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AWalter3 on December 04, 2023
We have an idiation sales stage with 0% probability attached. This is for the sales team to track their very early stage initiative. I would like to exclude that stage from the summary deals dashboard. Can that be done? Thanks
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 04, 2023 13:26
Hi @AWalter3 , The deal board view is designed to show all stages, it's not possible to hide one. There aren't any settings for this. In...read more
lnorden on December 04, 2023
Hello, For the last few weeks, our weekly dashboard emails have suddenly stopped coming through. I have several KPI Dashboards set up for my team members and they all send a recurring report to each of them every week on Monday mornings. The la read more
0 upvote
2 Replies
December 04, 2023 09:07
Hello, I just reviewed those steps and although most of them I've completed on my own already, I did double check everything and none of those se...read more
Coombiyah on December 03, 2023
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 read more
0 upvote
1 Reply
Hall of Famer | Partner
December 04, 2023 00:20
Hi @Coombiyah , That depends on which reports exactly you want to create, but generally yes, you should fill the Close date as early as you ...read more
YoussefCL on December 01, 2023
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 read more
0 upvote
2 Replies
December 01, 2023 11:33
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...read more
KBixler on November 28, 2023
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 read more
0 upvote
2 Replies
Hall of Famer | Partner
November 29, 2023 00:29
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...read more
MReyes13 on November 28, 2023
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. read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
November 29, 2023 06:16
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...read more
VRead on November 27, 2023
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 read more
0 upvote
1 Reply
Hall of Famer | Partner
November 28, 2023 00:18
Hi @VRead , Can you share a screenshot of the data sources in your report? (top left) It looks like you may have created a custom report...read more
DGanasan on November 27, 2023
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 read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 28, 2023 00:15
Hi @DGanasan , This depends on the option you chose when you cloned the dashboard: If you created copies, then the changes wil...read more
OMueller7 on November 24, 2023
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 read more
0 upvote
2 Replies
November 27, 2023 10:50
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...read more
CTurton on November 23, 2023
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 read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 24, 2023 00:22
Hi @CTurton , Not out of the box, no, but this should be achievable with a contact-based workflow in Sales Hub Professional: ...read more
SPowell22 on November 23, 2023
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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 23, 2023 12:37
Hi @SPowell22 , This is easily achieved with a contact-based list under Menu > Contacts > Lists: Once you click on 'Deal...read more
CJohns4 on November 23, 2023
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 read more
0 upvote
1 Reply
November 23, 2023 08:57
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 ...read more
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