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
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
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
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
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
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
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
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
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
Hi @VKnott4 ,
There is a great place in HubSpot that compiles your overall email performance, including those metrics: https://knowledge.hubs...read more
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
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
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
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
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 here @BérangèreL . In my experience @IMilosevic , the "dashboard filter" is for the entire dashboard. If you want specific report fiters, you'd ...read more
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.
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