Dashboards & Reporting

Hi everyone, I’m trying to build a HubSpot report that shows call volume for ONE rep , broken down by day (Sun–Sat) , and I want it to auto-refresh weekly so it only ever shows this week’s calls . Goal: Calls made this week only Cal 続きを読む

We have a need to not only report the number of meetings a sales colleague logs but also how manay attendees are in these meetings so we can breakdown the # meetings 1-2-1 vs 5-10, 11+ attendees etc. There doesnt seem to be any obvious way to curren 続きを読む

Good afternoon, Could you please advise on how I would create a new report show the deal stage on X axis & number of tasks open on Y axis. I would like to be able to get a list of closed deals (over a certain period of time) with tasks still 続きを読む

Hello! I need guidance on building percentage-based dashboard reporting for “Success Talks” meetings, given limitations with meetings/activity reporting. Our setup Contact properties: Type = “Remote Professional” Start Date (date) 続きを読む

Hi, Some times our deals can have two associated companies. For example, deal 12345 has two associated companies, one is Company ABC, the assoiation lable is ¨primary company¨, and the other associated company is Company DEF, the association lab 続きを読む

I am trying to created a calculated measure using Custom Report Builder based on certain condition. To Provide more context, what I want to create is that if a certain Deal meets certain condition, count the number of such deals and return a sim 続きを読む

My team is working a lot with sequence enrollments and we are looking for ways to track the performance of these sequences. The Sequence tab in Hubspot does work great, but sometimes we need different metrics side by side, or in a different format 続きを読む

Hello all. I am tasked with creating a few conversion reports on my sales pipeline. I need to see the conversion rates through the stages of my pipeline by country, sales rep, source, and the total conversion by pipeline stage. How should I proceed 続きを読む

Hi everyone, I’m trying to build a “conversion rate” report in HubSpot to measure: Number of won deals / total number of qualified deals at a global team level . On paper, this seems straightforward, but I’m really stru 続きを読む

Any one know how to make a pipeline coverage report? it requires access to the deals and goals data sources. The Forecast page shows the coverage value so it's calculating it but I want to put that number in a report. The Single Object report can 続きを読む

Hello All. I need to create reports about pipeline overview by stages daily, weekly and monthly. I keep stumbling upn the same problem: there is not a date range not connected to a date property - meaning I can only see deals created daily, weekly, 続きを読む

Hi! Until last week, we were only using Deals for our prospection. We recently switched to leads, so I created all our leads at the same time, and give them a Lead Stage (new, attempting, connected, qualified) based on the deal stage of the pr 続きを読む