Does anyone have any advice on how to use the Qwilr proposal widget? It is setup, and functioning in Qwilr, but the widget is not visible on my Hubspot customer profile on the right side taskbar where the documentation indicates it should be.

I am attempting to create what I think is a basic report but struggling to build it. I would love somw pointers on how to do create the report: BACKGROUND: I recieve orders from my Shopify store (connected to Hubspot) I also recieve payment read more

Hi All, My organization has started using HubSpot as our primary tool for tracking business development activity across the firm. We've got some great dashboards produced for tracking the numbers, but one of the areas our leadership also wants t read more

Hello! I am searching for help with a reporting issue we are having. We are trying to track contacts through every point in the lifecycles (ours is: MQL, SQL, Opportunity, Customer). But we are finding that HubSpot is not tracking those stages c read more

I am trying to analyze which channels form my sales funnel that generates mot sales. For ex see picture below, the left pie shows the generated contacts based on source (google, email etc) the source is a specific contact property. The left pie sh read more

I wanted to set benchmark value or the range minimum to maximum value in which the KPIs plotted in the chart can be. Basically, I wanted to see whether the KPI visualized in the chart is in the benchmark or limit. I wanted to show benchmark read more

My org has a business model which incentivizes our customer care agents to persuade customers calling to cancel their service to avoid cancelling their subscription. For every customer the agent is able to prevent from cancelling, that call is consi read more

I have a question about the sales report. 1. What logic does HubSpot use to calculate the weighted amount? 2. The deal success rate and amount can be changed by the salesperson. For example, if a deal with a 90% success rate in August is los read more

Hey! I have run into this a few times, this is the first time asking about it. I am trying to run a report on how many deals have two types of line items on them. For example line item 1 is one product and like item 2 is a different product. read more

Hello! i want to do a deal conversion report but the issue is that 3 months ago i added an initial stage to my pipeline, how can i make a report of all my data? because when i try to use the deal conversion hubspot report, it asks me to mark my "fir read more

Hi all! I'm trying to set up a report that allows me to see which deals have future meetings and which don't. So far I've set up a custom property "Future Meeting" to sit on the deal and has drop down options of yes or no. I've then set up workfl read more

Hoping someone can help me with a goal reporting issue. Very simply I want a line chart which is cummulative and shows the cummunlative goal for revenue, and the cummulative forecast for revenue. I have entered all of the revenue goals but the read more