Dashboards & Reporting

Wondering if anyone else is having a similar issue with meetings not being logged in the sales activity reports? The salesperson has their meeting scheduler set up and in settings they have 'track calls and meeting types' enabled.

Hi everyone I’d like to suggest a product improvement for HubSpot reports and dashboards that I think would have a big impact on usability and analysis: Add the ability to filter reports using an Associated Records dropdown, in the sam read more

The current version doesn’t allow for customization. Is this functionality something that could be allowed in the future? What’s the reasoning behind making certain reports default-only rather than allowing us to tailor them to our needs?

Below is what they want. How do I set up a dashboard with these reports? Total Deal Count Display the total number of companies evaluated across all stages. It should be clear at a glance how many deals we’ve seen through the pipeline, ideal read more

Is there no option to directly export tasks?

Hello, I'm looking for advice on building a specific report within HubSpot concerning our Marketing Contacts . We need to move beyond simple aggregate volume reporting to better analyse our weekly marketing reach and frequency. Could you please read more

We are trying to track a couple of Deals, but the companies with which we are working do not have a URL or a Domain. My first thought was to mark the company as our own and use that as a placeholder. Has anyone run into this situation before and how read more

Has anyone got any ideas how to optimise the data displayed in a dashboard as it feels like there is a lot of wasted space on mine and I cannot work out how to make it look better. For example - this section circuled in red. I don't need that t read more

I am trying to build a LYBUNT report in HubSpot using deals as donations. My goal is to include contacts who have at least one deal with a close date between 12> and <25 months ago, and exclude any contact who has a deal that closed within the read more

The head of one of the sales teams has requested a report with a stacked bar chart for the following four properties: Basically, they want to show each of the four properties (BMIT Common, BMIT Preferred, Messenger Place, and Promenade Poin read more

I have deal, with a date property when someone completes their mandatory annual training. How can I show a pie chart showing all people (filtered) where that date > 12 months ago, vs everyone else. I have the date field. I also have a calcul read more

Hello, I’m trying to create a weekly report to track how many new contacts each sales rep has reached out to during the week — specifically: The contact has no open or won deals at the beginning of the week (they may have Lost or Unqualified d read more