Dashboards & Reporting

Showing results for 
Search instead for 
Did you mean: 
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
  • 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
  • Solved
    RSiddula on January 17, 2022
    3 Replies
    Hello Community, I am planning to build a dashboard to check the performance of all the SDR's, I have included the below KPI's, 1. Number of connected calls vs Goal 2. My meetings booked vs Goal 3. My created deals vs Goal 4. My task co...
    Guide | Diamond Partner
    January 17, 2022 08:37
    Sure can @RSiddula ! It's a report in the HubSpot Sales Analytics tool and measures where the Deal and the associated contacts came from (organic ...
  • Solved
    J_Mackintosh on January 17, 2022
    2 Replies
    I want to run off a report which shows a count of contacts that aren't currently associated to a company. I cant find 'associated company' as any of the fields to include in my report.
    January 17, 2022 07:15
    I understand that you have indicated report and the above answer is dead on. I am new and this is probaby 101 stuff, but you can create a quick ...
  • Kimnaikebu on January 17, 2022
    1 Replies
    Hi everyone, my research found that it is apparently not possible at the moment to create Dashboards in Hubspot that display the CAC, CLV, CPL and other metrics ( https://community.hubspot.com/t5/HubSpot-Ideas/Automatically-calculate-Customer-Lif...
    Guide | Diamond Partner
    January 17, 2022 05:42
    Hi @Kimnaikebu . As great as HubSpot reports can be, sometimes users go deeper with integrations like Databox, Wicked Reports and others. In poking ...
  • fcha on January 14, 2022
    1 Replies
    Hi everyone, While looking at REFERRER reports in Hubspot, I noticed a tone of bot traffic from storage.googleapis.com, the bulk with a sessions lenght of "1 second" hardly the engagement we are looking for. How do I filter out or preven suc...
    HubSpot Moderator
    January 17, 2022 03:31
    Hi @fcha , Thank you so much for reaching out to us! I just wanted to tag in some of our experts on this @AdamLPW , @NicoleSengers , and ...
  • tillyvs21 on January 13, 2022
    5 Replies
    I'm looking to add conversion rates to my dashboard as this is a KPI in my company. I can't seem to find a way to calculate this property in a report? Is there anyway around this or any integrated software that I can use?
    Hall of Famer
    January 14, 2022 00:21
    Hi @tillyvs21 , That's not quite right: HubSpot's date filter is based on the time of entering the first stage , in this case the deal create...
  • GPedrazzi on January 12, 2022
    1 Replies
    Hi, 1. I need to get a report that shows my "Gross Revenue" the actual value of the contract that is signed. Ex The deal is 50000kr but my customer got a rebate of 60%. I need a report that shows the both the 50 000kr and the 20 000kr. 2. ...
    Community Manager
    January 12, 2022 14:57
    Hello, @GPedrazzi I want to add our top experts @NicoleSengers @KTownsend @Drew_Cohen any recommendations if it's possible to do @GPedrazzi ...
  • MTapanTrengo on January 12, 2022
    1 Replies
    Hi all, I have a question on the following setting of the forecasting tool: Click the Forecast deal amount dropdown menu and select an amount . Weighted amount: the Amount multiplied by the Deal probability. Total amount: t...
    Community Manager
    January 12, 2022 14:59
    Hello @MTapanTrengo , thank you for providing all this information. I want to invite to this conversation some of our top experts @karstenkoehler ...
  • Solved
    JvanWijk on January 11, 2022
    2 Replies
    One of my closed deals is not being captured as Closed Won on the Deal Stage Funnel report. The date reange is set to All Time, and the deal itself is set to Closed Won; why won't it show up in the report as Closed Won? I've checked filters etc and ...
    January 11, 2022 06:43
    Thank you @karstenkoehler , that sounds like a logical reason! I will try again with that setting updated. I appreciate the quick response today! ...
  • EJoyce2 on January 11, 2022
    1 Replies
    I created a custom object "Consultants" that associate to deals - one consultant record associated to every deal. The consultant property "office location" is a filter I want to use in Reports, such that if the consultant office location is any of x...
    HubSpot Moderator
    January 12, 2022 13:50
    Hi @EJoyce2 , Thank you so much for reaching out to us! Can you please provide us with screenshots of the report you have started working on...
  • DEcheverria on January 10, 2022
    2 Replies
    How can I create a report showing 'no value' for a specific field? I'm trying to do some cleanup after importing our data over, and would like to be able to find out what customers don't have a specific field filled in so we can do follow up.
    Hall of Famer
    January 10, 2022 21:41
    Hi @DEcheverria , There are a few different ways to approach this, the by far easiest way would be creating lists (especially if the list of f...
  • GBeckwith on January 10, 2022
    1 Replies
    I cannot figure out how to resolve these (No Value) values in my report. "Subcategory" and "Sku Name" are custom properties on the Product table. I have confirmed that the sales for these Products do have a subcategory and a sku name! When I pu...
    HubSpot Moderator
    January 11, 2022 11:32
    Hi @GBeckwith , Thank you so much for reaching out to us! I just wanted to clarify a few things to further completely understand to bet...
  • LStrabelli on January 07, 2022
    7 Replies
    Hello, Is there a way to report deals that came from specific sequences? For instance, I'm looking to report a breakdown of how many leads were processed from a particular sequence or sequences, how many turned into SQL's and how many then went on ...
    Hall of Famer
    January 10, 2022 06:46
    Hi @LStrabelli , You seem to be selecting more than the two data sources (it says 3 in the left sidebar in your screenshot) – can you double c...
Recent contributors
Create post
Recent contributors