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Solved
AHanke on July 08, 2025
Hello all, we are looking for an app integration that can do a better job at creating and sharing reports. Here is our use case and limitations with HubSpot reporting: Current Flow: Our business has created Companies for each of our clients. read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
July 08, 2025 17:24
Hi @AHanke ! One simple approach is to use HubSpot’s own reporting and share results externally via email. You can create a custom report or ...read more
Solved
SmartListGhost on July 06, 2025
is there a way to create a calculation for a report? My team wants to show the total weighted amount of deals in a report. However the deals are split up into types via a custom property value. Let’s say Type A and Type B. The value of Type B de read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 06, 2025 23:52
Hi @SmartListGhost , Yes, there is a feature called formula fields. Currently in public beta, you can find it under Settings > Product upda...read more
Solved
LBaker73 on June 27, 2025
I'm creating a dashboard for our board that shows top level stats across the funnel. One of the reports I want to be able to show is marketing spend by month, then use this to calculate CAC and payback using won deals. The second piece is mo read more
0 upvote
1 Reply
Accepted solution
Guide | Gold Partner
June 27, 2025 17:46
Hi @LBaker73 , HubSpot doesn’t currently calculate CAC (Customer Acquisition Cost) directly in reports. To get that, you’ll need to do a bit of m...read more
Solved
PHA_iPadag on June 26, 2025
Good afternoon- Trying to figure out how to handle situations like this in HubSpot's reporting. It's becoming a recurrent issue so I'd like to learn what the fix might be for it. The report in the picture has a Secondary Product multi checkbox f read more
0 upvote
8 Replies
Accepted solution
Hall of Famer | Partner
June 27, 2025 00:21
Hi @PHA_iPadag , What's your ideal behavior in this report if you don't want all options to reflect with the value of 1? Should a second optio...read more
Solved
TLarson5 on June 25, 2025
Hi Eveyone - Another question for you all. I'm trying to create a "Contacts Created by Source" chart. I know you can do it out-of-the-box pretty easily. The challenge I'm faceing is that I need more granularity than by grouping at the Original Tra read more
Accepted solution
Not applicable
June 25, 2025 14:23
Hi @TLarson5 , Totally get what you’re trying to do, and yep, HubSpot’s reporting “group by” limitation is frustrating when you need that extra la...read more
Solved
KSarko on June 25, 2025
Hello, I'm currently working on figuring out the average open rates, click rates, and CTR for our engaged contacts by brand and region. To start, I made a list that takes contacts that are not in the unengaged contact list (right now we are usin read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
June 25, 2025 10:37
Hi @KSarko , It's hard to say without seeing the data sources you selected for this report – but from a first glance, yes, this looks correct....read more
Solved
TLarson5 on June 24, 2025
Hey everyone, I am struggling with getting Campaign Attribution>Contact Create to populate for my webinars. I use Wistia's live events plaftorm for my webinars and I'm stumped. I create the campaign, add the Marketing Event, Static List, read more
Accepted solution
Guide | Gold Partner
June 25, 2025 01:17
Hi @TLarson5 , Attribution issues like this are common when using third-party webinar tools like Wistia Live. Here’s a quick checklist to help: ...read more
Jamaltonu on June 24, 2025
I see on dashboard KPI value. But when I pull data on power BI, I do not see any column name "KPI Value" in deal table. What is the original source of KPI value? Thanks in advance
0 upvote
1 Reply
Hall of Famer | Partner
June 25, 2025 02:17
Hi @Jamaltonu , Could you please provide a bit more detail? Which dashboard exactly are you referring to, which "KPI value"? Could you share a...read more
Solved
CSteinbach on June 23, 2025
I’m trying to track form submissions from HubSpot pop-up forms that are embedded on my site inside iframes. Because the forms live inside iframes, standard GTM Form Submission triggers don’t fire, and I can’t access the iframe DOM due to cross-origi read more
0 upvote
3 Replies
Accepted solution
Member
June 28, 2025 11:09
I’ve run into this exact issue with HubSpot pop-up forms inside iframes, and yeah, tracking them in GTM is tricky because of the cross-origin limitat...read more
Solved
JVermunt on June 23, 2025
Unfortunately the funnel reports on some platforms are completely unusable after changing the lifecycle stage structure, due to constraints on the "Date entered ... " property where you are not able to reset the value (as mentioned in https://commu read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 23, 2025 12:31
Hi @JVermunt , You can always set intermediary stages as optional, which will result in a usable report. This requires a Professional or Enter...read more
Solved
NGonzales on June 23, 2025
My team has been trying to get our website traffic tracking to work for a while, with limited success. It logs some traffic, but shows no new users, no page views, and as a whole traffic is significantly lower than reported in GA. read more
1 upvote
6 Replies
Accepted solution
Top Contributor | Platinum Partner
July 02, 2025 06:57
Hi @NGonzales , Even if your cookie settings say "enabled by default," HubSpot might still wait for explicit consent before it starts tracking e...read more
AOTANI on June 18, 2025
hi there any way to have GTM tag firing when meeting is actually booked with Round Robin (round robin submit timing)? I have a "Book a demo" page on my website that has Round Robin integrated directly in the page in a frame. I want to track read more
0 upvote
2 Replies
Community Manager
June 27, 2025 12:32
Hi @AOTANI , I'm checking in on your question from a few days ago to see if you've found a solution. If you have, we'd be incredibly gratefu...read more
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