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MClarke00 on July 17, 2024
Hello, I'm very new to hubspot and I'm trialing this currently for a small sales team with not a lot of companies (less than 50) and contacts (less than 100). Most CRM and basic reporting systems I've used previously allow an option to list read more
0 upvote
2 Replies
Member
July 17, 2024 07:22
Thanks for the prompt reponse. Basically what im looking for is a report in PDF that shows the actual activity in an easy to read format. Any meeting...read more
RCleaning on July 17, 2024
On our dashboard we have two donut charts called 'Gross Margin (%)' and 'Conversion Rate'. We are trying to calculate a budget variance for these metrics (calculated as Variance = Actual Value - Projected Value). The main problems are that the 'actu read more
0 upvote
1 Reply
Hall of Famer | Partner
July 17, 2024 05:22
Hi @RCleaning , No, this is not possible – properties cannot reference and pull in data from reports, unfortunately. You would have to use the...read more
RCleaning on July 17, 2024
Hi, I have a property called 'Full Tender Value' which is functionally the same as Hubspot's native 'Amount' property. I would like to create a new property that would be able to hold the value of the sum of 'Full Tender Value'. I've tried doing read more
0 upvote
2 Replies
Member
July 17, 2024 10:25
Hi @karstenkoehler , I am trying to create a property that would be able to store the sum of the 'Full Tender Value' of all properties. I have this...read more
amangels on July 16, 2024
I'm looking to compare the total number of companies contacted each month, over the last 6 months. Ideally, I would like to have a column chart that has a companies called column right next to companies emailed. So far, it seems like you can only st read more
0 upvote
2 Replies
Hall of Famer | Partner
July 17, 2024 01:36
Hi @amangels , Happy to help here. @amangels wrote: I would like to have a column chart that has a companies called column right ne...read more
GvanderWatt on July 16, 2024
Hey there, I'm curious to know if there's a way to view the marketing events a contact has registered for directly from the contact view, without needing to navigate to each event or generate a separate report.
0 upvote
1 Reply
Contributor
July 17, 2024 00:59
Hi @GvanderWatt , We can achieve this by creating a custom property and a workflow. Create a contact property called "Event (name) Registered" and...read more
MHermansen on July 15, 2024
Hi, I'm new to reporting in Hubspot. So far, have discovered how to set up a report to display meetings and filter them by: - created by ID/user - meeting type - creation date But, I cannot seem to find out how can the results be linked to t read more
0 upvote
1 Reply
Hall of Famer | Partner
July 16, 2024 00:36
Hi @MHermansen , This one's a bit unintuitive. To get the link, you need to do the following. Create a single object report Choose Act...read more
cecilia-smart on July 15, 2024
I have two numbers that will be properties. These numbers will belong to a company. Let's say they are the number of people at a company, and the number of people at that company who quit. This information will be provided to me in the form of a s read more
0 upvote
1 Reply
Hall of Famer | Partner
July 16, 2024 00:20
Hi @cecilia-smart , Without the use of additional objects / records, this is currently not possible. HubSpot custom reports will always look a...read more
Solved
SamBoshier on July 15, 2024
I'm looking for some HubSpot help please..... I am reporting on response times to tickets and time in stage of support pipeline. I want to create a report that excludes weekends as this is currently skewing the data. I have contacted HubSpot help a read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 15, 2024 11:47
Hi @SamBoshier , This is indeed currently not possible. Any workarounds would involve custom code, the HubSpot API and require the help of a d...read more
SBencheikh on July 15, 2024
Hello, I hope my message finds you well. I have built a report to monitor the sales activity (calls and meetings) of my account managers. The idea is to use this report during the sales meeting every week to see the numer of visits (calls read more
0 upvote
2 Replies
Member
July 16, 2024 14:40
Hello, Thanks for your reply. Yes, indeed some internal members are contacts in HubSpot. Should I delete them ? Yes, salespeople are clicking to manua...read more
Solved
PPenev_1 on July 15, 2024
Hi HubSpot Enthusiasts, I am trying to figure out a way to capture and calculate the difference between the latest 2 value changes in the same property (screenshot below). I'm trying to store the second to last change in an additional proper read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 15, 2024 06:55
Hi @PPenev_1 , This requires one additional property and workflow in the workaround you've already explored. Let's assume your property ...read more
awestphal10 on July 12, 2024
When using the more advanced custom builder, the COMPARE BY tool is not as user friendly as it needs to be. The #1 thing we are always looking to measure is a YOY comparison on anything and everything. The fact that I can not simply measu read more
11 upvotes
1 Reply
Community Manager
July 15, 2024 04:42
Hi @awestphal10 , Thank you for reaching out to the Community! I'm sorry to hear about your experience regarding this. I would like to apologiz...read more
Solved
MCraig4 on July 12, 2024
Hi all, So I'm pulling my hair out on this one as we're tyring to get our team to move workflow from Excel into Hubspot. The end goal is to create a report/table that is just essentially three columns: company name last catch-up call ne read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 13, 2024 01:33
Hi @MCraig4 , Can you please share a screenshot of your report settings? In any case, it won't be possible to display the last catch-up ...read more
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