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MNar on December 07, 2023
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
0 upvote
1 Reply
Community Manager
December 07, 2023 16:56
Hello @MNar thank you for posting in our Community! I think you can build a great strategy and create a well-organized system for tracking a...read more
MichaH on December 07, 2023
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2023 07:47
Hi @MichaH , This refers to the saved filters on the deal index page (Menu > Sales > Deals). https://knowledge.hubspot.com/crm-setup/cr...read more
sberry11 on December 06, 2023
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
0 upvote
3 Replies
Top Contributor
December 07, 2023 11:00
Trying to think a bit different. It's ok if it's not a report, I just need to be able to access these numbers to show if investing in travel increase...read more
MStreib on December 05, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 06, 2023 00:15
Hi @MStreib , Welcome to the community! In Sales Hub Starter, reporting options are unfortunately limited. However, if you're planning t...read more
EMcGrath on December 05, 2023
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
0 upvote
1 Reply
Recognized Expert | Platinum Partner
December 05, 2023 12:59
Hi @EMcGrath , If the calculations are extremely basic you could probably accomplish it using calculated properties, otherwise I believe you w...read more
PeterRothman on December 05, 2023
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
Most Valuable Member | Elite Partner
December 07, 2023 10:48
Hey @PeterRothman . I ws thinking about your question this week. I think there's a solutin with custom properties and calculations, but this might b...read more
AWalter3 on December 04, 2023
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 04, 2023 13:26
Hi @AWalter3 , The deal board view is designed to show all stages, it's not possible to hide one. There aren't any settings for this. In...read more
lnorden on December 04, 2023
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
0 upvote
2 Replies
December 04, 2023 09:07
Hello, I just reviewed those steps and although most of them I've completed on my own already, I did double check everything and none of those se...read more
Coombiyah on December 03, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 04, 2023 00:20
Hi @Coombiyah , That depends on which reports exactly you want to create, but generally yes, you should fill the Close date as early as you ...read more
YoussefCL on December 01, 2023
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
0 upvote
2 Replies
December 01, 2023 11:33
I don't believe you have read my question proprely, I'am trying to embed external content in a dashboard, the external content has a form that when i...read more
KBixler on November 28, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 29, 2023 00:29
Hi @KBixler , This is currently not possible. With the reporting tools provided by HubSpot, there isn't any way to see what the total number o...read more
MReyes13 on November 28, 2023
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
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
November 29, 2023 06:16
Hey @MReyes13 , You're correct here that you can't create a custom field. What I do instead is just make a table report that shows these. Do...read more
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