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  • MRistallo on October 21, 2021
    1 Replies
    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...
    Community Manager
    October 22, 2021 04:27
    Hi @MRistallo Thank you for reaching out. I want to share this post from one of our expert, @Josh , that explains why the numbers...
  • Nthakur on October 20, 2021
    1 Replies
    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...
    Contributor | Platinum Partner
    October 20, 2021 03:49
    Hi @Nthakur Looking at the Original Source Drill-Down 1 and Original Source Drill-Down 2 properties in a contact, you should be able...
  • Solved
    ALoth on October 19, 2021
    1 Replies
    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 ...
    Community Manager
    October 20, 2021 02:49
    Hi @ALoth Thank you for reaching out. On the filters tab of your second screenshot, you should have the possibility to change the d...
  • MThorslund on October 18, 2021
    1 Replies
    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...
    Community Manager
    October 18, 2021 19:03
    Hi @MThorslund , thanks for your post! After checking some resoureces, there's no HubSpot built integration with Google Data Studio. However,...
  • ATusar on October 17, 2021
    2 Replies
    My account doesn't have Files and Templates option on menu
    October 18, 2021 11:30
    can't find the option"files & template'. does that requires any paid plan
  • EGarcia6 on October 15, 2021
    1 Replies
    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...
    Community Manager
    October 18, 2021 12:59
    Hello @EGarcia6 , thank you for explaining more about it. I will add a few top experts to this conversation @smoore @jfreeman @webdew any reco...
  • seufee on October 15, 2021
    1 Replies
    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.
    Recognized Expert | Platinum Partner
    October 15, 2021 10:47
    Hi @seufee , You could add a secondary deal owner via a workflow at PO received deal stage. The secondary owner could be the accountant in whi...
  • MatthieuDumont on October 15, 2021
    4 Replies
    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...
    Contributor | Diamond Partner
    October 20, 2021 04:59
    Agreed! It looks like there is a post for this in the ideas forum , and it's at the stage "In Planning", so fingers crossed it will be available in ...
  • SDavis6 on October 14, 2021
    2 Replies
    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...
    Key Advisor | Elite Partner
    October 15, 2021 07:38
    HubSpot does have a Call and Meeting Type functionality however it is only available to Sales Pro and above.
  • jassie on October 13, 2021
    2 Replies
    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...
    October 14, 2021 02:31
    Yeah I was also thinking about that - but it felt a bit cumbersome since it isn't easy to adjust the thresholds. Would love to play around a bit to f...
  • AThiombiano on October 11, 2021
    2 Replies
    Hi I have a question and hope you could help me. First of all, I am new to Hubspot. the problem is I have a hard time finding our total profit. We are a B2B marketplace so our revenue is our transaction value and whenever we make a quote we me...
    October 14, 2021 06:23
    Hi @StjepanGrcic thank you so much for your answer.
  • fredrikboehle on October 08, 2021
    1 Replies
    I'd like to create a report that gives me the deal owner and the owner(s) of the associated companie(s), so that I can harmonize company and deal ownership for our existing data. Approaches I've tried so far: Single-object reporting gives me a...
    Most Valuable Member
    October 08, 2021 22:53
    Hi @fredrikboehle , There isn't any report will show you disprepancies between contact and company owners at a glance, I believe. You could cr...
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