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HubSpot Guide

How To: HubSpot Custom Reporting (Overdue Deals Dashboard)

In this video, we walk you through how to create a deal stage evaluation report from your Stack account, in your HubSpot account. Explainer video by Stack Co-Founder Alex: https://player.vimeo.com/video/551388431?app_id=122963 Step 1: Log in to HubSpot and click on the Reports dropdown menu, select dashboard and then click create report. Step 2: Select “build new …

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How To: Identify “Overdue” Deals with Pipeline Deal Filter

Step 1: Go to “Deals” in HubSpot and select the Pipeline you are mapping in Stack   Step 2: Click on “More filters” and then under “Deal properties” type in “Stack” to see 4 new deal properties   Step 3: Select “Stack Deal Stage Evaluation” and then scroll down and select is any of “Overdue” …

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