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SeanPBurton on March 28, 2023
I am trying to create a report which visulises or lists contacts with more that one deal associated with them. I can create a simple custom report by choosing contact record id and count of deals, but I cannot then filter on count of deals. Ideally read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 28, 2023 00:46
Hi @SeanPBurton , There is a contact property "Number of associated deals", so you can simply filter for contacts where this number is >1 ...read more
FMEngineering on March 27, 2023
When creating a report (chart) for a dashboard I have selected a date range of "Past Rolling 90 days (exluding today)". Originally the date field I chose was "Create Date" which is a HubSpot maintained property that tracks contact creation dates. Ho read more
0 upvote
0 Reply
danny2327 on March 27, 2023
Can anyone explain what the difference, if any, is between any of the This X vs This X so far filters?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 27, 2023 21:24
Hi @danny2327 , For a lot of reports, there isn't any different between the two – specifically if you're reporting on anything that's in the p...read more
AKnoll on March 27, 2023
I have a request to add 'LinkedIn messages' to the Team activity timeline summary report. When I do add the filter for the report, it reverts to all of the activity of my team, when I have only filtered for 2 users (we have people in sales, service read more
0 upvote
0 Reply
AKemple on March 27, 2023
Does anyone know of a way to make a report that will quickly show me the time of each designated rep's last call (i.e. Rep X called a contact at 4:43pm CDT)? We have noticed a few of our reps often stop calling before the end of the day and would li read more
Community Manager
March 27, 2023 14:33
Hello @AKemple , thank you for posting in our Community. I want to invite our top experts to this conversation @Bryantworks @franksteiner79 an...read more
DennisHalvorsen on March 27, 2023
Hello I want my team to view theyre own acitivity logs and access the reports / dashboards an be able to create theyre own reports etc. But; i do not want them to be able to view my (CEO`s) activity, i dont mind them being able to see that i creat read more
0 upvote
1 Reply
Community Manager
March 27, 2023 14:21
Hello, @DennisHalvorsen thank you for posting in our Community! Users with super admin permissions can restrict a property so that on...read more
PBaxter on March 24, 2023
Hi All, We have a custom object called 'Insights' where various members of our team capture pieces of intelligence about our clients / market, which is associated to companies and contacts. Data structure is like: Insight Name -> Date -&g read more
0 upvote
1 Reply
Community Manager
March 27, 2023 07:41
Hi @PBaxter , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any in...read more
BamaBoy on March 23, 2023
I'm trying to get a report that shows me all of the fields below. So far, I've only been able to find a few of the fields in a custom report and a couple of the fields in the canned report called "Ad campaigns with cost per click." I'd like t read more
0 upvote
1 Reply
Community Manager
March 24, 2023 07:59
Hello @BamaBoy Happy Friday! I want to invite our top experts to this conversation @ndwilliams3 @Mike_Eastwood @Josh you have any suggesti...read more
HNascimento on March 23, 2023
Is it possible to create a dash with: the average number of emails sent for each lead created in 2023 in the first 15 days after lead creation?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 23, 2023 22:22
Hi @HNascimento , Not historically, I think, no. Even going forward, unfortunately, this can not be achieved perfectly, only via approximation...read more
PMgoUrban on March 23, 2023
Dear all, I have the following challenge: ""•Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline view (x-axis) like Deals closed over Time. It should allow to filter per Sales Rep to see total amount read more
0 upvote
3 Replies
Top Contributor | Partner
March 23, 2023 22:35
Hey @Jaycee_Lewis Thanks for adding me to this query, always happy to help!
nigeld27 on March 22, 2023
Hello, We are on the 'free' sales subscription, which is to say: We use Hubspot deal pipeline but nothing else in the sales tools. There are 7 stages to our pipeline. I want to pull a report that tells me how long a deal is within each st read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 22, 2023 06:09
Hi @nigeld27 , Navigate to Menu > Reports > Reports > Create report and use the search bar in the top left to look up 'Deal a...read more
phtheref on March 21, 2023
Hi! Cannot find a way to do this (noob 😉 How can I create report/dashboard which are telling me forecast of weighted deals ACV values per month? For example: I have 2 deals (lets assume those €:s are weighted amounts based on pipeline stages): read more
1 upvote
4 Replies
March 23, 2023 00:15
This is what I "know" and get a result... This shows MRR (not weighted) values: I really don't want to see stages at x-axis but instead of that...read more
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