Hi everyone, New to this community but have been working very closely with Hubspot users over the last few months. We help improve sales forecasting and pipeline management by giving businesses real-time visibility into what's really going on read more
Hi community, We're new to Hubspot, but liking everything so far! I am trying to have a dashboard for Board reporting, but I am a little lost on where to start with this one. What I need is: X axis - all our pipelines Y axis: Annual Target read more
Hi, I am wanting to create a report that will count the number of sales activities to get to closed won (can be all and I will also then break them down). Happy to create a field to put these in as in our company we continue to add sales activitie read more
Hi all, Hope you can help. We want to create a report where the Account Executives are shown on the x-axis, the number of deals on the y-axis, and the custom field 'BDR' (which represents the name of the business development rep who was involved read more
Hello, I'd like to create a report that calculates the average time in stage of deals - regardless if they are alive or dead. I do not believe the default report that hubspot offers suffices my request. Also, it'd be great to vizualize this in a read more
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
We sell our customers a product one time and it is not a recurring revenue. Does hubspot has a property that can be added to a deal for these one time sales and can these be included as part of revnue tracking?
Hey HS community! I'm struggling to create a report and was wondering if anyone has attempted to do something similar. I would like to create a linear graph based report that would show pipeline revenue on a monthly basis for each salesperso read more