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Reporting & Analytics

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JGrayson6 on March 10, 2026
Hello, I'm trying to create a custom formula based on recent form conversion. I'd like the formula to count any form with "ent |" in the title while also excluding any form with "phd" in the title. I've come up with this formula but the "and not" se read more
0 upvote
1 Reply
Hall of Famer | Partner
March 10, 2026 12:08
Hi @JGrayson6 , Could you please first confirm where exactly in HubSpot you're entering this? Is this a custom report builder formula field, w...read more
Solved
SSnoei on March 09, 2026
I would like to be able to report on how contacts move from one lifecycle stage to another within a marketing Campaign. In other words: a lifecycle stage funnel within a Marketing Campaign. For example: I would like to report on how many contact read more
0 upvote
1 Reply
Accepted solution
Guide | Elite Partner
March 09, 2026 14:41
Hi @SSnoei , I have reached out to my team to see if they have any other suggestions, but I did find this post that is very similar that has...read more
wwagnerOnePlan on March 06, 2026
I am trying to do a very simple stage conversion from Lead/MQL/SQL - 3 basic items for those contact that were creaed in 2026 and entered the lead date in 2026. In the Contact View, I can apply filters that get me 9,733 and when I enter that into read more
1 upvote
1 Reply
Community Manager
March 06, 2026 19:47
Hey @wwagnerOnePlan ! Thanks so much for coming back to confirm what the issue was and how you resolved it! Shane, Senior Community Moderator
Solved
Deep_Kwatra on March 04, 2026
We currently have 50K contacts whose Original Traffic Source is marked as Offline Sources . However, some of these contacts later converted and closed deals through Email Marketing efforts. I would like to understand how many Leads, SQ read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
March 04, 2026 05:01
Hi @Deep_Kwatra , You could check if the Latest traffic source has ever been Email marketing - and create a segment to filter for these contac...read more
Solved
tylerdeion on March 03, 2026
HOW ON EARTH do you people use campaigns in HubSpot?! Like honestly?!?!?! We’re trying to get real attribution for conferences (pipeline/rev) and I think we’ve got the “data plumbing” mostly figured out: Custom object = Conferences read more
2 upvotes
2 Replies
Accepted solution
Most Valuable Member | Platinum Partner
March 04, 2026 10:19
Heya @tylerdeion . I don't have an easy answer, as it's been different every place I've been andwith each client. However, I did just see this from...read more
Solved
Schristian7 on February 26, 2026
My team and I have been running digital ads through publications and social platforms. While reviewing reports from multiple sources vs Hubspot's, we've noticed that the reporting we recieve in Hubspot's campaign manager regarding tracking URLs is i read more
1 upvote
6 Replies
Accepted solution
Recognized Expert | Diamond Partner
February 27, 2026 10:51
Hi @Schristian7 , The tracking URL allows you to add UTM paremters to it which would be ideal as it will allow you to better track and organize the...read more
Solved
JSchlick on February 26, 2026
Hi everyone, I am trying to break down our reporting more granular. We have a target number for each region per month, i.e. we want 50 MQLs in France in January, in febuary it should be 55 etc. Has anyone found a way to compare the actual MQL read more
Accepted solution
Hall of Famer | Partner
February 26, 2026 05:02
Hi @JSchlick , How many regions do you have? I would solve this with one report per region, probably, and either a goal line within a report o...read more
Solved
JSchlick on February 25, 2026
Hi everyone, we are refining our reporting and wanted to set MQL goals per week per regions. For this I used the tempate " Number of contacts in a lifecycle stage ". While the creation works fine, I can search for the goal and the goal also gets s read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 25, 2026 07:05
Hi @JSchlick , Your second screenshot shows that there is a filter applied. Can you confirm that you clicked "Clear all"? If so, and if you st...read more
Solved
NHgtm on February 24, 2026
Can the list of website visitors in the Website visits app be exported? How are folks using this app - if you can't export, can it be pushed to a LinkedIn audience?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 25, 2026 01:54
Hello @NHgtm , Yes, see here 🙂 https://knowledge.hubspot.com/ads/create-ads-audiences-in-hubspot#website-visitors-audience Best reg...read more
Solved
VSlim on February 24, 2026
For a while now, I've been updating our dashboards and reports. I'm used to the old layout, and now the settings are changing in the reporting builder. We have a lot of table overviews on incoming leads by months with the assigned lead status. Unfor read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 24, 2026 03:51
Hi @VSlim , I think you'll get closer to your desired outcome with a pivot table: Simply replace lifecycle stage with your lea...read more
Solved
BSardella on February 23, 2026
Hello, I am using LocaliQ to integrate some of my leads and am having difficulty reporting on the data that shows up in my contacts. Does anyone have experience with this that can help?
1 upvote
3 Replies
Accepted solution
Key Advisor
February 26, 2026 10:40
Hey @BSardella , the reporting headache with LocaliQ leads is usually about how the contacts get tagged when they land in HubSpot. Since LocaliQ do...read more
Solved
CAltindas on February 23, 2026
Hallo zusammen, ich habe eine Frage zum Thema E-Mail-Reporting in HubSpot. Wenn E-Mails aus HubSpot heraus geschrieben und an Deals oder ein Custom Object (z. B. Anfragen) verknüpft werden: Ist es möglich, über ein Reporting auszuwerten, wie v read more
0 upvote
4 Replies
Accepted solution
Member
February 23, 2026 06:57
You can definitely pull this in the custom report builder. Just use "Activities" as the primary data source and filter by the association to Deals o...read more
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