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

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

Hello, Can you advice me how can I create a report for calls with custom outcomes. With this outcomes:

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

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

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

Can we display reports generated in Tableau in HubSpot Dashboard?

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

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

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

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.

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