causing this, not n...read more
Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average T read more
Hi! For deals, we have 2 owners (let's say Owner 1 and Owner 2). I want to create a report displaying how many deals each person has, broken down by if they are Owner 1 or Owner 2. Right now I have 2 separate reports for these and want to combin read more
@MariaIsidro Good Question!
My simple solution is to use the "Break down" Option (Screenshot). However would love to understand the full us...read more
I have created a report for our marking team that has count of contacts/Direct Traffic. They want me to seperate the report based on, "person" email (gmail, yahoo, aol, etc) vs a business eamil address. Is there a way to do this?
Hello! I don't have a lot of experience with the forecasting tool. I'm trying to find a report of forecast submissions by date. I'm looking to make sure forecast submissions are up to date on a weekly basis. I'd like to be able to make a repo read more
Hi @Rachel104 have you checked under Sales Analytics, in the Forecast & Pipelines section you have some reports around forecast and commits. Ma...read more
Can you tell me why the number of deals in my dashboard view is different from the number of deals in the dashboard view of my colleagues in the same team? I'm the only one who is different.
Please explain why and how can I resolve it?