Dashboards & Reporting

We have an important report that tracks the number of applications submitted through a specific HubSpot form. Occasionally, however, we receive applications outside of HubSpot. We’d like to include those submissions in the report without requiring o Leia mais

Has anyone here successfully created a sales commission plan with an accelerator? For the last couple years I've been using a custom calculation property in deals to calculate commission at a flat rate. Recently we've added an accelerated componen Leia mais

Hello, Starter pack user here. I would like to include body of email in activity reports. Is this possible? If yes, How do I do this? Thanks! Joe

Hi my sales team are using a custom property for the date of the first meeting in deals and I would like to show them the amount of days, on average it is since that date, in the new metric setup. When I create a calcultation property with the c Leia mais

Hi, I have an issue with the list of companies that are displayed in my report. I would like to avoid sharing the report print-screens, but will try to describe the issue best I can 🙂 1. It is a custom report. Primary data source are deal Leia mais

Hi, I've created a funnel report that shows how many contacts went from MQL to SQL and further. But for some reason it shows 0. I changed an MQL to SQL in December, but it still shows 0.

Hi, I was trying to use the “Line items by average net price” template to see how many times a specific line item was quoted. The report says 12 , but I can only find 6 in the actual quotes. (Data range has already been set to "All time" and Leia mais

Okay, so I want to run a report for Deals within a specific pipeline. Each deal is associated with a Company. Each Company has a Founder Gender and Founder Ethnicity. How do I create reports that break down the # of deals by Founder Gender and Ethni Leia mais

I'm trying to create a few dashboards and they don't seem to work (when I edit I can see the view I want under unsummarized data - but the view I see publicly has nada) Contacts Recently Assigned To Me (7 days rolling) My Leads (recent activity Leia mais

Hi! I am completely lost by the Formula syntax within HubSpot, but want to achieve the following: In reports, display the following high-level buckets if state and industry properties = Return: Northeast: CT, ME, MA, NH, NJ, NY, PA, RI, VT Leia mais

Wondering if anyone else is having a similar issue with meetings not being logged in the sales activity reports? The salesperson has their meeting scheduler set up and in settings they have 'track calls and meeting types' enabled.

Hi everyone 👋 I’d like to suggest a product improvement for HubSpot reports and dashboards that I think would have a big impact on usability and analysis: 👉 Add the ability to filter reports using an Associated Records dropdown, in t Leia mais