I am looking for a way to exclude dates with zero deals (weekends) from my reporting. Is there a way to do this? I need data from today, so using reports with filters of "this week" doesn't work as it excludes today.

We are trying to figure out how to correctly find the correct source of created deals and automate this process. The goal is that when a new deal is created, we automatically get the source of the deal. Example: Deal name: Company Name 2025 read more

Hi, I'm trying to create a report to attribute deals we closed / amount closed from companies who had a contact at one of our events? One of the problems is the event data is stored at the contact level and the deal data is stored at the company read more

Hello HubSpot Community, I have successfully set up a workflow to export deal information into Google Sheets. While the workflow operates as intended, I've encountered a challenge with the export format of specific metrics—specifically, 'pipelin read more

Is there a way to customize / clone the standard quota reports so I can show the amount not in the Company currency? Our company operates in 2 currencies (US is the Company currency) and I want to give the rep a way to see their total deals in Ca read more

Hello! I am trying to create reports on our KPI´s, but I have some issues regarding Lifecycle stages. Our Sales pipeline is the determining factor for the Lifecyckle stages, but I cannot figure out how to change the Lifecycle stages to fit read more

What ways have folks used to classify leads as Inbound or Outbound, and in turn, have you built any workflows to attribute deals to Inbound or Outbound activity? Is there a way to do this out of the box, or has anyone built anything that accomplishe read more

When creating a custom report using deals, I want to see campaign attribution. Does the report look at all contacts associated with the company in HS and develop the report based on all their attribution? Or does it associated a single contact read more

Some background: I work for a hard money lender, and we are looking to track the # of paid off loans to the # of tickets submitted for payoffs. Ideally keeping the report simple similar to this example data I made up. What I've tried so far read more

Hi everyone, I have a report that shows us the total deal amount in each stage of our sales process, broken down by sales rep. I've built 2 other reports to show us the cumulative revenue over time of certain products (sponsorship and non-spons read more

Hi Eveyone, I was trying to find the number of tickets that have an associated deal attached to it (essencially serves as a KPI for my company's support team via monthy and quarterly periods). I used the following method for reporting: Data read more

Hey everyone, I'm fairly new to the Operations side of a business (actually just got this task thrown on me this morning) and was wondering if anyone might be able to help me make sense of the back end of Hubspot's Analytics/Reporting features. read more