I have a request to add 'LinkedIn messages' to the Team activity timeline summary report. When I do add the filter for the report, it reverts to all of the activity of my team, when I have only filtered for 2 users (we have people in sales, service read more

Does anyone know of a way to make a report that will quickly show me the time of each designated rep's last call (i.e. Rep X called a contact at 4:43pm CDT)? We have noticed a few of our reps often stop calling before the end of the day and would li read more

Hello I want my team to view theyre own acitivity logs and access the reports / dashboards an be able to create theyre own reports etc. But; i do not want them to be able to view my (CEO`s) activity, i dont mind them being able to see that i creat read more

Hi All, We have a custom object called 'Insights' where various members of our team capture pieces of intelligence about our clients / market, which is associated to companies and contacts. Data structure is like: Insight Name -> Date -&g read more

I'm trying to get a report that shows me all of the fields below. So far, I've only been able to find a few of the fields in a custom report and a couple of the fields in the canned report called "Ad campaigns with cost per click." I'd like t read more

Is it possible to create a dash with: the average number of emails sent for each lead created in 2023 in the first 15 days after lead creation?

Dear all, I have the following challenge: ""•Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline view (x-axis) like Deals closed over Time. It should allow to filter per Sales Rep to see total amount read more

Hello, We are on the 'free' sales subscription, which is to say: We use Hubspot deal pipeline but nothing else in the sales tools. There are 7 stages to our pipeline. I want to pull a report that tells me how long a deal is within each st read more

Hi! Cannot find a way to do this (noob 😉 How can I create report/dashboard which are telling me forecast of weighted deals ACV values per month? For example: I have 2 deals (lets assume those €:s are weighted amounts based on pipeline stages): read more

Does anyone have handy advice for tracking expected MRR while deals are still in the Sales Pipeline and before a prospect has committed? I an thinking something including line items calculations which as far as I can tell cannot be done in the l read more

Any Goal From Scratch created for meetings shows as " No goals found. Please reload the page or update the filters." This was working previously however no longer does.

Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n read more