Sales Hub Tools

Hi all My users have issue when they do multiple edits in forecast report. They get message that some of the edits weren't saved. I have checked that users has all access to these fields etc. This is problem that we are facing for a while. B read more

We are a HubSpot App partner, offering an advanced sales reporting tool embedded in HubSpot. Called Dear Lucy 🧡 We are now thinking of adding support for custom object reporting, so my question would be - do you have a need to report on custom obj read more

Our sales team is using 2 separate pipelines: (1) The built-in Leads Pipeline in Hubspot, and (2) a Deal Pipeline with custom stage gates that we put together. For the "Leads Pipeline", is there a way to see a consolidated view of the entire Sal read more

Hey, I would like to create 2 reports that shows Total Amount Earned by Closed deals over time and the other one is the development of the deals over time by deal phases. But, I couldn't create them using the custome reports. Thank you for the h read more

Our team is very interested in focusing on Personalization in Sequences this quarter, as we start to look at outbound prospecting. Our sequences have a section with a placeholder, in which the team should be adding personalization. Can I report on read more

Hi guys, I have a report to do. A Deal owner is linked to a deal, and a seperate custom field was added, second sales person (this is used as some deals are linked to the corporate sales team and they get part of the commutions) Sometimes Sales read more

Hi all, I'm trying to report on recurring revenue with a "billing start date" and "billing frequency" that should be the end of the billing date. I did manage to create a report for this, but the issue is that even though I set the billing f read more

Is there any way to look-up or find where a particular SKU / Product has been quoted out in past?

Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w read more

Hello community, I would like to create a sales target report based on a metric but not revenue. We're using sales hub starter but what could be the best practice to create a report that salespeople follow.

Hi, I'm just wondering if anyone else has any better ideas for this. My client has one section of their business that is for Sponsorship Sales, and they'll be creating each sponsorship package as a product/line item in HubSpot. They have a set read more

I work with a private school that has 5 campuses and 5 admissions directors. I'm planning on using the "Create scheduling page" option to create a meeting (campus tour) sign up for that integrates with each admissions director's calendar. I'm trying read more