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
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
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
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
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
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
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
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
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
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 read more
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...read more
It is quite common that companies/departments have one top level revenue goal (team goal) but the sum of the individual revenue goals (user goal) are higher than the team revenue goal. On individual dashboards, We would like to set up the report read more
Hi @JBergvall1 , Thank you for reaching out to the Community! I checked for you and I can see on this article " Create sales goals " that at the m...read more
Is it possible to display reports created in Tableau in HubSpot Dashboard? I created reports by fetching data from warehouse in Tableau. Now I want that report to be displayed in HubSpot, so that I can have everything in one space. Is it possible t read more
@PBarik
Yes, the data will be dynamic the reports will automatically update with the latest data from the external source. You can refresh ...read more
We have been scheduling meetings for our sales representatives, and I am seeking assistance in creating reports to track specific activities related to these meetings. Our meetings are tagged with two triggers: A custom contact property named " read more