As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in th read more

Hey, I am trying to create a report that shows the remaining gap to target. It would ideally be a donut chart. And would be the Target (or goal) minus the Closed Won amount. So you can see what is left/or how much over you are. What am I d read more

We have our system set up to limit visability to our owned items (contacts, deals, leads ect) in order to minimize the clutter and work easier. We are working on our default dashboard for our sales reps and in our old system we had the ability read more

I have a multi-year deal that I am trying to enter with Line Items. The problem is, instead of scheduling out the second year, the MRR and ARR are adding the two years together. I assumed that by adding Billing Start Dates, it would correctly calcul read more

I have a set of contacts with very minimal like properties that I can use to group them together, one option is that all contacts have been enrolled in X workflow. Is there a way to use workflow enrollment as a filter to build a report? I see opti read more

Hi, We currently have Sales, Service & Marketing hub subscriptions and I am wondering the best way to outreach to brands and report on it. Currently we are using sequences for out reach but do not feel this is the best process as when read more

Our visits to customer companies are now saved under ''Log a meeting' --> "Meeting type" Visit report. The title of the logged visit is the name of the company and the date of visit. How can I process the textual content of that activity in a read more

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 read more

We need to create a way for staff to report an accident or an incident onsite at our facility. What is the best way for a staff memeber to quickly enter information and to capture that information so that it's easy to read, follow up on, and indicat read more

Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re read more

I am new to HubSpot and my first major reporting request is around adoption and usage of HubSpot by our team. While I see some high-level usage data under Settings > Account Setup > Users & Teams , it's very limited. It's basically ju read more

Can someone help me out? I'm hoping to figure out how I can set-up snippets in notes and have it populate information that's already in the system. I currently have 8 big projects going on that I need to track what's going on. I've turned this te read more