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Crystal_Hopper on July 07, 2025
I'm working in a Portal that has Users assigned to Teams. The users themselves have access to Reports. When I clone a Report, I want to assign it as View Only by a certain HubSpot Team. But the Teams are not listed. The users are, but not any read more
0 upvote
2 Replies
Top Contributor | Gold Partner
July 08, 2025 05:23
Hi @Crystal_Hopper This is a great question. I would like to start by sharing that this is a known limitation in some HubSpot accounts. ...read more
Solved
TLarson5 on July 07, 2025
Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" read more
Accepted solution
Hall of Famer | Partner
July 07, 2025 15:55
@TLarson5 that was exactly the point of my previous reply 😉 adjust the data sources to reflect records with the right association labels only. G...read more
RMazzucchelli7 on July 07, 2025
Hi Commuity I am trying to build a report (custom object: Deals + notes) of my deals. Then I am trying to filter the count of deals within a specific date range using my quick filters at the top of the dashboard. When applying quick filters, t read more
0 upvote
4 Replies
Thought Leader | Elite Partner
July 07, 2025 01:07
Hey @RMazzucchelli7 Please refer to this community query, which I believe is similar to what you're facing: https://community.hubspo...read more
Solved
AVignetti on July 04, 2025
Hi everyone, I'm trying to track who creates a company. The only options i found are: traking by owner and tracking by user id. The problem with the first, is that when a company is created, it might be owned by someone who wasn't the creat read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 04, 2025 09:02
Hi @AVignetti , You're right, the created_by_user_id does not always show an owner. If the company was created via integrations, workflows, or...read more
Solved
AVignetti on July 03, 2025
Hi everyone, I need to track how many times in a certain period of time my colleagues in Sales send a proposal (which is a deal stage "Proposal Sent"). Now I can track how many deals are in this stage, but as soon as the stage changes, I wil read more
0 upvote
3 Replies
Accepted solution
Participant
July 03, 2025 06:45
In your deal properties, you should have a property called Date entered “Proposal Sent” , which records the date when a deal moved into that stage. ...read more
Solved
COHagan8 on July 02, 2025
Hi all, I'm trying to report on the average time between the first outreach to a lead and the first logged call . My constraints: I'm working only on the Lead object I can’t create custom properties or workflows We log activities (ca read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
July 02, 2025 15:42
Hi @COHagan8 , Unfortunately, you will need to create a date stamp for the first call to report on this reliabily. This will require a workf...read more
Solved
EPark66 on July 02, 2025
I'm creating a custom report, but it automatically includes default fields that I don't need. Is there a way to remove the following fields and start with a blank report? The fields I want to remove are: Record ID - Deals, Record ID - Companies, and read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 02, 2025 15:07
Hi @EPark66 , No, as far as I know this default behaviour cannot be changed. Keep in mind that this is not the report itself but the data used...read more
Solved
MPatel65 on July 02, 2025
Hi everyone, We’ve successfully embedded a ClickUp dashboard via an <iframe> in our HubSpot card, but while the iframe content displays, it doesn’t allow any in-place editing—all controls are disabled. Our goal is to give users full ClickU read more
1 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
July 03, 2025 08:46
Hi @MPatel65 , Have you checked the Developer Documentation? I see a SettingsAction parameter for iFrames that may be helpful to you. ...read more
Solved
TLarson5 on June 27, 2025
Hey everyone, Question for you all. I love the idea of using an Association label on a deal with a partner is helping us. I've set up a test one as you can see here: I'm struggling with setting up reporting on this. I'm looking to get read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 27, 2025 13:30
Hi @TLarson5 , You choose the association label before creating the report, when selecting the data sources. It's one of those "hidden in plai...read more
Solved
AA-Ron on June 27, 2025
We have Marketing and Sales Hub Enterprise and Operations Hub Pro. Hi everyone, I am in the middle of Go-Live with several campuses, and we are moving from Velocify. In Velocify, as the administrator, we never wanted the reps to have the ability t read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
June 27, 2025 13:22
Hi @AA-Ron , The custom report builder will only display the current value in a property, not the property history. Other users have re...read more
Solved
TimelessSound on June 26, 2025
Looks like hubspot launched a new funnel report builder. It offers a lot of new functionality, but one critical insight that I can't seem to use anymore is culmulative conversion. I step-to-step conversion, but not cumulative conversion (similar to read more
Accepted solution
Top Contributor | Gold Partner
June 26, 2025 21:42
Hi @TimelessSound , HubSpot’s new report focuses more on each step's conversion rate, and the old overall metric isn’t as visible as before. ...read more
Solved
COHagan8 on June 26, 2025
Hi everyone, I’m trying to build a report in HubSpot that shows me the percentage of qualified deals compared to a specific deal goal. Here’s what I want to achieve: Let’s say I set a goal of 10 qualified deals. If a BDR has qualified 2 deals, t read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 26, 2025 15:19
Hi @COHagan8 , One option would be to set up and report on goals: https://knowledge.hubspot.com/reports/create-sales-goals If that's n...read more
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