Dashboards & Reporting

MKMatarelli on August 12, 2022

Hi! I want to export activities such as calls, meetings, and every touchpoint we had with the customer as a json file to analyze data as an event, not as object data. Can I do this without an API?

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jolle

Participant

August 12, 2022 11:28

Hey! Here's a similar community thread with a great response from Karsten . At this time, API work is required in order to export what HubSpot calls...read more

DexterCE on August 12, 2022

Report on BDR Source for AE Opps

Hi all, Hope you can help. We want to create a report where the Account Executives are shown on the x-axis, the number of deals on the y-axis, and the custom field 'BDR' (which represents the name of the business development rep who was involved read more

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kvonloesecke

Community Manager

August 12, 2022 12:23

Hi @DexterCE , Thanks for reaching out! I wanted to invite our subject matter experts to this conversation to see if they have advice. ...read more

Solved

JAliber on August 11, 2022

Average Time of Deal in Stage

Hello, I'd like to create a report that calculates the average time in stage of deals - regardless if they are alive or dead. I do not believe the default report that hubspot offers suffices my request. Also, it'd be great to vizualize this in a read more

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3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 11, 2022 21:27

Hi @JAliber , You're correct, either won or lost. If that's not sufficient, I've laid out a custom workaround here: https://community.hubspot...read more

Aclaro on August 11, 2022

Company with contacts in different countries

Is there a way to display on the company if the company has contacts in different countries?

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karstenkoehler

Hall of Famer | Partner

August 11, 2022 09:19

Hi @Aclaro , Any solution here will require a Professional subscription, workflows are needed here. My suggestion would be to create a c...read more

Bridget2 on August 10, 2022

Custom Goals Report

Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more

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1 upvote

1 Reply

PamCotton

Community Manager

August 10, 2022 14:48

Hello @Bridget2 , thank you for posting in our Community! That's a great question! I would like to invite our top experts to this conversation @...read more

KaRagh on August 10, 2022

Tracking Revenue for one time sale

We sell our customers a product one time and it is not a recurring revenue. Does hubspot has a property that can be added to a deal for these one time sales and can these be included as part of revnue tracking?

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0 upvote

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Chriso-mwx

Top Contributor | Platinum Partner

August 11, 2022 03:11

Hey @KaRagh , I see now what you mean. You've added the properties for the recurring revenue analytics beta and like to know if and how non-...read more

Solved

Dziugas on August 10, 2022

Revenue pipeline graph per salesperson

Hey HS community! I'm struggling to create a report and was wondering if anyone has attempted to do something similar. I would like to create a linear graph based report that would show pipeline revenue on a monthly basis for each salesperso read more

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Accepted Solution

Phil_Vallender

Most Valuable Member | Elite Partner

August 10, 2022 02:36

Hi @Dziugas Have you tried something like this: A report showing deal amount by close date (non-cumulative) can be filtered...read more

Solved

KCockhill on August 10, 2022

Goal Setting

Please can you add the ability to make Deals closed and Won a goal that i can set . Meetings, Goals created, Revenue and calls are ok, but if you have to target someone with contracts signed, these do not help. Thanks Kathrin

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4 Replies

Accepted Solution

danmoyle

Recognized Expert | Elite Partner

August 10, 2022 05:39

@KCockhill May I suggest adding this request and all details to an Ideas forum suggestion ? The product team monitors that for feature requests....read more

Solved

KLempiäinen on August 08, 2022

Report showing number of sales activities before a lead turns into a SQL

Hello, I am trying to build a report showing how many sales activities it requires before we gain a new SQL. I tried creating a report based on this post but it does not work as I would like it to. It shows only some of the sales activities, f read more

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 08, 2022 23:24

Hi @KLempiäinen , I'd approach this slightly differently. I would create a report that copies the Number of sales activities into a Number ...read more

Solved

CLaws on August 08, 2022

Help With A Dashboard

Hello, I have created a new section when adding a deal (I created Upfront Revenue) - and I now want this data to flow to a report/dashboard. I cant seem to create a report to link this data, it always defaults to the amount column. Which report read more

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 08, 2022 21:27

Hi @CLaws , Just to confirm, Upfront Revenue is a deal number property? How exactly would you like this to display, one column for the deal ...read more

PSarkar0 on August 08, 2022

Error while uploading contact with the Contact Owner name

Hi Team, While uploading a single file with a new Contact list in Hubspot I am facing a problem in the column ‘Contact Owner'. Hubspot was showing an error and was unable to upload the file. Hence had to delete that column and after that Contacts w read more

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0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

August 08, 2022 02:42

Hi @PSarkar0 , Happy to help here. Could you check which error message exactly you got? https://knowledge.hubspot.com/crm-setup/troubleshoot-...read more

peterluba on August 06, 2022

Dashboard of amount per person (with deal splits)

Hi, Hubspot-newbie here. I'm trying to create a report that will see the monthly amount closed per-person. This would be trivial, but we have some deals that have deal splits set up. How can I make this report? Thank you!

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1 upvote

3 Replies

peterluba

Participant

August 06, 2022 17:10

This will only show it based on the Owners. But I want to have it shown based on the owners (but if there are deal splits, do it by deal split)..... ...read more

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