Marketing Website

@AwaisChaudhry

Hello, I’ll build a single, always-current view in HubSpot that pulls from Brokerage, Acquisition, and Inventory pipelines and shows all opportunities in Pending or Marketing with a projected close date in the next 90 days. The date window will roll automatically as today moves, so no manual edits are needed. My approach: create a custom report builder view combining three pipelines with a dynamic 90-day window, enable optional filters by pipeline, and ensure the report can be added to any existing dashboard with HubSpot’s native refresh schedule. Deliverables include the saved report, plus a Loom walk-through showing the rolling filter setup, column adjustments, and confirmation that auto-refresh works. I’ll ensure the logic runs on HubSpot’s native data model, with clear labels and maintainable fields so leadership gets a clear, near-term forecast at a glance. Develop insightful, essential questions for the client, then send 3-4 important ones separated by one blank line per the instruction. Important questions for the HubSpot report build: 1) Do you want any additional fields (e.g., deal owner, deal stage, amount) to appear in the default columns? 2) Should the 90-day window be based on the deal close date time zone or a fixed business day convention? 3) Do you require export options (CSV) or automation alerts when new items enter the 90-day window? Best regards,

@divumanocha

Hello, I came across your project and found it truly interesting. With over eight years of hands-on experience in this field, I have successfully delivered high-quality solutions to clients worldwide. My dedication to excellence is reflected in the 180+ positive reviews from satisfied clients. I’d love to bring this expertise to your project and ensure outstanding results. However, I do have a few important points I’d like to clarify to align perfectly with your vision. Let’s connect via chat so I can share relevant examples of my past work. I look forward to hearing from you. Best Regards, Divu.

@ASirbescu

Hello there, As a seasoned Full-Stack Developer and Data Analyst, I possess the skills and experience required to automate your data reporting needs effectively. I have hands-on experience working with HubSpot and have built similar custom reports, leveraging my expertise in Python, PHP, and JavaScript. My proficiency in data analysis guarantees that your report will generate accurate insights on opportunities projected to close within the next 90 days. One key advantage of working with me is my ability to roll the date window forward automatically, eliminating the need for manual editing. This ensures that your report always maintains an up-to-date 90-day horizon with minimal effort from your end. Additionally, I'm well-versed in the art of filtering or segmenting data within a report, which means you'll have the flexibility to analyze pipeline-specific information within the consolidated view if needed. Lastly, my dependable handover notes or Loom walkthrough will ensure that you're comfortable operating the report independently and confident in its accurate functioning. I can start working immediately once I'm given access to your HubSpot portal. Choose me and let's create a tailored marketing solution that exceeds your expectations! Best regards, Alex.

@hireageek

Hi, I understand the importance of having a streamlined and effective reporting system in HubSpot for your opportunity tracking. With my extensive experience as a top California freelancer, I have successfully created custom reports that dynamically cater to clients' needs, ensuring they align with their strategic objectives. I specialize in integrating multiple pipelines into a single, coherent view, which is crucial for leadership as they monitor upcoming closings. I will configure the report to automatically roll forward, merging data from your Brokerage, Acquisition, and Inventory pipelines, while still allowing for flexible filtering. Additionally, I can deliver a comprehensive hand-off note or video walkthrough to ensure you are confident in using and adjusting the report as necessary. I’m eager to assist you with this project and would love to get started right away! Could you clarify if there are specific fields or metrics from each pipeline you'd like prioritized in the report? Best regards,

@FaizalShaik80

Hi, I would love to help. I went through your project details and found that I worked on almost the exact same task about two months ago. I am an experienced and specialized freelancer with 6+ years of practical experience in PHP, HTML and I’m able to complete and deliver this project promptly. Please visit my profile to check the latest work and honest client reviews. Connect in chat to discuss details and next steps. Warm regards.

@sufyanasmat38

With my diverse skill set as a seasoned software engineer and AI developer, I have repeatedly demonstrated the ability to deliver sophisticated solutions in various domains, including developing web applications proficient in JavaScript, and designing customer-oriented databases. I am an expert in leveraging HubSpot's capabilities to analyze, organize and strategically present data through custom reports, ensuring efficiency becomes the foundation of your team's decision-making processes. Furthermore, my proficiency in machine learning and AI would provide added value to this task. The unique nature of your project requires an adaptable solution that not only displays consolidated data but also offers segmented filtration options. Over the years, I have designed systems utilizing multi-stage classification methodologies that are parallel to what you envision; allowing users to extract relevant data dynamically while maintaining a coherent whole. Lastly, it is worth highlighting my experience with SEO and social media marketing which will enable us to easily integrate this report into your existing dashboard while ensuring its efficiency through native HubSpot update cycles. I look forward to being involved in the next steps of your project. Let's use technology to steer your business towards better profitability and productivity!

