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
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
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
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?
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
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
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
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
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
Hi, Hubspot-newbie here. I'm trying to create a report that will see the monthly amount closed per-person. This would be trivial, but we have some deals that have deal splits set up. How can I make this report? Thank you!