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Msong4u on February 04, 2023
Hi. I just took over the operation of Hubspot from another person. It is a mess. I need to quickly figure out which companies had a closed won deal in the last year. That way, I can bring up a report showing all the current clients and targ read more
0 upvote
2 Replies
February 05, 2023 07:33
Hello @Msong4u , So I suggest to create a custom report in just few steps, Choose objects deals, companies Add filter of 'deal stag...read more
JulietaOrtizK11 on February 03, 2023
Hey community! I'm trying to find a way to measure the sales hub impact vs mkt hub efforts , for that I thought a good way was to create a list to find every contact in HubSpot for which a sales hub user has logged Sales Hub email, phone or L read more
0 upvote
1 Reply
Hall of Famer | Partner
February 03, 2023 22:59
Hi @JulietaOrtizK11 , If this question is an attribution question (as in: are the marketing team and the salem pulling their weight), I would ...read more
eschriger510 on February 03, 2023
Hi, New post. Tried to see if I could find something related and couldn't so apoligies in advance if I'm repetetive. I'm trying to build out a pipeline table that displays details about last and next activity details related to a deal. I can s read more
0 upvote
1 Reply
Hall of Famer | Partner
February 03, 2023 23:08
Hi @eschriger510 , Unfortunately, this is not possible, at least not that I'm aware of. Reports across multiple objects (deals + activities) d...read more
SHinojosa3 on February 03, 2023
My team is trying to get a count of deals by the stage that they were created in. This doesn't seem to be possible with reporting, but the data is in HubSpot. I need to figure out how to extract that information. Ideally, it would be deals creat read more
0 upvote
1 Reply
February 03, 2023 11:41
Hello @SHinojosa3 , If you just want to know in which stage how many deals are sitting I think this will work I have prepatred a cus...read more
DOuriachi on February 02, 2023
Hi there Just went through a lot of previous topic about this and did not find a satisfactory answer...I've read this and this and this ... How would you go about creating a report or dashboard that clearly shows for each AE (weekly tra read more
0 upvote
1 Reply
Community Manager
February 03, 2023 11:43
Hi @DOuriachi , Thank you for reaching out to the Community and for including these details! I would like to tag in our subject matter e...read more
AWhiteley on February 02, 2023
Hey folks, I've created a custom report based on two custom behavioural events so I can track the conversion of one to another. The first is visits to a landing page and the second clicks to the CTA. This is working effectively, but now, I'd like read more
0 upvote
2 Replies
February 03, 2023 04:57
Hi, thanks for your response. Much appreciated. Unfortunately, we don't have Operations Hub Enterprise so I can't try the data set option. Ill have to...read more
ESvendsen on February 02, 2023
Is there a way to pull a report in hubspot of companies that have not responded to our emails in the past 12 or so months?
0 upvote
2 Replies
February 02, 2023 08:31
Thanks Karsten, you are always quick to respond. We are looking to see who we are emailing on the sales side and the message is not getting through. ...read more
jrtbv on February 02, 2023
Hey, As mentioned above I have two different pipelines. How to customize deal information properties for each individual pipeline? So the pipeline one (when pressing deal) will display XYZ property, and the pipeline two will display ABC propert read more
0 upvote
7 Replies
Hall of Famer | Partner
February 02, 2023 21:43
Hi @jrtbv , I empathize – keep in mind that I do not work for HubSpot, I help users in the community in my free time. I'm just passing on what...read more
OBeagley on February 01, 2023
Hello. I'm looking to create a report to show the number of SQLs that each BD rep has introduced to the pipeline in 2023. The problem I have is that as soon as the contact is moved onto the next stage of the funnel, they are no longer an SQL, and th read more
0 upvote
1 Reply
Hall of Famer | Partner
February 01, 2023 05:32
Hi @OBeagley , When contacts enter the SQL lifecycle stage, this date gets populated: This date stays populated even after the...read more
BespokeSS on January 31, 2023
Our team is wondering if there is a way to customize what is searchable in the search bar at the company level. We have "DBA" as a custom property. Our client's legal entity name is the "Company Name." Is it possible to search by a custom property? read more
1 upvote
3 Replies
Accepted Solution
Key Advisor | Platinum Partner
January 31, 2023 19:35
Hey @BespokeSS , thanks for reaching out! I believe this is possible, but only at the Enterprise subscription level . That product allows fo...read more
TStrang on January 31, 2023
I can send an individual report from a dashboard as an email however I want to be able to send it as a Microsoft teams notification. I want to automate this every hour not just a one off. Any ideas?
0 upvote
1 Reply
Community Manager
February 01, 2023 13:08
Hi @TStrang , Thank you for reaching out to the Community! I wanted to ask a few clarifying questions regarding your current Microsoft ...read more
DavidBrown on January 30, 2023
I'm looking to create a KPI report showing the count of deals created, the count of deals that entered a specific stage, and the count of deals won this week compared to last week. This default report shows the visual I'm looking to create. How do read more
1 upvote
1 Reply
Key Advisor | Platinum Partner
January 30, 2023 18:57
Hey @DavidBrown , thanks for reaching out! As far as I know, there sadly isn't a way to build reports in a template like the default one you s...read more
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