Hey, I'm trying to create a report that shows the total number of SDRs across our teams in different cities (e.g., SDR-Rome, SDR-Milan) and calculate the average number of meetings booked and completed per rep. However, I've encountered a chall read more

Hi HubSpot team, we want to embed some report from some other paltform. it seems this outside reports couldn't be shown in the mobile. do we have some way to shown the outside report in mobile dashboard?

I want to create a report that shows the value amount of closed won deals compared to the entire pipeline's value. For example, closed won deals equals $50,000 and the total pipeline's value is $250,000. The win % value would be 20%. Is there a way read more

Hi, I'm going to the 'contacts' page on Hubspot, and entering a client name. When I'm ticking the box by 'name', and then 'selecting all records', the option to 'export' disappears. Basically, as soon as I tick the box by any of the nam read more

I am trying to report for the month of May. And there is a total number of tickets of 216 but when I export to have a look at the group names there are less tickets. but the exported Excel file only includes 40 tickets grouped by club n read more

I am trying to create a custom Task Report that includes the reminder date for each task, but instead the report generates a series of numbers (like "1741622400000") for the Reminder property instead of an actual date. HubSpot support explained this read more

Hey there! I have a couple reports, one of them for activities broken down by activity type, so custom report: Contacts & Activities, I can't seem to add a time filter, I'd like to know how did my calls go for this lead type in the last say two read more

I want to create a Deal Velocity Report with these metrics: avg time in each sales stage, win rate by stage, overdue deals by rep per stage # of deals in each stage I cannot figure it out ? Are all the fields availabe ? I cannot find average read more

Reading through a few of the posts on the Community here it doesn't seem like a solution to this issue has been posted yet. We would like to embed Tableau reports into our HubSpot dashboards as external content. As was suggested in other posts, read more

Within custom reports we can use Sequence IDs which when used as the x-axis display as their Text names instead of their numeric IDs. When we try to report on Templates(Sales email templates) there is no field option for Template Name. But read more

Hi, In short: Replicate reports in screenshot. The health score summary in "Customer Success" does not show anything because our Area Sales Manager function as Company owner's in our company. Any tips for how to: 1. Show all health sco read more

We log all of our virtual and in-person meetings as 'Meetings' on HubSpot. I have received several requests from my leadership to design reports or grab an export of specific meetings. Unfortunately, Meetings are still an activity type that can not read more