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
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
Solved
Tiffk on August 17, 2022
Hi, I am wanting to create a report that will count the number of sales activities to get to closed won (can be all and I will also then break them down). Happy to create a field to put these in as in our company we continue to add sales activitie read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
August 17, 2022 08:57
That's correct, @Tiffk . If you want to freeze the count, you could create a custom number property and use a deal based workflow to copy the ...read more
Solved
MKMatarelli on August 12, 2022
Hi! I want to export activities such as calls, meetings, and every touchpoint we had with the customer as a json file to analyze data as an event, not as object data. Can I do this without an API?
0 upvote
1 Reply
Accepted Solution
Contributor | Platinum Partner
August 12, 2022 11:28
Hey! Here's a similar community thread with a great response from Karsten . At this time, API work is required in order to export what HubSpot calls...read more
DexterCE on August 12, 2022
Hi all, Hope you can help. We want to create a report where the Account Executives are shown on the x-axis, the number of deals on the y-axis, and the custom field 'BDR' (which represents the name of the business development rep who was involved read more
0 upvote
1 Reply
Community Manager
August 12, 2022 12:23
Hi @DexterCE , Thanks for reaching out! I wanted to invite our subject matter experts to this conversation to see if they have advice. ...read more
Solved
JAliber on August 11, 2022
Hello, I'd like to create a report that calculates the average time in stage of deals - regardless if they are alive or dead. I do not believe the default report that hubspot offers suffices my request. Also, it'd be great to vizualize this in a read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
August 11, 2022 21:27
Hi @JAliber , You're correct, either won or lost. If that's not sufficient, I've laid out a custom workaround here: https://community.hubspot...read more
Aclaro on August 11, 2022
Is there a way to display on the company if the company has contacts in different countries?
0 upvote
3 Replies
Hall of Famer | Partner
August 11, 2022 09:19
Hi @Aclaro , Any solution here will require a Professional subscription, workflows are needed here. My suggestion would be to create a c...read more
Bridget2 on August 10, 2022
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
1 upvote
1 Reply
Community Manager
August 10, 2022 14:48
Hello @Bridget2 , thank you for posting in our Community! That's a great question! I would like to invite our top experts to this conversation @...read more
KaRagh on August 10, 2022
We sell our customers a product one time and it is not a recurring revenue. Does hubspot has a property that can be added to a deal for these one time sales and can these be included as part of revnue tracking?
0 upvote
3 Replies
Top Contributor | Platinum Partner
August 11, 2022 03:11
Hey @KaRagh , I see now what you mean. You've added the properties for the recurring revenue analytics beta and like to know if and how non-...read more
Solved
Dziugas on August 10, 2022
Hey HS community! I'm struggling to create a report and was wondering if anyone has attempted to do something similar. I would like to create a linear graph based report that would show pipeline revenue on a monthly basis for each salesperso read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
August 10, 2022 02:36
Hi @Dziugas Have you tried something like this: A report showing deal amount by close date (non-cumulative) can be filtered...read more
Solved
KCockhill on August 10, 2022
Please can you add the ability to make Deals closed and Won a goal that i can set . Meetings, Goals created, Revenue and calls are ok, but if you have to target someone with contracts signed, these do not help. Thanks Kathrin
0 upvote
4 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 10, 2022 05:39
@KCockhill May I suggest adding this request and all details to an Ideas forum suggestion ? The product team monitors that for feature requests....read more
Solved
KLempiäinen on August 08, 2022
Hello, I am trying to build a report showing how many sales activities it requires before we gain a new SQL. I tried creating a report based on this post but it does not work as I would like it to. It shows only some of the sales activities, f read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
August 08, 2022 23:24
Hi @KLempiäinen , I'd approach this slightly differently. I would create a report that copies the Number of sales activities into a Number ...read more
Solved
CLaws on August 08, 2022
Hello, I have created a new section when adding a deal (I created Upfront Revenue) - and I now want this data to flow to a report/dashboard. I cant seem to create a report to link this data, it always defaults to the amount column. Which report read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
August 08, 2022 21:27
Hi @CLaws , Just to confirm, Upfront Revenue is a deal number property? How exactly would you like this to display, one column for the deal ...read more
PSarkar0 on August 08, 2022
Hi Team, While uploading a single file with a new Contact list in Hubspot I am facing a problem in the column ‘Contact Owner'. Hubspot was showing an error and was unable to upload the file. Hence had to delete that column and after that Contacts w read more
0 upvote
1 Reply
Hall of Famer | Partner
August 08, 2022 02:42
Hi @PSarkar0 , Happy to help here. Could you check which error message exactly you got? https://knowledge.hubspot.com/crm-setup/troubleshoot-...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.