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
JMeakin on December 01, 2022
Hi, I am looking to update our existing sales report via our Hubspot dashboard. We have different monthly revenue targets and I was wondering if these can be entered indiviudally instead of an average goal target per month based on the yearl read more
0 upvote
0 Reply
JWalczak on November 30, 2022
Hello. I'd like to measure BD activity - where a call, meeting, email are logged but be able to filter by deal stage. Why is this important. Some of activities logged against deals further down the deal pipeline are now existing clients, so these read more
0 upvote
1 Reply
Hall of Famer | Partner
November 30, 2022 21:57
Hi @JWalczak , It's unfortunately not possible to create reports that visualize which deal stage an activity happened in. You can display acti...read more
sofiavaldez on November 30, 2022
Hello community, I would like to create a sales report that contains dates, contacts, leads, owners, calls, tasks etc., but I only want to display the data from October and November, and the report shows me all the months of the year, ¿Can somebod read more
0 upvote
1 Reply
Top Contributor
November 30, 2022 08:35
Hi @sofiavaldez That's a quite a lot of information in one report 😉 What's it being used for? Have you checked out the HubSpot template...read more
justip on November 29, 2022
Hi, I'm currently looking for a way to create a report for my team dashboard that will report on the quarterly deal and company pipeline activity for a particular quarter. Basically, I want something that will be able to tell me: - How many read more
0 upvote
1 Reply
Hall of Famer | Partner
November 29, 2022 04:14
Hi @justip , Happy to help here. @justip wrote: - How many companies this quarter have moved in the sales pipeline to any stage fur...read more
Tucker1 on November 28, 2022
Hello everyone, I was hoping that someone could help me out here.. I would like to have a report that I can pull in order to see how many calls vs how many qualification, meetings set, deals made, etc. However, when I pull the report, it w read more
0 upvote
4 Replies
Hall of Famer | Partner
November 29, 2022 07:23
Hi @Tucker1 , Your report has the primary data source contacts, so it shouldn't be showing contacts multiple times. With the report you'...read more
Solved
Clades17 on November 28, 2022
Dear community, I'm trying to find a way to build a report that allows me to see the delta for deals' weighted amount over weeks. Basically, I'd like to be able to see how much the sum of the weighted amounts in my pipeline has changed over the l read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2022 06:40
Hi @Clades17 , To achieve this, you would set your report up with a cumulative visualization. (This is not available for bar charts in the sin...read more
Solved
WVidal on November 24, 2022
Dear all, I am creating a new view for my transactions where I want to track, for each of them, the next steps. The columns I want to display are : No of the transaction Company attached Date of the next activity Red/yellow/green bubble read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 24, 2022 07:44
Hi @WVidal , Happy to help here. Unfortunately, it's not possible to achieve everything you want to accomplish in one report. You'll have to c...read more
Solved
ABroome on November 24, 2022
It has been requested by multiple HubSpot users that it would be helpful to be able to export the contents of the activity on deals. Parts of our business use the activity to give a more detailed understanding of where in the 'completing stage' the read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 24, 2022 07:34
Hi @ABroome , Sure! Navigate to Menu > Reports > Reports > Create report > Custom Report Builder and then select Deals ...read more
Solved
AKlobnock on November 22, 2022
I'm trying to export the timestamp associated with contact creation. Most of our leads are through paid media, I'd like to look at the created date and model out what dates/times of the ads converts best. Is there a way to export contacts cre read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 22, 2022 22:43
Hi @AKlobnock , On the contact index page ( Menu > Contacts > Contacts ) you should by default have a Create date column already...read more
CMartínezCort on November 22, 2022
Can I generate a report by meetings where I make a selection of the meetings with a connected business and those that are not? And can I generate a report that tells me how many meetings each collaborator had before closing a deal?
0 upvote
1 Reply
Hall of Famer | Partner
November 22, 2022 20:46
Hi @CMartínezCort , Can you specify or give an example of what a connected business is? Best regards!
Solved
MStadig on November 22, 2022
Hi! We have a workflow that creates a deal when we have booked a 1st Meeting (demo) with a prospect. However, if we book a new 1st meeting /demo with the same account it does not automatically re-enroll this company in that workflow. (limitatio read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 22, 2022 20:58
Hi @MStadig , This can be fixed with the correct re-enrollment settings. By default, unfortunately, HubSpot doesn't let us use filters of acti...read more
Solved
squigglebit on November 18, 2022
I need to build a report or gain some visibility of contacts who received a specific marketing campaign and then their custom property changes from bronze to silver membership. or from no membership to membership. (this is possibly easier as it's a read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 18, 2022 09:54
Hi @squigglebit , In that case, you would have to set up a workflow which sets a date property to the date of the step when the automated emai...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.