I'm trying to create a custom report that shows who within my team has created a deal. It appears to be some-what working, but the majority of them show a blank field. Does anyone know why that could be happening?

Hello Guys, I have been trying to do an automation for almost a month and it's not working. Here's the deal: I need to copy the contract expiry date from a DEAL to the same property in COMPANY. But, every time that we have a new deal, they copy Lire la suite

I am trying to get a report running where I would filter out companies that has the Child association label and only have companies with the Parent label or no label. For that I understand that I would need to edit the data sources to have the p Lire la suite

Hi all, I have just discovered a new feature in one of my reports where I can compare graphs with the previous 92 days or year. However, when I save the report, I only see one graph?

Hi I'm struggling to find an answer to my query on the forums/knowedge bases. Can you tell me whether it is possible/how to do it - I want to be able to either add to view and/or report on the last note entered against company record. Is Lire la suite

The activity timeline report is amazing but I need to have the report have a filter to select deal stage as certain deal stages matter to see the activity and certain do not. I would also need the deal name in the interaction as well. I have tried t Lire la suite

Hello! when i create a funnel report to get the conevrsion rate, is it possible to add the Deal amount?

Hello, I have successfully connected the domain (website pages, blog, landing pages, sales & service email (tracking) as well as email sending domain. Despite going through all these steps I am unable to send dashboards via email to external ema Lire la suite

I want to set up a report on how many of our qualified leads (from the prospecting workspace), turn out as sales (in our deal pipeline). And bonus if i also can see the amount those sales bring inn. NB: I have HubSpot professional, not enterpris Lire la suite

Why do you have it so that the activity date for a single object report shows the date and time with ease - however you can't choose today or the past 7 days for a report. Whereas on the customer object report builder the activity date will not Lire la suite

Hi all. I am trying to get a specific VIEW of my pipeline. The only VIEW I can get for the DEALS PIPELINE is in the grid where I have to scroll down to see all the DEALS. WHen I watch hubspot tutorials, their entire screen is filled with t Lire la suite

Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then Lire la suite