Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • FREE
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
JLynch7748 on November 08, 2024
New to HubSpot and working on an existing setup. We have the ability to associate a company to a company. How can I get a report that shows companies associated with another company? I do not see it as a Custom Object. Thanks in advance,
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 08, 2024 16:41
Hi @JLynch7748 , What exactly should that report show? Do you just want a list if companies associated to companies? The latter can be a...read more
Gotcha on November 08, 2024
This is a report that is designed to show the amount of deals won last month. Properties Amount Company Filters Deal stage = Closed Won Date Property Date Entered Closed Won I also have a report to show what was quoted last month t read more
0 upvote
6 Replies
Contributor
November 08, 2024 11:56
Not a bug. It's working as it should. The sum is all deals including those that don't have an associated company. The deals in the graph are onl...read more
Solved
LinhDao on November 08, 2024
Hi, We have a 'Contact us' page that has a contact form, and our contact details (email address, phone number). And a lot of the times, instead of filling in the form, the prospect either will call / click on the email address link or copy the read more
0 upvote
1 Reply
Accepted solution
Top Contributor
November 08, 2024 06:45
Hey @LinhDao there's a solution!! By setting up Custom Events Hubspot is able to attribute behaviour before conversion! You set the event on...read more
Solved
Steven785 on November 08, 2024
Hello HubSpot community, I would like to add a calculated number to my service dashboard. It should show the percentage of tickets with a certain category (f. e. "technical error"). The formula itseld is easy: (number of tickets within that cate read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 08, 2024 03:45
Hi @Steven785 , Calculation properties are always calculated per record, not across records – that's why it's not possible to have one propert...read more
Solved
Gotcha on November 07, 2024
Is this snip a complete and accurate report of everything these people logged in HubSpot? Is there any chance, there are calls, emails, notes etc that would show here? My only salesperson is towards the bottom, while my service coordinator is almos read more
1 upvote
7 Replies
Accepted solution
Contributor
November 08, 2024 03:18
I would sync with the sales rep to compare the inbox and HubSpot. In my experience, email logging is the easiest of these to make it work. So, I wo...read more
Solved
SBash1 on November 06, 2024
I have a journey report based on deal stages and filtered by a contact list. My contact list has 300 people in it but the journey report is only including 265. I have checked the filters and they are the same but for some reason when I want to see read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 06, 2024 14:10
Hi @SBash1 , Funnel reports automatically filter by records entering the first funnel step within the specified date range. If deals have skip...read more
Solved
VRakitski on November 05, 2024
Hi there I'd like to create a custom report which shows the number of tickets of a specific pipeline at each stage of this pipeline at present and next to it would show the corresponding numbers 7 days ago (or other custom period). It could be bar read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2024 05:40
Hi @VRakitski , Unfortunately no, this does currently not exist. While there is an equivalent for deals ('Historical snapshots' in the sales a...read more
Solved
candiceann on November 04, 2024
We're looking to have a custom contact property that shows the average order frequency. We'd like to see this so we can get flagged if someone hasn't ordered as usual and needs to be reached out to. Any thoughts on how to create a calculation proper read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
November 06, 2024 07:03
Hi @candiceann I think you can achieve this but not with 1 calculated property but various and workflows. Depending on the exact use case it d...read more
Solved
JdeRocquigny on November 04, 2024
WE are looking for a user report to "catch" no activity. The HubSpot sales extension tool if pretty finicky and so I want to be able to view a report every Monday that shows (Activty Type = Email Sent where Activiy Email count = 0) so we can reach read more
0 upvote
9 Replies
Accepted solution
Contributor
November 06, 2024 17:14
We developed our own integration directly with Google Workspace and Outlook to prevent exactly that. It ensures that every relevant email is always l...read more
Solved
VRakitski on November 04, 2024
Hi there I'd like to create a report that shows me the number of tickets at different stages of a certain pipeline at present, and next to it, the corresponding numbers from a week ago (or a certain date in past). It could be simple table or bar c read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 06, 2024 09:25
Hi @VRakitski , As long as HubSpot doesn't add this as part of the service report collections, it's not possible to create this report - the s...read more
Solved
Hyroxware on November 04, 2024
I am wanting to have a report run between the 8th and 7th of the next month. But I then want this to roll on every month? Is this possible and if so how do I set this?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 04, 2024 06:12
Hi @Hyroxware , As far as I know, no, this is not possible, unfortunately. However, other users have requested better date filters befor...read more
Solved
NDooly on November 01, 2024
Hi I'd like to create an activity (calls & meetings) report for my sales team and set the date to be last 4 weeks or last 30 days. Any idea how to do this? Tks, Neal
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 01, 2024 11:33
Hi @NDooly , if you want a custom report (anything not in the report library), that requires a Professional or Enterprise subscription: https://...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.