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spatrizi-cv on May 26, 2023
The weighted amount in the deal pipeline is based on whatever probability % is set in settings for the deal stage, even if you manually change the probability in the deal record. Example: - Deal Stage "Appointment Scheduled" defaults to 20% prob read more
0 upvote
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KThompsonOH on May 26, 2023
I need to create a report consisting of all contacts created within the last 2 years (always rolling). I see that the farthest back it can be filtered by is the last 365 days. Is there anyway to change this to allow for filtering by custom number o read more
0 upvote
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YTrifonov on May 26, 2023
Hello, Can you advice me how can I create a report for calls with custom outcomes. With this outcomes:
1 upvote
1 Reply
Recognized Expert | Platinum Partner
May 26, 2023 08:47
Hey @YTrifonov , thanks for reaching out! Check out this similar thread with step-by-step instructions for creating this report from @karst...read more
McBainKD on May 25, 2023
Hey everyone, I'm looking to build out a report that: Captures the time between a specific form submission and the time that it takes for a Sales team member to contact that person only after that specific form submission (and not capturing read more
Contributor | Elite Partner
May 26, 2023 05:41
@McBainKD - Could this be workflow with: the form submission as the enrollment triggerand a step to stamp the date into a custom 'Submitted...read more
TAdy on May 25, 2023
Hi, I want to create a report that I can put on a dashboard that show's a list of accounts and the total number of days the current rep has owned the account. The idea being that after a certain number of days, they should should the account. read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
May 25, 2023 08:13
Hi @TAdy , I think creating the Today's date and setting that and then calculating is your best option. This workflow is pretty easy to creat...read more
WHawkins3 on May 24, 2023
I have a requirement to product some reporting to senior management based on customer call logs and I wanted to see if the following customizations (or similar) could be created. Export - Data Breaks by Row 1. Can the delimiters or field typ read more
0 upvote
1 Reply
Contributor | Elite Partner
May 24, 2023 15:47
@WHawkins3 - Are you able to share how your database is set up to capture fleet and aircraft information? Deals & line items The idea of h...read more
PBarik on May 24, 2023
Can we display reports generated in Tableau in HubSpot Dashboard?
0 upvote
1 Reply
Top Contributor | Diamond Partner
May 24, 2023 12:34
HI @PBarik , If you're able to a URL or embed code for your Tableau report, you can add it to your dashboard by clicking: Actions > Add Ex...read more
franksteiner79 on May 24, 2023
Hi Community Gang I don't know if is wishful thinking on my part or does anyone know if there are plans to expand the funnel reporting feature beyond lifecycle stages and deal stages? I have this nagging feeling I heard or read about custom fu read more
4 Replies
Accepted Solution
Recognized Expert | Platinum Partner
May 24, 2023 08:44
Hey @franksteiner79 , I'm with you and @dsecareanu — I believe you need custom date stamp properties and workflows to track progression for non-ou...read more
HWalkerDat on May 23, 2023
It's currently possible to show a column in a report on Next Activity Date but this also shows tasks. I want to be able to see the Next Meeting Date so I can see if each client has a meeting booked or not (and when). Is there a way to achieve this? read more
0 upvote
2 Replies
Contributor | Elite Partner
May 24, 2023 07:46
@HWalkerDat - There is a HubSpot standard company property called 'Last Booked Meeting Date' which you would be able to use in multi-object repor...read more
EmilyHamilton on May 23, 2023
Good Morning! I have a sales team performance dashboard in my system. This is a series of reports for each one of my sales reps. Currently, these are the report filters: Deal Stage = Won, Lost Date Property = Last Modified Date Date Range read more
0 upvote
1 Reply
Community Manager
May 24, 2023 06:05
Hi @EmilyHamilton , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have a...read more
jrtbv on May 23, 2023
Hello, Is there a chance to "force" Hubspot to show only "Annual recurring revenue" value instead of both it and an "Amount"? I want the dashboard, pipeline deal cards, and exported view to display only ARR.
1 upvote
1 Reply
Accepted Solution
Thought Leader | Elite Partner
May 23, 2023 08:42
Hi @jrtbv . I poked around a bit to see if I could help. What I found is that HubSpot doesn't have a built-in option to force the display of only th...read more
HWalkerDat on May 23, 2023
Hey, is there a way to set up a dynamic filter so that I can only show deals where the deal owner is not the same as the company owner? V important for us to ensure we stay on top of renewals
1 upvote
1 Reply
Most Valuable Member | Diamond Partner
May 23, 2023 07:06
Hi @HWalkerDat It looks to me like this is not possible easily/natively in HubSpot yet. Values of proporties cannot be compared in view filt...read more
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