Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
MHemsley on July 01, 2022
Hello, I was wondering if there was a way to send a report in Hubspot as a csv? At the moment its just a view of the report and a clickable link that takes the user to the reports section not the report itself. Be more useful if it was a csv fi read more
0 upvote
1 Reply
Hall of Famer | Partner
July 01, 2022 06:39
Hi @MHemsley , That's currently not possible, spreadsheets are not among the formats that can be selected when setting up report / dashboard e...read more
Solved
andredeoliveira on June 28, 2022
Hello I want to share our struggle here. Email is one example that we were trying to backup here and already facing limitations, but we need this to all activities types. We need for Task, Calls, Meeting, Email, Note, at least this: Wh read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Diamond Partner
June 28, 2022 12:28
@andredeoliveira One option is to export all of your CRM data using Ultimate Data Export for HubSpot . Ultimate Data Export is available fr...read more
THodgson on June 28, 2022
I'm new to creating reports and am look to produce a report that shows the weighted sales stages that is reflected in the deal amounts. So if a deal is worth 100k and sits at 50% the report shows it at 500k. I can't seem to find a way to produce thi read more
0 upvote
1 Reply
Contributor | Partner
June 28, 2022 07:25
Hi @THodgson , you can use the field, 'Deal Stage Forecasted Amount' to see weighted numbers.
Solved
RFaulkner on June 27, 2022
Does anyone know of a dashboard that I can show how many MQLs we have, who those MQLs are against and also show their progress through the sales pipeline? I want to create a dashboard I can share with my board that shows the progress of our MQL read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 27, 2022 02:09
Hi @RFaulkner , I'm not aware of an out-of-the-box dashboard, this probably doesn't exist. If you have a Professional subscription, thes...read more
CarlosEduardoEs on June 24, 2022
Hi! I need to calculate the Average Time on Stage by each Phase, considering that all the Deals are in Lost. On the image below, i've underlined some examples that i need to exclude on the chart, so i must only consider the columns that refers to read more
0 upvote
1 Reply
Hall of Famer | Partner
June 24, 2022 23:08
Hi @CarlosEduardoEs , From your screenshot I can't tell how you're breaking down the count of deals in each deal stage. For example, under "Ne...read more
Solved
dougfairbro on June 24, 2022
Hi there, Looking to set up a report that will show me the number of deals that have entered the sales pipeline this month. The problem I have is that the date of when a deal enters a pipeline isn't recorded. I'm aware there are properti read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 24, 2022 23:18
Hi @dougfairbro , This depends a bit on your sales process and how you're managing deals. Generally, a deal that enters a pipeline should not ...read more
Solved
DCowan on June 23, 2022
Hi HubSpot, I'm confused that I can make a workflow to create notifications of Deals that have a close date that is past or before another date property I have created but can't make a report to show all deals that fit the same attributes. I read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 23, 2022 21:34
Hi @DCowan , This is already being reviewed and worked on by the product team. Other users have pointed out inconsistencies in filters across ...read more
DSMerancio on June 21, 2022
When adding products, a "created on" date is visible, but a "edited on" and an "edited by" would be very useful information to know when last an item was edited and by whom. With pricing fluctuations and industry changes, this could be a useful fiel read more
0 upvote
1 Reply
Hall of Famer | Partner
June 21, 2022 23:32
Hi @DSMerancio , Requests like these are best posted to the HubSpot Ideas section of the community. The product team reviews them based on t...read more
EbarakHossain on June 21, 2022
Hi HubSpotting Friends, I need your help with this custom report. Is it possible to create a combined (for all Sales users) report that shows Sales Emails' (1 to 1) performance over time? In fact, we are looking for data on 1-to-1 emails that read more
0 upvote
1 Reply
Community Manager
June 22, 2022 14:59
Hello @EbarakHossain , thank you for reaching out to our Community. I would like to invite our top experts to share some ideas. Hi Josh @Ste...read more
timsnelling on June 20, 2022
Currently experiencing issues with safari, cannot replicate these on opera or chrome. Safari and Mac OS are up to date. Issue one : Failing to upload an attachment to an email. Fix requires a full restart of the pc. Clearing history and read more
Community Manager
June 21, 2022 05:58
Hi @timsnelling , Thank you for reaching out to the Community! We've received reports from other customers who weren't able to send emails f...read more
JoeBurchard on June 17, 2022
Hi all, I'm looking for ideas/insights on how to create a report that visualizes how many unique contacts an individual sales team member must contact to create a deal. Further, the average sales activities needed to move to each stage of a deal p read more
0 upvote
2 Replies
Contributor
June 26, 2022 15:08
Hello @JoeBurchard and thanks to @MiaSrebrnjak for the invite. I am not sure there will be a one-way answer to your question. This is becaus...read more
Solved
Pauldrew on June 17, 2022
Hi we have an SDR team who set appointments via phone, Linkedin and email for the BD team who attend them. Is there any way: Create a report to show the success of the Linkedin messages or other way of contacting such as Whatsapp message, video me read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Gold Partner
June 23, 2022 18:26
Hi @Pauldrew You can now report on sales actions - specifically meetings in this case - using a reasonably new "meeting type" field (requi...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.