Dashboards & Reporting

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
  • Payments
  • 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
State
All
  • All
  • Solved
  • No Replies Yet
NParshotam on May 23, 2022
As a report user, I would like to click on a record to take me to that specific record (deal, contact, etc) so I can review or edit the data. Right now, records are displayed in a report but there is no way to click into the record to find more read more
0 upvote
4 Replies
Participant
May 23, 2022 12:18
Attached is a screenshot. I'd like to have a report that doesn't show the Customize and Cancel buttons at the bottom ( might be a different idea...read more
GMoore on May 23, 2022
Hi Team- We're looking to create a set of reports that compares sales people over time. IE. Number of deals won per month per sales person Number of calls made per month per sales person Number of meetings set per month per sales person read more
0 upvote
1 Reply
Hall of Famer | Partner
May 23, 2022 12:06
Hi @GMoore , Yes, this can be achieved with the Custom Report Builder (Menu > Reports > Reports > Create custom report ). ...read more
KLempiäinen on May 23, 2022
Hello all! I am trying to create a custom report that would show me all the companies that I have not been able to get in touch with. So any of the contacts under these companies have not replied my email or the call has never connected (I have read more
0 upvote
1 Reply
Hall of Famer | Partner
May 23, 2022 06:32
Hi @KLempiäinen , With your report settings, HubSpot is looking for companies where there is at least one occurence of that call outcome. You'...read more
ESeward on May 20, 2022
Hello, I am trying to setup reporting on goals versus actual revenue. We have 3 diferent versions of goals, so I have set them up in HubSpot. I cannot seem to add these 2 reports in the screenshot below to any report. They were created as T read more
0 upvote
1 Reply
Hall of Famer | Partner
May 21, 2022 03:53
Hi @ESeward , Your post doesn't include any screenshots, could you try to add them? Best regards
AManess on May 20, 2022
Is there anyway to create a report on supplemental goals (meetings and calls)? We are able to set the goals, but not create a report that includes the quote. Thank you, Angela
0 upvote
1 Reply
Community Manager
May 23, 2022 01:02
Hi @AManess Thank you for reaching out! I want to tag some of our experts here - @Josh @Dan1 @StjepanGrcic do you have any thou...read more
Solved
brmnconsultant on May 20, 2022
I open Sales→Deals and choose Deal create date "Last month" to see last month deals. I see 10 deals: 1 on the first stage, 1 on the second stage (combobox is hiding it), 2 on the third, 1 on the fourth stage, 5 on the fifth. When I ope read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 20, 2022 05:07
Hi @brmnconsultant , I'm not 100% sure without poking around the report in your portal myself but here's what I think is happening: By default...read more
Solved
tillyvs21 on May 20, 2022
It would be great to make hubspot more visual either in Deal lists or in reports so that you can have colours for different fields to provide visual queues based on certain criteria.
1 upvote
2 Replies
Accepted Solution
Top Contributor | Platinum Partner
May 20, 2022 03:57
Hey @tillyvs21 , color coding deals or lists in general aren't a thing in HubSpot, unfortunately. One of the things you could do however is p...read more
MLuciano on May 18, 2022
Hi! We need to show gauge chart KPIs based on the logged user in a dashboard. Tried with external embed content, but it will use the same url always so I wouldn't know who is the logged user. I could import the data periodically as a custom object read more
Key Advisor | Diamond Partner
May 23, 2022 11:30
Cool I'll send you a DM.
EGrobe on May 18, 2022
Hi All, Looking for solution to be able to provide notes from deals along side other metrics like stage, close date, probability, etc. Any body have a solution to leverage notes in a report? If not what is best known work around? Only solution I read more
0 upvote
1 Reply
Hall of Famer | Partner
May 18, 2022 11:02
Hi @EGrobe , The notes create via the note feature are available in HubSpot reports. To access them in the Custom Report Builder (Menu > ...read more
HMasson on May 17, 2022
I made a report showing deal and customized date property that is manually filled by sales reps. There is only one field for this information and no evidence of changes to filters etc. It was brought to my attention that there are deals not being read more
0 upvote
2 Replies
Member
May 18, 2022 04:46
Hi, Thanks for reaching out! I have solved the issue. The primary data source was set to contact when I was looking at company data. Changing th...read more
BBurkhardt on May 17, 2022
Is there a way to export the close date without a time stamp?
0 upvote
1 Reply
Key Advisor
May 17, 2022 09:42
Hey @BBurkhardt , Wnfortunately, you can't export this natively as just a date field. You could potentially take this field, then format it ...read more
IddoGescheit on May 17, 2022
Hi, I have a lead gen followup that start with a workflow that includes two emails and continues with a sales sequence of 5 emails. I'd like to have a simple report that shows (in real time) the funnel: how many leads were sent WF email #1, read more
0 upvote
1 Reply
Community Manager
May 18, 2022 02:13
Hi @IddoGescheit Thank you for reaching out. I want to tag some of our experts here - @Chriso-mwx @Jnix284 @Josh do you have any...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.