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
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
@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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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