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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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. Leer más

I want to track how many deals hit each stage in the last month. What is best practice, filter by "created date" or "last activity"? Each time I run it the numbers are obviously different, but what is best practice in sales? Also, for quarterly Leer más

Hi there, I am struggling to find a solution for counting repeat transactions of a customer. We are not a subscription based business and one transaction is counted when a deal has moved in the closed-won stage. We have two transactional pipelines f Leer más

Hopefully an easy one - I'm new to Hubspot. I am trying to create a deal view / export, and want to include a custom field I have added to the company page. But I cannot see how to add Company properties to a Deals view. Any help would be mu Leer más