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karenkaz on December 06, 2024
I've created a series of dashboards for a stakeholder with reports that track the size of active lists. (In this case, the list count going down in size is a good thing as it tracks the number of unpaid members/subscriptions who are due for renewal. read more
Top Contributor | Platinum Partner
December 07, 2024 06:16
Hey @karenkaz Would switching to "This xxxx So Far" help? (Quarter/Year) It wouldn't attempt to pull in non-existent data. Or a...read more
Solved
HHeagerty on December 04, 2024
We've been having issues with inaccurate Hubspot reports due to deals skipping stages, causing any deal that has skipped a stage to not be reflected in closed won or lost reports. I have setup pipeline rules to prevent sales reps skipping stages but read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
December 04, 2024 06:39
Hi @HHeagerty , Closed won or lost reports should not necessarily be affected by skipped stages. Can you share more details / screenshots of t...read more
Solved
Arisride on November 27, 2024
Hello, I have a report (bar chart) in my dashboard that counts the number of forms filled per month. When I click the last bar on the chart for this month to have details (nov. 2024), it shows more forms filled than on the report. Basically it d read more
0 upvote
1 Reply
Accepted solution
Key Advisor
November 27, 2024 08:18
Without seeing the report setup it is difficult to say exactly what is happening. It could be that the dashboard and/or report has not refreshed but ...read more
Solved
aesmartin on November 19, 2024
Can someone shed some light for me. I am trying to create a report that generates a list of everyone that has interacted with my campaign. Whether it is from an ad, social paid/organic, anything... I'd like to see if there is a way to create that li read more
Accepted solution
Member
November 19, 2024 11:46
Hi @aesmartin , You don't necessarily need to create a report. Here is an article about pulling the list based on ad engagements. Addition...read more
Solved
Raghavendra on November 19, 2024
I need to create a report in HubSpot showing how many times a contact has been reached out to across emails, calls, and scheduled meetings ,
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 19, 2024 02:05
Hi @Raghavendra , HubSpot automatically maintains this property: Number of times contacted: the total number of logged sales activit...read more
AMarsden4 on November 14, 2024
We're using the HubSpot integration for GTM and GA4. We also have HubSpot cookie banners, one of which is an opt-in banner that will only place cookies when users explicity accept cookies. I found this article: https://knowledge.hubspot.com/re read more
Member
November 15, 2024 13:02
Hey Pam, Thanks for the clarification. Is there any way to get around this? It feels like this kind of negates the usefulness of the "Sessions" coun...read more
Solved
VKnott4 on October 30, 2024
Hi, I am having trouble creating a dashboard for Email Marketing metrics (Click rate, open rate, bounces, subsribes, unsubscribes, engagement rate for all emails, engagement ratefor specifi emails). The reports I have created, Im not sure if I c read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 30, 2024 17:32
Hi @VKnott4 , There is a great place in HubSpot that compiles your overall email performance, including those metrics: https://knowledge.hubs...read more
Solved
EChen1 on October 17, 2024
Hello guys, Is there a way to calculate the custom property below in HubSpot? Conversion Rate: SUM([DEAL.hs_closed_won_count])/COUNT([CONTACT.lead]) *DEAL.hs_closed_won_count: equals to 1 when there is a closed won deal. My team is cu read more
Accepted solution
Key Advisor | Elite Partner
October 17, 2024 20:44
Hi @kennedyp thanks for the tag! Hi @EChen1 , How I’ve approached this in the past (but I had ops hub enterprise) you can try this w...read more
Solved
LK8 on October 03, 2024
Hi everyone, Just looking for advice re: creating dashboards in hubspot. The company I work for has one main site connected to hubspot via GTM. They also have several microsites with different domains. Is it possible to use the track read more
0 upvote
4 Replies
Accepted solution
Recognized Expert | Gold Partner
October 03, 2024 23:21
Hi @LK8 We have a client in New Zealand that runs different property developments, with separate websites and domains, all from the same Hub...read more
Solved
Ben_356 on October 01, 2024
Hey HubSpot Community, I am trying to create a report that shows those contacts who've become Marketing Qualified Leads after about 30 days after they've had an engagement with any one of our marketing emails. The properties that we are considering read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Elite Partner
October 01, 2024 09:21
Hi @Ben_356 would a list combining the criteria below and the lifecyclestage work? You can also maybe play around with the "has bee...read more
Solved
IMilosevic on April 10, 2024
Hi community, I need your help. I am creating a dashboard with five reports. I want to add advanced filters (quick filters) to it, but I only want these filters to affect four out of the five reports. Is this possible? I would really appreciate read more
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Elite Partner
April 12, 2024 15:14
+1 here @BérangèreL . In my experience @IMilosevic , the "dashboard filter" is for the entire dashboard. If you want specific report fiters, you'd ...read more
Solved
HBatt0 on January 09, 2024
Hello, I would like to create a report in which I can always see how many leads/contacts have been generated by my Meta Ads in the last 7 days. I'm a bit overwhelmed with the HubSpot reports. Thank you very much.
0 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
January 09, 2024 11:24
Hey @HBatt0 you should be able to find this within the sources reporting in HubSpot. Your source would be "paid social" and clicking into this shou...read more
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