Created By:
Show Full Video Translation
What's up everybody back again. And today I wanna talk about reports and specifically the way we format our reports in HubSpot. Uh, and to showcase this new update, uh, let's take a look at a really quick example report. I, uh, I cooked up here. Um, you might recognize this really easy just to report that showcases all the deals, uh, segmented by deal stage. And in this case, I'm looking at the, uh, weighted amount of all the deals, right? But as we're looking at that number specifically, uh, it just now says 34,000, um, and the numbers add up, but we know that it's not necessarily a number, it's a currency. So we know a currency. However, I'm not seeing it in my report. And again, if we click on it, uh, we're also not seeing the weighted amount as a currency the way it should be, right?
Um, HubSpot obviously knows this as well. So they just launched a new, uh, public beta that you can enroll in and that gives you the option to actually format the data. So if I'm switching over to a portal that has the beta activated, now you can actually see the numbers in the right context. So in this case, we're looking at, uh, a comparable report and I've just used a custom property to showcase that it actually works. Uh, because if you click on the property, you now have the option to format the data the way you want it to be displayed on the report. So you can play around with the decimals, uh, you can tell HubSpot how to handle negative numbers. Um, you can use a separator, you can display a currency. Uh, so yeah, a really small update, a really small new beta, uh, but I think really helpful for a lot of organizations. So, uh, yeah, wanted to share this quick update. Uh, as always, let me know what you think. And happy hub spotting.
Um, HubSpot obviously knows this as well. So they just launched a new, uh, public beta that you can enroll in and that gives you the option to actually format the data. So if I'm switching over to a portal that has the beta activated, now you can actually see the numbers in the right context. So in this case, we're looking at, uh, a comparable report and I've just used a custom property to showcase that it actually works. Uh, because if you click on the property, you now have the option to format the data the way you want it to be displayed on the report. So you can play around with the decimals, uh, you can tell HubSpot how to handle negative numbers. Um, you can use a separator, you can display a currency. Uh, so yeah, a really small update, a really small new beta, uh, but I think really helpful for a lot of organizations. So, uh, yeah, wanted to share this quick update. Uh, as always, let me know what you think. And happy hub spotting.
This HubSpot update is a MUST for all Reporting guru's! 🤯
We can finally add the correct context to the data we display in our reports!
You can now format measures in the custom report builder as a specific currency or percentage, along with controlling the display of decimal places and negative numbers.
Again one of those updates that are small but have a huuuuuuuge impact IMO.
HubSpot Products
More Builds Like This One
Video: Sales Pipeline Prep for 2023 Part 2
By: Amber Mizelle
🎅 It's the most wonderful time of the year🎄 Prepping for your 2023 HubSpot forecast Part 2! Last week I shared some tips for how to st.
Video: Zapier and OpenAI
By: Ryan Gunn
Now that Zapier is integrated with OpenAI, it opens up a smorgasbord of new possible #hubspottipsandtricks! Here's something I was messi.
Video: Review Company Data Quarterly
By: Ryan Gunn
Do you look at your most important clients on a quarterly basis to see how business is going? You should. Unfortunately, Hubspot doesn't.
Video: A/B test an email in workflows
By: Ryan Gunn
You can easily A/B test an email to try out different subject lines or design elements. But what about testing send cadence of an email .
Video: Use Custom Objects to Surface Contact Info
By: Ryan Gunn
Hubpot's Custom Object tool has limitless use-cases, but one way you can use it is to save your sales team some clicks by surfacing impo.
Video: Use tickets to manage invoicing
By: Amber Mizelle
HubSpot users - How does your Accounting team know when a sales rep just moved a deal to Closed Won and they need to review it for invoi.
Video: Best practices to manage deal close dates
By: Amber Mizelle
Are the deal close dates a mess in your pipeline(s)? Are they inaccurate or has the close date passed, but the deal is still open? HubSp.
Video: Sales Pipeline Prep for 2023 Part 1
By: Amber Mizelle
It's the most wonderful time of the year 🎄 ⛄ It's time to fill out your HubSpot sales goals and forecasting metrics for 2023 and update.
Video: Chatgpt is Coming
By: Connor Jeffers
#Chatgpt may not take all of our jobs, but its definitely coming after Max Cohen 🧔🏻 and Robert Jones. Memes are what it does best.
Video: Remove Properties from Views
By: Amber Mizelle
If you've ever tried to archive a property from a HubSpot portal, you know that you have to remove it from use before it can be archived.
Video: Managing Customer Lifecycle with Multiple Sales
By: Amber Mizelle
Not all B2B companies sell 1 solution or only sell to their clients once, so one of the biggest issues that my B2B clients run into in H.
Video: Calendar View for Scheduling Meetings
By: Kyle Jepson
There's now a calendar view when you schedule meetings inside the CRM. #HubSpotTipsAndTricks
video: Build a Lead Routing Workflow
By: Carsten Brendel
Are you responsible for sales or are you the managing director? Then hopefully you're already using lead routing. If not, here are the e.
video: Why You Should Document Your Builds
💁🏻♀️ Remember to create naming conventions, descriptions and documentation, kids! Inspired by ’s super version of this super meme:
video: Sequence Builder Glow Up
Guess who got a glow-up to start the new year 💅🏼 The HubSpot Sequence Builder 🧡 Well, the updates to the interface actually happened .
Video: Export the Full History of a Contact
You can now export the full history of individual contacts #HubSpotTipsAndTricks #HubSpot #CRM
video: Using the Record Overview Tab
By: Moustafa M.
This NEW (somewhat hidden) Hubspot feature can save your team TONS of hours. In our latest #hubspot_powertip we dive into overviews whic.
video: Access Your Marketing Email Analytics in the Custom Report Builder
You can now access your marketing email analytics in the custom report builder! (Also, a surprise shoutout to my friends in #Australia) .
Video: Migrating Blogs with Dynamic Pages
By: Teun Rutten
🚀 Migrating multiple HubSpot Blogs to HubDB with dynamic pages In this video, I'm going to showcase a website we optimized for our fant.
Video: Book Over Calendar Blocks with the Meeting Tool
By: Kyle Jepson
This update to HubSpot will help sales and CS reps book meetings on the spot - so useful!
Video: How to Clone Products
By: Kyle Jepson
You can now clone products #HubSpotTipsAndTricks #HubSpot #CRM #Sales #SalesEnablement
Video: Best Practice for using the Forecast Tool
By: Alex Enache
If 2023 is the year when you want to put more structure in your sales team's processes and truly take forecasting to another level, you .
Video: Manage Updates on Import
By: Kevin van Beers
Running imports in HubSpot just became a little cooler! 😎 When importing records into the CRM, you can now specify that you want to onl.
Video: Audit Properties with Data Quality
By: Amber Mizelle
Creating a new property is pretty simple in HubSpot, but how do you know which ones aren't being used so you can remove them? If you hav.
Video: Apply Presets to Entire Teams
By: Kyle Jepson
You can now apply presets to entire teams! #HubSpotTipsAndTricks #HubSpot #CRM #UserManagement cc
Video: And Filtering in Index Views
By: Kyle Jepson
big update to filtering the Index view in HubSpot - no more making active lists just to have the OR filter option! fantastic update
Video: Our Favorite Integrations
By: Juan Jaimes
Unleash the power of HubSpot with these essential integrations brought to you by Juan Jaimes 🚀 Hubspot is an all-in-one marketing, sale.
Video: Filter and Search Meeting Links
You can now filter and search your list of meeting scheduling pages #HubSpotTipsAndTricks cc
