Hi - I'm trying to create a report based on a property set on Company records. I have a field 'A', which has multiple checkbox values in it. E.g. Company 123 Field A: value 1, value 3, value 5 Company ABC Field A: value 1, value 2, val read more

Hello Hub Community! I'm struggling with editing a report, to show more specific data; We currently have a report showing by 'Project Value' on the Y axis and 'Project Manager' on the X axis I would like to split the individual bar cha read more

I'm trying to build a report that looks at total line item sales by company, over a period of time. I can't seem to get a total $ amount of line items however; it seems to only report on whole order/Deal totals. An example of what I'm trying to buil read more

Hello all, I'd like to recreate the default Reports, although I just checked via Chat with a HubSpot Representative that it's not possible at this time to simply duplicate and customise these. Does anybody have any idea (preferably screensho read more

Hi everyone, I am trying to create some reports for the following conversions which include a percentage ( ratio) too : Lead form submission ( MQL) → Meeting Booked Meeting Booked → Meeting Done Meetings Done → Signups Signup → Paid read more

I am a marketer responsible for driving trials. I am having a hard time tying the contact attributes like a form fill, lifecycle stage, and source to a deal and it's stage. My goal is to be able to look back at trials generated in a previous mo read more

Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't fi read more

I am trying to build a report that shows Leads assigned by agents vs actioned (activities) per day, week, and month, is that possible? The goal is to understand how many deals are "actioned" every day, week, and month per SR. Thanks!

Dear Community, Is there a way to display the deal amount by financial year based on the start date of the settlement and the settlement frequency of the assigned items as well as the closing date of the deal? The ACV and ARR values for the ite read more

I am not sure if this is something we can do with the reporting tool in hubspot - I have played around with it but could not seem to create the report I wanted. We have various reports that show the amount of activity performed by our salespeople read more

Hello, I want to create a report which compares the number of deals with a name, vs those that don't, without creating a new property I have created a pie chart to do this, but this way deals with a name are segmented into many small slices. read more

I would like to be able to show how quickly contacts move through different stages of our customer lifecycle. We use Hubspot Score to define these stages and don't use Hubspot's default Lifecycle Stage property. Our stages include: 0-60 Lead 61-99 read more