Hello, I would like to create a report that gives me the list of all the companies for whom we worked in the past (so we have a won opportunities) and with which we didn't have a contact in the last 12 months. Example : I was working with Leia mais

I've hit a roadblock building out reporting on our new sales targets I've set up using HubSpot goals. I've used goal-based reports for our VP Sale's dash which he loves but I'm now working on a view for our regional sales managers because: Y Leia mais

Hello, I need to report on how many days a deal is in the pipeline. Is there a field already created to report on that? Or can someone give me a simple formula? I would need "todays date"-Create Date but can't figure out how to do that. Any help a Leia mais

I have the lifecycle stages defined as below But when I create a report by lifecycle stage, it is missing few stages Could you help on how to configure all stages in my report? Hiran

Hi All, I’ve connected Google Ads to HubSpot, and as part of the integration, several custom events have been synced into HubSpot. However, I’m struggling to find a way to generate reports on these events within HubSpot. Does anyone have recomme Leia mais

Hey folks. I have a very long pipeline with many deal stages. And we need a report in our dashboard for the conversion rate between three deal stages ("first contact", "offer sent", "deal closed"). For certain reasons, not all deals go through ALL Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais