Today users can create a recurring email of a dashboard or report to be sent daily, weekly or monthly. Many businesses need to send reports once a quarter. I'd like the current drop-down that is shown when recurring email is selected to add "quarter read more
Hi @BBellon ,
You're correct, this is unfortunately not possible at this stage. The best place for these kinds of suggestions is the HubSpot I...read more
Hey, I'm looking to see if I can place a point-in-time graph on particular companies, specifically tracking changes in their employee count. We need to track this for a particular contract. -Christopher
Hi @CStrand3 ,
This is unfortunately not possible in HubSpot, at least not out of the box. Reports will always show the status quo and not loo...read more
Hello, I am trying to create a report where I can track when a specific form is submitted and their contact has a deal associated with it. I eventually want to see how many people who have submitted a form on our website actually turn into a deal read more
@SHanegan none that scales well if you have multiple forms, but yes, there are.
The first one would be customer journey analytics. You could,...read more
I have issues to manage the Sale team. Then, sale member confirm done or cancel task on their deal, but the field last modified date is no change. I will prove with my code: portal : 6319203 deal_id: 18166115973 const dayjs = requir read more
Hey @TViệt , thank you for posting in our Community!
Please ensure that your sales team members have the necessary permissions and access ri...read more
Hello, I would like to add a report to my sales team dashboard that shows a month-to-date percentage based on the closed won deal amount vs. their monthly quota. It needs to be a month-to-date percentage based on the number of working days per read more
Hi @CBowler , You can track the month to date quota attainment percentage with Dear Lucy , even with traffic lights if you'd like. Works on ind...read more
How can I establish measurable service KPIs, implement automation to streamline service processes, and leverage HubSpot's reporting? Any insights, strategies, or case studies to share on optimizing service goals within the HubSpot platform? read more
Hey @Susancolleman
Kindly go through this article here this is a great resource if you looking to create and measure service goals: https://...read more
Hi Good day, Hoping that Hubspot Team can create on a reports with a two type of filtering same source by catetgory in X axis or Y Axis from a Combination Chart. Ex. We can filter Count of Deal in Y axis(1) = is any of ( Closed only, Generate Deal read more
Spoiler (Highlight to read) Hi, I am trying to set up a report mapping two deal values (full and weighted) against target (goal). When I add the goal one of the deal values stops displaying. Is it possible to display all 3 in one report, please read more
Hey @charlierapple , thank you for posting in our Community!
Ensure that all three values are sourced from the same data set or are compatib...read more
Hi Pam! Thank you so much for the quick response! I am sorry, I wasn't very clear in my question. So I do know that on Meetings it does show meeting...read more
Hello community! I'm trying to set up HubSpot properly and have encountered an issue I don't know how to overcome. I need your help. In common practice, a certain contact can change its lifecycle stages forward and backward. read more
Hi @AZlotko ,
HubSpot expects contacts to only go forward in lifecycle stages, never backward. While this may be unintuitive at first, it's be...read more
We have a need to reformat a Custom Object record to basically transpose the list of columns from horizantal to vertical so that we could save that to a pdf or export it for use in next step of workflow outside of Hubspot. For our example we are ca read more
Thank you Ryan, we have m365 environment so we'd need this idea to work with excel and I don't see an app to connect for excel. Let me know if I'm m...read more