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  • ABolšaitis on January 24, 2022
    0 Replies
    Hello, Our business is transactional, i.e. we process our customers' transactions and charge a fee which is based on either the total number of transactions or as a percentage of total volume (depends on agreement with each customer). We kee...
  • Solved
    KGreensmith on January 23, 2022
    2 Replies
    Hi there, One of our deal stages is say 'Booked Call' and one of our lead sources is 'Website'. I want to be able to create a report that shows how many leads are in/passed through this deal stage each week (not just what is currently there, e....
    January 23, 2022 22:15
    Thank you Karsten! That's exactly what I needed!
  • JVik on January 21, 2022
    0 Replies
    Hi all, I am trying to build a report where we can see the movement of each sales rep´s deals throughout the pipeline in a given period, measured by a numeric property (not $ amount or revenue). We measure # of apartments we sell our product to, ...
  • BCarney on January 21, 2022
    1 Replies
    have monthly KPI activity report as indiv dashboards. Would like to consolidate into a report. Indiv dashboards beginning numerous and how to group number of dashboards under one title?
    Hall of Famer
    January 22, 2022 23:52
    Hi @BCarney , It's not possible to group dashboards at this stage. Dashboard exist on their own and cannot be merged or grouped into something...
  • aopazo on January 20, 2022
    2 Replies
    Hello Community, I am trying to get a report that allows me to know exactly how much we sell on a specific Product category. Lets say I have only 2 categories, A and B, that can go to a deal, mixed or separated. So I have: Deal 1 ->...
    Guide | Diamond Partner
    January 21, 2022 12:22
    @aopazo are you looking for a single object report for line items where you can see what's been sold in a month, broken down by unit price, number ...
  • RSiddula on January 20, 2022
    1 Replies
    Hello Community, I am trying to remove the not useful data (all objects i.e. contacts, companies etc) on Hubspot by checking some filters like, Company URL is unknown AND Company Website is unknown AND My_Org ID is known (This is auto g...
    Hall of Famer
    January 20, 2022 04:33
    Hi @RSiddula , If you want to reduce the number of contacts, here are a few ways you could approach this: Email is unknown: These contac...
  • PatriciaFortuna on January 19, 2022
    1 Replies
    Hey Team! To clarify, I need to know if there's a dashboard model from Hubspot with the view of Sales Velocity (with the calculate % )? If it exists, please could you share the link with me? I'm trying to build by myself, and it isn't effortless. ...
    Hall of Famer
    January 20, 2022 02:12
    Hi @PatriciaFortuna , Yes, these reports exist but are only available in Sales Hub Professional and Enterprise, see here: Create sales report...
  • MStadig on January 19, 2022
    1 Replies
    Hi! I'm trying to figure out how to build a report where our reps can follow their progress in sales compared to the target they have. I have managed to find this report, but it only shows the sales reps that have sold something in Q1. I would ...
    Hall of Famer
    January 19, 2022 21:50
    Hi @MStadig , @MStadig wrote: I would like the report to show all sales reps and if they have not sold anything it should say 0 in sales,...
  • tim_sakow on January 18, 2022
    4 Replies
    Currently it seems you can only have private reports or shared reports that are editable or view only access. It would be nice to have the ability to have a private dashboards that are shared with specific people. As it stands, there is no way to s...
    January 20, 2022 07:00
    Hey @karstenkoehler , Contacting Support was going to be my next move, right after seeing your post I thought to myself that this may not be a dash...
  • Solved
    RSiddula on January 17, 2022
    6 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 18, 2022 04:50
    Don't mind at all @RSiddula . Closed lost reasons could include objections like price, other solutions, places where your solution falls short... wh...
  • 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 ...
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