Dashboards & Reporting

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RDolberg on December 10, 2023
Hi, I'm new to HubSpot, I was wondering if HubSpot has a feature similar to SFDC where you can create one home page dashboard of Reports that changes according to a user's permission set and Regional assignment aka Dynamic Report. For read more
0 upvote
1 Reply
December 10, 2023 11:30
Hi @RDolberg ! Nice to e-meet you. The above is not possible within HubSpot right now; recommend that you post this wthin the ideas forum . Th...read more
CHaniger on December 08, 2023
Hello! We are setting up our HubSpot SalesHub and we started dividing up into different pipelines - 3 total. We have also created various deal types. We still want at least 1 or 2 more levels of reporting and were thinking of utilizing the product t read more
0 upvote
1 Reply
December 09, 2023 10:51
Hi CHaniger , As long as you have access to the custom report builder , all these reports are easily achievable. Using the report builder, ...read more
RHarrah on December 08, 2023
I am trying to create a report that will show me the % of deals with a discount. I can get distinc number of deals with a discount and count of deals. I now want it to show me a percentage.
0 upvote
1 Reply
Community Manager
December 08, 2023 16:59
Hello @RHarrah , thank you for posting in our Community! I want to share this knowledge with more information about: Create reports with...read more
NFoglia on December 08, 2023
Hi there, Whenever I select the hubspot logo at the top left, it goes to the correct page but it has some advanced filteres that I havce to clear to view what I am used to viewing. Is there a way to disable these filters?
0 upvote
2 Replies
Thought Leader | Diamond Partner
December 09, 2023 17:20
Hi @NFoglia the HubSpot logo will go to your preferred default page ( set it here ) and when you have it set to a ticket view, it will use the defa...read more
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
5 Replies
Accepted Solution
Key Advisor | Partner
December 08, 2023 14:08
The simplest way I can think of to do this would be to use a custom deal property. Something like a dropdown or a checkbox that just says "meeting bo...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
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