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LWillard2 on June 07, 2023
Hi, I have created a dashboard to form part of the monthly reporting we do, but when I export it, it seems very random as to how it lays it out. I have selected "multiple reports on one page" but it does this for some, and not for others. So I h read more
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LGriffith on June 07, 2023
Hi On my sales dashboard I've tried to set it up so I can keep track of my KPIs - so how many new connections /deals I've added each week, what stage in the process they're at and how many are converting. I'm doing lots of activity but when I l read more
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samike on June 07, 2023
Hello everyone, I would like to achieve the ability to collect monthly fee data for a Deal using line items and present the total amount for the year in a report. For example, let's say we have a Deal (Deal A) that has reached the Close Won stage, read more
0 upvote
1 Reply
Top Contributor | Elite Partner
June 07, 2023 06:23
@samike - A few ways I can think of achieving this.. Use the recurring revenue report in HubSpot: Track recurring revenue in HubSpot Bu...read more
ketewan on June 06, 2023
Hi there! I know that there is a template to calculate average (or max/min/total) time deals spent in a specific stage. I wonder if there is a possibility to create a distribution or percentile based on this data. For example, I want to know ho read more
0 upvote
2 Replies
June 07, 2023 08:55
Hello @ketewan , This is what I would do: To obtain data on the time spent on each deal in a specific stage from HubSpot, retrieve the nec...read more
AMexicotte on June 06, 2023
I am looking to track meetings from previous weeks and separate them into 3 buckets: Meetings with new leads: If this is the first meeting with a company, how can we track this? Meetings with open deals: Tracking all of the meetings with ongo read more
0 upvote
1 Reply
Top Contributor | Elite Partner
June 06, 2023 15:19
Hi @AMexicotte I understand you're having difficulty categorizing meetings into these buckets. I can think two options to tackle this issue. ...read more
Maid2Match on June 05, 2023
Hi Team, We have been trying to establish and use Average First Response Time based on SLA due date for quite some time now but have not been successful in generating the report. We only operate during weekdays from 8am to 6pm Australian Ti read more
0 upvote
1 Reply
Top Contributor | Elite Partner
June 06, 2023 04:44
Hey @Maid2Match - There is an option when setting SLA's in HubSpot to select the 'Working hours' option if you only want SLAs to apply during your ...read more
Scoobie919 on June 05, 2023
We have our forecast meetings weekly, and I'm looking for a way to highlight the deals that went to close won or got pushed out of the quarter as well as any increases or decreases in the deal amounts. I've played with custom reports but cannot iden read more
0 upvote
1 Reply
Key Advisor
June 05, 2023 20:05
You could potentially create a workflow to help flag this in a property that you could then use in reporting. Looking for when a deal value changes o...read more
DMandalia on June 05, 2023
Hi, I am trying to create a report to show contacts with bounced emails from sequences. I have created the report but when I try to export, the full name does not show. Is there a way where I can see the contacts email bounced and when exporting read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
June 05, 2023 10:45
Hi @DMandalia , You need to add all fields you'd like in the export in this section: Best regards!
chloey on June 05, 2023
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with read more
Recognized Expert | Platinum Partner
June 05, 2023 08:45
Hey @chloey , thanks for reaching out! This is a great question. The easiest way to report on different call types would be to customize your ...read more
SDavis-Green on June 05, 2023
Hi all I've been using the Call Outcomes on my dashboard for a few years now. There has always been a small icon, which lets you switch between CHART view and TABLE view. The other day I switched to TABLE view and saved. I then w read more
0 upvote
3 Replies
Community Manager
June 06, 2023 09:50
Hi @SDavis-Green , Thanks for your reply as well, and appreciate you taking the time to add these details! Could you please send me a pr...read more
jrtbv on June 01, 2023
Hey, Is there a chance to create a report that shows how much time each deal spent in each pipeline stage? Example. Owner: Jack Deal Name: XYZ Time in Contact established stage: 7 days Time in Demo Pitched stage: 21 days
0 upvote
1 Reply
Hall of Famer | Partner
June 02, 2023 00:12
Hi @jrtbv , If you have access to reports in the Sales Hub, you should also have access to sales analytics . Navigate to Menu > Reports...read more
jrtbv on June 01, 2023
Hey, How to create a report that will display missing fields in deals in my pipeline? Regards, OM.
0 upvote
1 Reply
Hall of Famer | Partner
June 02, 2023 00:17
Hi @jrtbv , I would work with a saved filtered view here, not a report. Navigate to Menu > Sales > Deals and select the list...read more
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