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RogiervanRossen on September 22, 2023
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
0 upvote
1 Reply
Community Manager
September 22, 2023 16:19
Hello @RogiervanRossen happy Friday! I want to share this knowledge base here on how to set up the forecast tool. And invite our top experts to...read more
PFarrell2 on September 22, 2023
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
0 upvote
3 Replies
Contributor | Elite Partner
September 22, 2023 06:06
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
MichaelSchm on September 21, 2023
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
0 upvote
2 Replies
September 21, 2023 11:12
First screen: Is the special case. Second screen: I can see this special case as one of the 4 deals. But those cases involve:...read more
SGahlot1 on September 21, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 21, 2023 01:41
Hi @SGahlot1 , This is currently not possible but other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Dash...read more
bbullington on September 20, 2023
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
Hall of Famer | Partner
September 21, 2023 00:26
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
SMcGoldrick on September 20, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 21, 2023 00:28
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
KMoser317 on September 20, 2023
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
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
September 20, 2023 14:21
Hi @KMoser317 , Happy to help! Navigate to Menu > Reports > Reports > Create report > Single object > Contacts...read more
MariaIsidro on September 20, 2023
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
0 upvote
1 Reply
Contributor | Elite Partner
September 20, 2023 02:47
@MariaIsidro Good Question! My simple solution is to use the "Break down" Option (Screenshot). However would love to understand the full us...read more
MReis9 on September 19, 2023
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?
0 upvote
5 Replies
Accepted Solution
Thought Leader | Diamond Partner
September 20, 2023 14:29
@MReis9 I've done quite a bit of testing, but within the report you're working in it isn't possible to filter the data in this way.
Rachel104 on September 19, 2023
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
0 upvote
1 Reply
Top Contributor | Diamond Partner
September 20, 2023 04:00
Hi @Rachel104 have you checked under Sales Analytics, in the Forecast & Pipelines section you have some reports around forecast and commits. Ma...read more
lif on September 16, 2023
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?
0 upvote
1 Reply
Community Manager
September 18, 2023 04:50
Hi @lif , Thanks for reaching out to the Community! I wanted to share this guide on CRM permissions in HubSpot . This discretio...read more
MHomere on September 14, 2023
Hi everyone! I was wondering if anyone has any tips for creating the following report: Of a rep's customer accounts, what % of those accounts have had a meeting in the last 60 days Of a rep's"owned" customer accounts, what % of those have rece read more
4 Replies
Accepted Solution
Top Contributor
September 18, 2023 07:42
Thanks for the tag @DianaGomez ! Hi @MHomere , I hope you had a great weekend. I agree, putting both of those in a single report may not be possi...read more
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