I've already read all the posts and watched the videos shared on renewals from other users, however our use case is a little different, so I'm trying to figure out the best way to do this. Our offering is a mix of hardware, that is purchase outr read more

Hello together, In "sales analytics" under "forecast and pipeline" there is a button "actions" with the option to add saved filters. My problem is where and how can filters are saved that I can add them in sales analytics and provide the filter to read more

Admittedly, reports is by far the hardest part of HS for me to get my head around. I want to create a report on our deals closed within an adjustable timeframe that have a meeting associated with it versus those without. We are just starting to get read more

Worked the problem - it was there all the time. Learnings. Hello, First time community post for me! I need to pull all Deals by Opportunity Type from our instance of Sales Hub Starter in preparation for a migration to Professional. My p read more

Has anyone built a means of tracking Sales Commission Calculations in Hubspot? I know that you can establish quota in Hubspot using goals and report against attainment to quota. However, I'm looking at options for reporting on quota and moving out o read more

Hey! Does anyone know how to reflect the accumulated amount (MRR) sum of company-associated WON deals onto a company-property, where it only shows recurring revenue and not one-time payments. The property called Total Revenue on Company records read more

We have an idiation sales stage with 0% probability attached. This is for the sales team to track their very early stage initiative. I would like to exclude that stage from the summary deals dashboard. Can that be done? Thanks

Hello, For the last few weeks, our weekly dashboard emails have suddenly stopped coming through. I have several KPI Dashboards set up for my team members and they all send a recurring report to each of them every week on Monday mornings. The la read more

Hi All, We have an internal debate happening regarding Close Date/Anticipated Close Date vs. Term Dates. I need your brains to help. In my efforts to create solid renewal pipeline reporting, is it necessary to enter deal/opportunity close da read more

I want to embed external content in my dashboard (cloudfront distibution link) that is hosting an angular app that asks you to authentify then displayes for you a dashboard. When i want to authentify i get this error "d2cymu1pvrh8xe.cloudfront.net read more

I'm trying to figure out a way to creat a trend report that shows how many leads were in a certain status in the month of Feb, Mar, Apr etc... It has to be a trend report rathre than a snapshot in time. I'm still new but not seeing how I can d read more

We'd love to modify the base "Team activities by Activity Date" report to use "1on1 Email", "Contacts", and "Company" data. The given feed from Hubspot can't be edited or replicated as far as I'm aware. Feed isn't an option in Custom Report Builder. read more