Hi All, I’ve connected Google Ads to HubSpot, and as part of the integration, several custom events have been synced into HubSpot. However, I’m struggling to find a way to generate reports on these events within HubSpot. Does anyone have recomme read more
Hey folks. I have a very long pipeline with many deal stages. And we need a report in our dashboard for the conversion rate between three deal stages ("first contact", "offer sent", "deal closed"). For certain reasons, not all deals go through ALL read more
Hi @CMarschner ,
A funnel report is the right way to approach this, but unfortunately, if deals have consistently skipped stages, then your op...read more
I've set up the "share via slack" automation to share a dashboard report weekly on Mondays. AEs receive a reminder a few hours before to update the report. We've made sure to refresh the report several times after being updated, before the automatio read more
Hi @NJaramillo5 ,
This sounds like unexpected behavior and I would recommend flagging it with HubSpot support directly, in-app via email or ch...read more
I'm trying to create a report to show the average time it takes to close won deals over three different pipelines. I've had a play around and i'm sure there is a simple answer but struggling to find it!
Hi, My customer wants a report that shows him the amount of deals at each stage per month.
Rows are the deal stages, and the columns are the number of deals, per month.
Any idea how this can be done?
Hi @Ktamir ,
As far as I know this is only possible natively via the historical snapshots report in the sales analytics: https://knowledge.hu...read more
I am really hoping someone else has figured this out. I know Hubspot likes a week to be Monday-Sunday. But some aspects of reporting seems to like Sunday-Saturday. I am creating a combination report that shows tickets created daily, grouped by read more
Hey there @DaleGearhart . The inconsistency you're experiencing with the 'First Day of Week' in HubSpot reports is a known issue that affects many u...read more
Hello, I'm wanting to track the number of sales activities (tasks, calls, emails) sent specifically to only company records done by our managers. I can't figure out a way to exclude sales activities to contact records. my data sources are on read more
Hey @hweatherford
Email addresses, and by extension most communication channels, are owned by human beings that work for companies. When we ...read more
Dear community, I've created a historical snapshot report that breakdown by deal stages. But, it doesn't show 2 specific stages (Deal Lost, Deal Closed) despite they are all under the same pipeline. Any help would be appreciated. Thank you read more
Hi @DOz3 ,
This is expected behavior, (in your case) unfortunately, see here: https://knowledge.hubspot.com/reports/create-sales-reports-with...read more
Hallo zusammen, ich benötige für einen Bericht einen Datumsfilter der mir die Datensätze (in diesem Fall Meetings) in der übernächsten Woche ausgibt. Hat hier jemand eine Idee dazu? Beispiel: Diese Woche würde mir dann die aufsummierten Ter read more
Hallo @Stammi ,
das ist bei Aktivitäten leider aktuell nicht möglich, so detailliert sind die Filtermöglichkeiten aktuell nicht. Mir sind hier...read more
I am trying to create a table report based on the following: The deal is in "Closed Won", it shows the MRC by month for this calendar year and adds the MRC in the month that it was closed. IE deal 1 closes in Jan - so it have MRC values from Jan t read more
Hey @Serdel1 several has a lot ways of doing this (since there's isn't a clear one this was also added as an idea on the community you should follo...read more
I need to create a report that shows me all the contacts who do not have a specific Deal (Deal Name = Deal 1), but have one or more specific Deals (Deal Name = Deal 2 or Deal 3 or Deal 4). I have tried to do it in several ways, but without success. read more
Hi @kalves5 ,
Due to HubSpot filters always implying a "is associated to at least one record that meets the criteria" logic, you'll need to do...read more
I am in need of a report for companies (Type: Dealer) that shows a list of the associated companies with a specific association label (Label: National Account to Dealer). For example: I need the report to show that Dealer A (Company) is associa read more
Hi @SBrooks10 ,
When you create a custom report in the custom report builder, there is the step of picking data sources (companies and deals i...read more