Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
KRyder on May 22, 2025
App homescreen, where "marketing reports" is, used to be "upcoming schedule" how do i get that back?! Yes my calendar is synced and no i havn't changed any settings 😞
0 upvote
1 Reply
Hall of Famer | Partner
May 23, 2025 00:22
Hi @KRyder , Could you answer the following questions? Which version of the HubSpot app are you on? Which HubSpot subscription are you o...read more
GLadd on May 22, 2025
I would appreciate some help to clarify how to properly "tag" deals for the new (Beta) "Reports>Analytics suites > Forecast & revenue > Revenue" feature. I followed the YouTube video "Track Your Recurring Revenue With HubSpo read more
0 upvote
2 Replies
Recognized Expert | Diamond Partner
May 22, 2025 15:58
Hi @GLadd , You're thinking about this the right way, and I agree—what you're describing does feel counterintuitive at first. In the For...read more
KRyder on May 22, 2025
On my app it used to say "upcoming meetings" and I could press "view all", this would let me see a weekly view of my calender/meetings, this has gone now and been replaced with "marketing reports", how do i get mt calendar back, i cant find it anywh read more
0 upvote
7 Replies
Hall of Famer | Partner
May 23, 2025 00:24
Hi @KRyder , Could you answer the following questions? Which version of the HubSpot app are you on? Which HubSpot subscription are you o...read more
Solved
IWolinski on May 22, 2025
Hello, I'm trying to set up the Deal Stage Funnel report created by HubSpot. I want to determine what my deal stage probabilities are. I understand that the report only works if the deals have moved consecutively through all stages, which usuall read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
May 22, 2025 15:16
@IWolinski thank you for sharing, this confirms what I thought. The settings we need are behind that locked "Customize" button. What you're trying ...read more
Solved
LeslieVoi on May 22, 2025
Hello, On my mobile I can see who clicked on my meeting link but did not create a meeting, I would like a report or list of those in a sequence that have done the same thing. Clicked - Meeting Link - meeting created (False) but I cannot find read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 22, 2025 08:56
Hi @LeslieVoi , One way to do this would be through contact lists: https://knowledge.hubspot.com/lists/create-active-or-static-lists Cre...read more
Her on May 21, 2025
How can I make a funnel that also accounts for deals that skipped a few stages in the process and not just deals that actually went from each stage to the next? For example, the funnel I currently use accurately accounts for deals that went from read more
0 upvote
3 Replies
Recognized Expert
May 21, 2025 04:35
Hi @Her Adding a screenshot or two of what you are seeing and where you are in the system would be super helpful! Here is what I am se...read more
Solved
RMcMinn on May 19, 2025
Hi all, I'm having trouble creating a report that shows my reps' meetings completed per month vs deals sold. Essentially, I want to understand my reps' meeting conversion rates. Any assistance would be helpful! Thank you
0 upvote
1 Reply
Accepted solution
Top Contributor
May 19, 2025 21:13
Hi, @RMcMinn Do you run Sales Hub Enterprise or just Pro? I am infering Pro for now; if you confirm Enterprise you get a faster Journey report...read more
GBarnett on May 19, 2025
I had created a custom pipeline snapshot report to track week over week weighted revenue and deal # growth and retraction. As of last Friday, these reports suddenly displayed different information and visualizations. Anyone else having issues like t read more
0 upvote
1 Reply
Community Manager
May 20, 2025 07:50
Hi @GBarnett , I hope that you are well! Thanks for reaching out to the HubSpot Community! I see that you opened a ticket with our Support Team....read more
Solved
Lauren3 on May 19, 2025
Hi all, We’re trying to build a custom report that shows two associated contacts — one who introduced the other — alongside their lifecycle stages . This is for tracking word-of-mouth introductions, where one person recommends our service to read more
0 upvote
2 Replies
Accepted solution
Top Contributor
May 20, 2025 07:49
@Lauren3 1. To get people like Lauren, I would create an active contact list with a filter on the Recommended by property: is known. That'...read more
PMenkar1 on May 19, 2025
Hi, Looking for a way to create a report, where meeting booked resulted in a deal creation. As an example if we have 30 meeting booked for a given month, 5 deal were created from it. How to create a report for this? I saw other posts but they fo read more
0 upvote
4 Replies
Top Contributor | Platinum Partner
May 20, 2025 10:08
Hey @PMenkar1 , here's one way to achieve this. I'm also assuming that you are using the meeting tools to handling all bookings AND the deals are cr...read more
Solved
NeerajNigam26 on May 19, 2025
Hi, One of my customer facing a strange issue. He can access the dashboard and report under the dashboard but dashboard name is not visible to him. Refer to the attached snap and let us know your tought why it's happening.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 19, 2025 07:00
Hi @NeerajNigam26 , Have they made sure of the following? Use the latest version of a supported browser: https://knowledge.hubspot.com/ac...read more
Solved
PPicard on May 16, 2025
I would like to see a way to breakdown connect rate % by rep. # of leads vs # of leads connected with Seems super basic... and I created a connected field - yes or no, but can't figure out how to turn this into a percentage on reports.
0 upvote
2 Replies
Accepted solution
Contributor
May 21, 2025 16:35
It does seem like it should be easier to build a simple connect rate % by rep directly in HubSpot. While you can create a custom property (which you’...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.