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Solved
RMcMinn on May 19, 2025
Hi all, I'm having trouble creating a report that shows my reps' meetings completed per month vs deals sold. Essentially, I want to understand my reps' meeting conversion rates. Any assistance would be helpful! Thank you
0 upvote
1 Reply
Accepted solution
Top Contributor
May 19, 2025 21:13
Hi, @RMcMinn Do you run Sales Hub Enterprise or just Pro? I am infering Pro for now; if you confirm Enterprise you get a faster Journey report...read more
GBarnett on May 19, 2025
I had created a custom pipeline snapshot report to track week over week weighted revenue and deal # growth and retraction. As of last Friday, these reports suddenly displayed different information and visualizations. Anyone else having issues like t read more
0 upvote
1 Reply
Community Manager
May 20, 2025 07:50
Hi @GBarnett , I hope that you are well! Thanks for reaching out to the HubSpot Community! I see that you opened a ticket with our Support Team....read more
Lauren3 on May 19, 2025
Hi all, We’re trying to build a custom report that shows two associated contacts — one who introduced the other — alongside their lifecycle stages . This is for tracking word-of-mouth introductions, where one person recommends our service to read more
0 upvote
2 Replies
Top Contributor
May 20, 2025 07:49
@Lauren3 1. To get people like Lauren, I would create an active contact list with a filter on the Recommended by property: is known. That'...read more
PMenkar1 on May 19, 2025
Hi, Looking for a way to create a report, where meeting booked resulted in a deal creation. As an example if we have 30 meeting booked for a given month, 5 deal were created from it. How to create a report for this? I saw other posts but they fo read more
0 upvote
2 Replies
Contributor
May 20, 2025 02:15
hello, 1. I have ent plan and for this part, Reports → Create → Customer Journey it does not allow different properties from two different object,...read more
Solved
NeerajNigam26 on May 19, 2025
Hi, One of my customer facing a strange issue. He can access the dashboard and report under the dashboard but dashboard name is not visible to him. Refer to the attached snap and let us know your tought why it's happening.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 19, 2025 07:00
Hi @NeerajNigam26 , Have they made sure of the following? Use the latest version of a supported browser: https://knowledge.hubspot.com/ac...read more
PPicard on May 16, 2025
I would like to see a way to breakdown connect rate % by rep. # of leads vs # of leads connected with Seems super basic... and I created a connected field - yes or no, but can't figure out how to turn this into a percentage on reports.
0 upvote
1 Reply
Community Manager
May 19, 2025 02:55
Hi @PPicard , I hope that you are well! Great question, thanks for asking the Community! Before to answer your question, there is a Beta you mig...read more
SBale on May 15, 2025
Hi Community Friends, Have been given a brief and looking for your help and ideas on the best way to achieve this...... Individual Board: Leads Handed to SalesTeam Sales Team react on this Progress shown Success of Lead to Demo read more
0 upvote
2 Replies
Participant
May 15, 2025 18:00
Hi, we've done something similar for our reps, and the combo that worked best for us was a custom dashboard built around deal stages + lead status pr...read more
Solved
Hyroxware on May 14, 2025
Hi All, We are on the Sales Professional Hubspot Level. We moved over from Pipedrive which seemed to be behind Hubspot. However they had really good Win/Loss and coversion Reports. I could see thw Win/Loss of countries, competitors or type of b read more
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 14, 2025 07:00
Hi @Hyroxware , There are different ways to approach this. One option would be funnel reports: https://knowledge.hubspot.com/reports/cr...read more
Solved
LisaSheppard on May 13, 2025
Hi All Wondering if anyone has been able to create a win analysis reporting in HubSpot. I'm currently having to manually export all of our data and calculate a win rate on a number of different factors. Essentially I want to know if it is p read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
May 13, 2025 09:50
@LisaSheppard in that case you would visualize the Amount by Is Closed won , and filter the report by Is closed (numeric) and visualize as a p...read more
Solved
PRiv on May 12, 2025
Hello, I've created the report " Contact lifecycle stage funnel with contact totals and conversion rates" but they are not included all the stages. The "subscribers" and "Sales Qualified Leads" are missing.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 12, 2025 11:38
Hi @PRiv , You would have to edit the report to ale the changes and include the missing lifecycle stages. Depending on where exactly you are i...read more
JPither on May 12, 2025
I'm looking to track and report on the number of meetings logged/scheduled by members of my team. I'm aware this bit is simple enough. However, what we're looking to do is have it so that if a member of my team attends a single meeting with two dif read more
0 upvote
3 Replies
Participant
May 16, 2025 05:09
Hi there, This doesn't quite work exactly as we'd like. It does show the names/record IDs of the contacts we've met, and it does accurately repeat t...read more
Solved
ABlasky on May 09, 2025
Our team has a Sales Hub Professional account. A request has come in from our leadership team to create a report of the Top 15 Deals by Amount. I see that I can set 10 or 20 rows of results to show in the dashboard. I also see that I can set the r read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 10, 2025 00:59
Hi @ABlasky , Could you please share a screenshot of your report settings and filters? Are you using the single object report tool or custom r...read more
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