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Edyta7510 on August 01, 2022
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 read more
Accepted Solution
Key Advisor
August 01, 2022 03:23
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 more
NRichardson1 on June 26, 2022
I have a report which counts Sales Rep activities (Calls, Meetings, Emails) over the previous week - which works really well Problem is that I am registered contact within our CRM, so every email my team sends me is counted as a "Sales activity" read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 26, 2022 21:27
Hi @NRichardson1 , For one, you could exclude your own company domain from CRM email logging by following these steps: more
katherineladue on January 26, 2022
Hi, looking for any creative ideas. My client's actual sales all take place on their Shopify store, but they also have sales reps that will work a deal along and want to be able to give them credit on the Shopify deals they worked on. They track all read more
Accepted Solution
Key Advisor
January 28, 2022 01:19
Thanks for the tag @kvonloesecke ! I agree with @katherineladue here that it would be nearly as easy as just mapping the contact owner to the more
AArzouni on November 18, 2021
I want to generate a simple report that shows revneue against forecast split by quarter, can this be done in hubspot? Thanks!
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
November 18, 2021 08:39
Hi @AArzouni , The forecast reports in HubSpot don't display on a quarterly basis when you are looking at a longer timeframe. However, you more
AJohnson8 on November 16, 2021
Keyword Research Tuesday, November 30th | 2:00 PM (GMT), 9:00 AM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the SEO (EMEA) HUG led by HubSpot partner Whitehat is excited to hos read more
AJohnson8 on November 02, 2021
Powerhouse Dashboards and Reporting Tips with Jorie Munroe! Tuesday, November 16th | 12:00 PM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Cincinnati HUG led by HubSpot partn read more
AJohnson8 on October 26, 2021
Demystifying the HubSpot Custom Report Builder Tuesday, November 9th | 2:30pm EST, 11:30am PST Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Los Angeles HUG led by HubSpot partner M read more
KyleSelf16 on August 06, 2021
How should we manage our properties across objects to improve data integrity? Would it make sense to set up custom properties that would essentially duplicate the HubSpot properties for data consistency? For example, here are some of the issues read more
Accepted Solution
HubSpot Moderator
August 06, 2021 14:01
Hi @KyleSelf16 , happy to provide some insight on your questions and examples! I recommend editing any existing default properties (created more
LJP on October 28, 2020
I am looking to create contact reports and lists based off of the known sequences that contacts may have been a part of recently, or in the past. The reporting features are currently aggregated and the only area you can access granular data on read more
10 Replies
Accepted Solution
Hall of Famer | Partner
May 19, 2021 21:31
Hi @LJP , As of this month, there are new contact property measures available for reports: These are available when you more
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