I've set up the "share via slack" automation to share a dashboard report weekly on Mondays. AEs receive a reminder a few hours before to update the report. We've made sure to refresh the report several times after being updated, before the automatio read more

I'm trying to create a report to show the average time it takes to close won deals over three different pipelines. I've had a play around and i'm sure there is a simple answer but struggling to find it!

Hi, My customer wants a report that shows him the amount of deals at each stage per month. Rows are the deal stages, and the columns are the number of deals, per month. Any idea how this can be done?

I am really hoping someone else has figured this out. I know Hubspot likes a week to be Monday-Sunday. But some aspects of reporting seems to like Sunday-Saturday. I am creating a combination report that shows tickets created daily, grouped by read more

Hello, I'm wanting to track the number of sales activities (tasks, calls, emails) sent specifically to only company records done by our managers. I can't figure out a way to exclude sales activities to contact records. my data sources are on read more

Dear community, I've created a historical snapshot report that breakdown by deal stages. But, it doesn't show 2 specific stages (Deal Lost, Deal Closed) despite they are all under the same pipeline. Any help would be appreciated. Thank you read more

Hallo zusammen, ich benötige für einen Bericht einen Datumsfilter der mir die Datensätze (in diesem Fall Meetings) in der übernächsten Woche ausgibt. Hat hier jemand eine Idee dazu? Beispiel: Diese Woche würde mir dann die aufsummierten Ter read more

I am trying to create a table report based on the following: The deal is in "Closed Won", it shows the MRC by month for this calendar year and adds the MRC in the month that it was closed. IE deal 1 closes in Jan - so it have MRC values from Jan t read more

I need to create a report that shows me all the contacts who do not have a specific Deal (Deal Name = Deal 1), but have one or more specific Deals (Deal Name = Deal 2 or Deal 3 or Deal 4). I have tried to do it in several ways, but without success. read more

I am in need of a report for companies (Type: Dealer) that shows a list of the associated companies with a specific association label (Label: National Account to Dealer). For example: I need the report to show that Dealer A (Company) is associa read more

Hi There I currently use the lead and deal funnel for customer outreach flow, however the stages are not nessacarily sequential. ie I have a stage "Stagnant" but a lead might not move through that stage if they go from connected to a deal. read more

We are trying to create a meetings booked report where the goal is a sloping trend line that increases as the quarter goes on. There is a template report for meetings booked vs goal but when I use this it only takes the goal from the previous fi read more