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Tips, Tricks & Best Practices

Pesquise soluções em Tips, Tricks & Best Practices ou faça uma pergunta

Stacks42 on Novembro 24, 2025

Dashboard Filtering

I created 4 Territory Dashboards for my 4 sales reps. I want to understand how I can apply filters globally to all 4 dashboards so it only shows Contacts, Leads, Deals, that are in their territory, etc. So I apply a number of filters. However, I ha Leia mais

Responder Dashboards

0 avaliações positivas

2 Respostas

Jaycee_Lewis

Autoridade no assunto

Novembro 25, 2025 10:14

Hi, @Stacks42 👋 Thanks for the product feedback. The best place for this is our Ideas Forum . Thanks! — Jaycee

Solucionado

SCarr88 on Agosto 01, 2025

Activity Feed / Daily Completed List

Hi everyone! I was looking for a native space or a way to build a report to see a full activity feed for myself for the day. I can see the cumulative count through the Productivity card and I can see the feed that has emails, but I want one that Leia mais

Responder Dashboards Enterprise Reports

0 avaliações positivas

4 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Agosto 02, 2025 01:19

@Bhupendra_Kumar with contacts selected as primary data source, any activities logged to other objects only (e.g. deals and companies) will not be ...Leia mais

Solucionado

JWat on Novembro 19, 2024

Weight different activities to create scoreboard

We are wanting to create a scoreboard that recognises that not all sales team activities are created equal. The scoreboard needs to give each team member a live score as to their sales activities with - for example: 1 point for a completed phon Leia mais

Responder Dashboards Professional

0 avaliações positivas

1 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Novembro 19, 2024 07:09

Hi @JWat , This can be achieved with a contact engagement score in the new lead scoring tool: https://knowledge.hubspot.com/scoring/understan...Leia mais

Solucionado

TChappell5 on Outubro 28, 2024

Colors not displaying on graphs

All of the sudden I have lost the colors displaying on all of my dashboard graphs. This is not happening for other users but I use mine to create our training docs so it's imperative I find a resolution. I have cleared by cache/cookies and restart Leia mais

Responder Dashboards

0 avaliações positivas

6 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Outubro 28, 2024 15:42

@TChappell5 that means it's a browser issue. Can you disable all extensions and try again? If it works, re-enable them one by one to identify the o...Leia mais

Solucionado

JvanSchaick on Julho 16, 2024

Presentation available for sales automation and best practices?

Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effective Leia mais

Responder CRM Dashboards How-To Sales

1 avaliações positivas

2 Respostas

Solução Aceita

Gaurav_Aggarwal

Conselheiro(a) de destaque

Julho 16, 2024 06:35

Hey @JvanSchaick You can follow this ultimate sales process guide to help you set up and give an idea of how you can align the sales process i...Leia mais

jforte on Julho 16, 2024

6 Steps to build your Predictive Model

If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for Leia mais

Responder Custom Objects Dashboards Deals How-To Reports Sales Workaround

3 avaliações positivas

4 Respostas

IHedgepeth

Membro

Dezembro 31, 2025 02:55

Building a predictive model in 6 steps is a great way to approach data-driven decision making systematically. Just like developing a model req...Leia mais

Solucionado

Edyta7510 on Janeiro 25, 2023

Routing leads to distributors

Hi, Our company has a contact us form on our website. For a demo request (one of the request types), we're also asking the company to select from a dropdown menu the number of their subscribers. Beyond a certain threshold, we don't want to ro Leia mais

Responder Companies Contacts CRM Dashboards Enterprise Lists Sales

1 avaliações positivas

7 Respostas

Solução Aceita

taylorsusanne76

Colaborador(a)

Outubro 29, 2025 09:21

Hey @Edyta7510 , For routing demo requests above that subscriber threshold, you can set up an automated workflow in HubSpot that sends a custom ...Leia mais

Solucionado

Edyta7510 on Agosto 01, 2022

Attachments on deals/companies - report

Hi there! I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts. Is there any way to pull this off in HubSpot? I would simply need to see #attachments by sales rep + #attac Leia mais

Responder Best Practices Dashboards Deals Enterprise Reports Sales

6 avaliações positivas

4 Respostas

Solução Aceita

Bryantworks

Conselheiro(a) de destaque | Parceiro Diamante

Agosto 01, 2022 06:23

Hey @Edyta7510 , Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you could...Leia mais

Solucionado

Branikita on Novembro 09, 2021

Cards in pipeline are sorted in a wrong order

Cards in pipeline are sorted in a wrong order. It happened for all our pipelines

Responder Dashboards Deals

0 avaliações positivas

5 Respostas

Solução Aceita

Josh

Especialista reconhecido(a) | Parceiro Diamante

Novembro 09, 2021 13:55

Hi @Branikita , In the top right corner where it says "Board Actions", choose sort. From there you can sort the order in which cards appear in...Leia mais

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