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Nicolas_Maiwald on July 24, 2024
Hi everyone, thanks for taking the time to read this! A client of mine wants to track how many people in a respective time period have been sent an offer. For that purpose, a filter can be applied to all deals with [Date entered "Offer is sent"]. read more
0 upvote
0 Reply
Solved
Tacblades on July 24, 2024
I am very new to hubspot, I am creating reports and dashboards, at the moment mainly table content. Is there a way to add colour to tables in reports, or add a theme or skin for the Dashboards like a dark background ?
1 upvote
3 Replies
Accepted solution
Thought Leader | Platinum Partner
July 24, 2024 10:42
Hey @Tacblades There are some reports that can have custom colors for bars, pies but not for tables. There are also currently no themes for ...read more
EKelly4 on July 24, 2024
How do I get my percentages in the x-axis of my chart (deal probability %) to be between increments of >50% &>70% >70% & >90% >90%, and then it will create three columns intead of loads of individual ones.
0 upvote
1 Reply
Hall of Famer | Partner
July 24, 2024 10:31
Hi @EKelly4 Just to confirm, you'd like to set up buckets that your report respects and then groups all deals within certain ranges into a ba...read more
ABaldocchi on July 23, 2024
Is there a way to analyze the free text responses in HubSpot form submissions? We receive a lot of form submissions, but many of the leads are not good based on their answers or comments in the free text fields.
1 upvote
3 Replies
Thought Leader | Platinum Partner
July 24, 2024 08:17
Hey @ABaldocchi not easy in Starter. If you have Marketing PRO you can use workflows to identify some words and route a specific process. Bu...read more
Solved
Hyroxware on July 23, 2024
We have just moved over to Hubspot from another CRM and I seem to be having an issue where my report does not seem to pull my close dates through. I created the Deals today and closed them today (which i what the report is pulling through). But I ha read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 23, 2024 11:24
@Hyroxware your report seems to include the contact object and a related warning (see field highlighted in yellow). Your deal filtered view does no...read more
Solved
NDooly on July 19, 2024
Hi, I have the free CRM, I've added the property "closed lost reason " to the "closed lost" property. Can I create a report for closed lost resaon? The work around I have is by adding the colum to the "closed lost reason" when I'm viewing the pi read more
1 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 19, 2024 11:06
Hi @NDooly , In the free CRM this is unfortunately not possible. Custom reports require a Professional subscription. The Deal index page with ...read more
Solved
TVaz on July 19, 2024
Hi everyone, I'm trying to put together a report to track the sales activity, particularly the number of deals won, deals lost, and new deals created each week. I've tried using a single object report, but I'm not making much progress. I'm also read more
1 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
July 19, 2024 07:36
Hey @TVaz Have you seen the standard Sales Dashboards that HubSpot has? Deals won, Deals lost, Activity by owner/rep are included in most of t...read more
Solved
EXayavong on July 18, 2024
Hi there, hoping someone can assist in helping me make a report in hubspot that would look like the below and also to view by company owners.
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
July 19, 2024 03:57
Hey @EXayavong To get that type of report I'd suggest you set it up this way Hope this helps
BNason on July 18, 2024
Hello - I need to delete several contacts I've identified from a custom report. Is this possible? Otherwise, can you convert a custom report into a list in order to delete these contacts?
0 upvote
2 Replies
Contributor
July 19, 2024 01:07
Hi @BNason , Follow the beolw steps: 1. Open a report and click Action > Export and export data in CSV or XLS file: 2. I exported this re...read more
Solved
McBainKD on July 18, 2024
Hey team! Our company has stood up a new division to support our high value clients, and I'm looking to figure out the best way to help support them. They currently use Excel to capture client engagements (pictured below) and I'm trying to r read more
0 upvote
5 Replies
Accepted solution
Top Contributor | Diamond Partner
July 22, 2024 06:45
Hi @McBainKD , to track client engagement effectively in HubSpot, I'd recommend using a combination of features for the best results: ...read more
Solved
MParr3 on July 18, 2024
Hi, We'd like the ability to track the average life time value of our clients over time, with the growth of average LTV a key target for the marketing team. Can anyone advise on how to track this please? Using the Company "Total Revenue" read more
0 upvote
2 Replies
Accepted solution
Top Contributor
July 18, 2024 14:56
Hi @MParr3 , @Markestac is spot on. I wanted to post the ability to display a comparison on the visualization. See this screenshot for how t...read more
Solved
TVaz on July 17, 2024
Hi everyone, I am trying to create a custom report to show the deal count by stage and compare the current week with the past week. The view I want to achieve looks like this: However, I'm not getting the correct graph. I tried placing read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 17, 2024 12:55
Hi @TVaz , If you want to visualize the amount of deals that were in that stage this week and last week, this cannot be done in a custom repor...read more
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