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  • phtheref on September 23, 2021
    0 upvotes
    0 Replies
    Hi! I've asked this multiple times and I am asking this again. Is it possible to get weighted monthly forecast from deals where forecast understand difference between one-time fee & MRR line items? Also it would be very important that sales re...
    Reply
  • KNickolay on September 17, 2021
    0 upvotes
    1 Replies
    Hi! Why did HubSpot get rid of Forecast Probabilities? It looks like there has been a recent update that means the forecasting probability is now based on the deal pipeline stage. Is the forecasting tool now only using the deal stage probability?
    Reply
    Top Contributor | Diamond Partner
    September 17, 2021 20:38
    Hi @KNickolay , Yes, before using the forecast tool, you have to set up the forecast deals amount. More infor here . Hope this helps! ...
  • Solved
    JRW on September 15, 2021
    0 upvotes
    2 Replies
    I'm trying to create a report on our lead activity prior to a customer entering our deal pipeline. For a given company I would like to display a count of the number of contacts in each lifecycle stage.
    Reply
    JRW
    Member
    September 17, 2021 13:51
    Thanks Karsten!
  • DheerajP on September 15, 2021
    0 upvotes
    3 Replies
    Hi, We are trying to create a goals report by utilizing the goals feature but came across certain limitations -- goals cannot be displayed on bar chart and secondly goals value do not accept decimal numbers. So we kind of tried to create a b...
    Reply
    Top Contributor | Diamond Partner
    September 19, 2021 22:32
    @DheerajP How it will display 1.5 deals in closed won?
  • JLMarcoux on September 15, 2021
    0 upvotes
    1 Replies
    We are rebuilding our CRM from scratch with new properties, Deals stages etc. We are based in Canada and provide Security services for hospitals, construction sites and basically any venue that may require security agents to verify vaccine passports...
    Reply
    Participant | Partner
    September 15, 2021 13:36
    I don't think this is possible with standard deals. You need to create a custom object to vizualize this.
  • OZeno on September 14, 2021
    1 upvotes
    2 Replies
    Hi, I was wondering if there is a way to have more than 10 sales reps' emails/calls show on the Activity leaderboard by sales rep in the dashboard? Also, Is there an easy way to view the emails/calls made by each sales rep individually (regardle...
    Reply
    Top Contributor | Diamond Partner
    September 14, 2021 21:16
    Hi @OZeno , Please clear this for me, that you want to see all your reps on the report making call/emails. If it is the case then while creating a...
  • dmattauch on September 14, 2021
    0 upvotes
    1 Replies
    It seems like i can't average the number of daily calls in the report : Is there any workaround? I want to know the average number of daily calls per sales agent. Many thanks David
    Reply
    HubSpot Employee
    September 14, 2021 13:42
    Hi @dmattauch Thanks for reaching out! Averages can be applied to eligible metrics (numeric fields) in the custom report builder. For # of ...
  • Solved
    LRhodes on September 13, 2021
    0 upvotes
    3 Replies
    Is there a way to ensure that the only activities/metrics displayed on a user's dashboard are for their own (or their team's) contacts/companies/deals? For example, Rep A should only see his sales revenue vs. last year's value, not have access to th...
    Reply
    Member
    September 15, 2021 14:00
    @dmattauch This is exactly what I needed. Thank you!
  • clvtross on September 13, 2021
    0 upvotes
    2 Replies
    I noticed that the Activity Assigned To filter, for example, does include all users in Hubspot. Is there a way to limit what users can be added to a report based on permissions or a team?
    Reply
    Member
    September 13, 2021 19:27
    A shared filter can only be edited by the shared filter's owner. ... Changing the ownership of a shared filter Choose > System. Click Shared...
  • KHughes2 on September 10, 2021
    0 upvotes
    3 Replies
    Hey looking for help with a problem, Whenever we add a deal to a contact we send that contact an email (using the deal workflow). Our marketing team wants to know if those who get this email are more likley to move to the second stage in our (cu...
    Reply
    Participant
    September 20, 2021 07:18
    Thanks everyone for looking into this.
  • KTaylor1 on September 10, 2021
    1 upvotes
    1 Replies
    Hi, is there any way to report on the queue feature in tasks?
    Reply
    Community Manager
    September 13, 2021 01:41
    Hi @KTaylor1 Thank you for reaching out. This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in ou...
  • JennaWB on September 09, 2021
    0 upvotes
    2 Replies
    Hi - I am working on creating a report that shows the deal source (a new property I created) broken down by the companies that are our prospects. The report is a custom report using both deals and companies. I am running into an issue with man...
    Reply
    Member
    September 10, 2021 15:52
    Thanks @PamCotton ! All deals were associated with contacts and companies. I just went in to look and it looks like the issue has resolved itself. ...
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