Dashboards & Reporting

Hi all! I am looking to analyze NPS in my company's internal analytics database. I have already set up a report in Hubspot that analyzes this. However, the next step for me is to access this aggregated data in my internal database by export...

Hi All, sorry for the newbie question, but I'd like to create a report that shows the number (pr percentage) of Deals Won after the Customer has Attended a Meeting. We have a meeting that is a "Demo" of our product and I'd like to calculate how ma...

Hello, I'm new to the Hub and I started logging in deals. However, when I generate the deal revenue forecast by stages report on my dash, the revenue amounts in the stage before Closed Won (see Confirmed Order) do not match the actual deal amo...

Hi team, I have an issue in my Hubspot tracking pages and no history and not even able to change the lifecycle stage. We have used HubSpot API to create contacts and In HubSpot contact is creating every time and showing this message " This contac...

Hi there, Let me preface this question by saying that I am completely new to HubSpot so please bear with me. We have a number of Deals in various stages of our funnel and I've been asked to create a report that summarises how long they take ...

I am trying to setup a dashboard in Google Data Studio but experiencing problems with integrating a custom property made in Hubspot. Is it possible to import my own property to the dashboard or is it only the Hubspot pre-made properties that yo...

My account doesn't have Files and Templates option on menu

Hi, As RevOps, I'm trying to report on success metrics for a new product rollout. My key leading indicator of success is increasing pipeline ACV over time for deals where the new product is being sold. As such, I would like to use historical sna...

I am wondering if it is possible to change the view of the Deals Cards in a pipeline so that different users can only see certain Cards. For example, our accountant only wants to see anything past "PO Received" and not see Leads, Quotes, etc.

Hi, I am using line items to parameter recurring deals as this is not an available feature. The amount our clients chose to give our company each month is very variable. They can chose to set a campaign amount to 1000 for two months and then d...

Does Hubspot have a way to differentiate types of meetings? How it is it pulling these in and differentiating client meetings? For example we have customer meetings for existing accounts for check-ins but meetings with new prospective clients that...

Hi all, Currently, I'm trying to build a report to get some more insights on the number (and value) of certain sizes of won/lost deals. To start I'd like to create a couple of groups based on a min-max value. Eventually, I'd like to do this f...