@ZeeCreatives

Hello, I’ve carefully reviewed your project requirements for a custom HubSpot report that dynamically tracks opportunities in Pending or Marketing status across your Brokerage, Acquisition, and Inventory pipelines with a rolling 90-day projected close window. With extensive experience in HubSpot reporting and CRM data visualization, I am confident in delivering a seamless solution that enables leadership to get a consolidated, always-updated view. I will configure the report to automatically roll the date window forward, ensure combined pipeline data with segmentable filters, and make it easily embeddable in your existing HubSpot dashboard with native refresh cycles. Additionally, I will provide a clear hand-off document or Loom walkthrough to explain date filter setup and column adjustments for your team’s autonomy. Please check out my portfolio: https://www.freelancer.ca/u/ZeeCreatives I look forward to helping you streamline your reporting. Best regards, Zainab

@natanr28

Hello, I hope you're doing well. I understand you're looking for a custom report in HubSpot that effectively tracks opportunities in Pending or Marketing status with a close date within the next 90 days. This solution is essential for providing your leadership with a current view of potential closings across all deal pipelines, Brokerage, Acquisition, and Inventory. My approach will involve setting up a saved report that automatically updates the date window, ensuring that the rolling logic operates seamlessly without manual edits. You'll have the ability to segment by pipeline, creating a flexible yet comprehensive overview. I'll ensure the report integrates well with your existing HubSpot dashboard, refreshing as required by HubSpot's native schedule. Alongside the report, I will provide a brief hand-off note or a Loom video detailing the setup process, including how to adjust columns as needed. What specific features are most important for your leadership to see in this report?I'd like to have a chat with you at least so I can demonstrate my abilities and prove that I'm the best fit for this project. Warm regards, Natan.

@jonhw5

Hello, thanks for posting this project. I will build a unified, auto-refreshing HubSpot report that pulls data from the Brokerage, Acquisition, and Inventory pipelines and surfaces opportunities in Pending or Marketing status with a projected close date within the next 90 days. The rolling 90-day window will advance automatically as today changes, so leadership always sees the near-term view without manual edits. The solution will support internal filtering by pipeline, and I’ll configure it as a saved report or custom view that can be dropped onto an existing dashboard with HubSpot’s native refresh cadence. Deliverables include a saved report in your HubSpot portal and a concise hand-off (Loom) walking through the date filter setup, column adjustments, and verification of the rolling logic. Do you prefer the report to include any additional metrics or fields (e.g., expected close value, owner, or custom deal properties) across the three pipelines, or should it strictly show the status, dates, and basic identifiers? Looking forward to hearing from you. Warm regards, Vitalii.

@generosoiii

Hi there, It sounds like your biggest pain point is not having a single, always-current HubSpot view showing all Pending and Marketing opportunities across Brokerage, Acquisition, and Inventory with a rolling 90-day close window. I’ve spent the past 5 years building custom CRM and reporting automations exactly like this, and I can set up a dynamic, auto-refreshing HubSpot report that consolidates all pipelines while preserving filtering flexibility. I’ll configure conditional deal filters, build the rolling date logic using relative date ranges, unify the pipelines into one custom report, and ensure it drops cleanly into your dashboard with native HubSpot refresh. I’ll also record a clear Loom walkthrough so your team can adjust columns or verify the logic anytime. Before I proceed, quick question: Do you have any custom deal properties or custom close-date fields I should incorporate beyond HubSpot’s default close date? Best regards, Generoso III

@sadam61

Hi, I'm thrilled about the opportunity to create a custom HubSpot report tailored to your needs. With over 9 years of experience, I have successfully completed similar projects, offering a deep understanding of HubSpot's reporting features and deal pipelines. I will ensure the report pulls seamlessly from the Brokerage, Acquisition, and Inventory pipelines, automatically rolling forward for the next 90 days. You’ll have the ability to filter results as needed, plus an easy integration onto your existing dashboard. I'll provide a short hand-off note or Loom walkthrough explaining the setup and adjustments for your convenience. I'm ready to start immediately and confident in delivering a solution that meets your requirements.

@nguyenphuclam06

Hi there, I’m Lâm, a HubSpot specialist who crafts scalable, near-real-time dashboards that leadership can rely on every day. I’ll build a custom HubSpot report that pulls from Brokerage, Acquisition, and Inventory pipelines, showing only opportunities in Pending or Marketing with a projected close date in the next 90 days. The 90-day window will roll automatically as today moves, so no manual edits are needed. You’ll be able to filter or segment by pipeline, yet still view a unified view on your dashboard. What you’ll get: ✔ A saved multi-pipeline report in HubSpot with rolling 90-day window ✔ Cross-pipeline aggregation, with optional per-pipeline filters ✔ Dashboard-ready output that auto-refreshes on HubSpot’s native cadence ✔ A Loom walkthrough and a concise hand-off note detailing: how the date filter is configured, column adjustments, and verification of the rolling logic ✔ Realistic, imaginary sample scenarios attached to show how the report responds to date shifts and filter changes Availability: I can start immediately after admin access is granted and can align on a 2-3 day timeline for delivery and walk-through. I will provide a clear hand-off note and a Loom video to ensure your team can maintain this going forward. Best regards, Lâm

@arvinjay007

Hi there, Sounds like your current HubSpot reporting isn’t giving leadership that clear, always-fresh snapshot of pending and marketing opportunities, especially with the rolling 90‑day window across all three pipelines. I’ve spent the last 5 years building custom HubSpot reports just like this, and I can set up a dynamic date filter that moves automatically with each day, plus merge Brokerage, Acquisition, and Inventory into a single unified view while keeping pipeline-level filters available. I’ll configure the report inside the Custom Report Builder, validate that the rolling logic works, and record a short Loom showing how everything is set up and how to tweak columns if needed. Thanks, Arvin Jay

@vitaliih3

Hello, Will the report in HubSpot need to include any additional custom fields apart from the opportunity status and projected close date for each deal in the three pipelines mentioned? Are there any specific design preferences or formatting requirements for the report that need to be considered during the configuration process? Let’s align on the details and move forward. Best regards, Vitalii

@nicolasm230

Hello, As an experienced developer specializing in AI, Web Development and Automation, I not only have a diverse skill set but also a record of delivering results - exactly what your project needs. I have developed websites with various complex functions using HTML, JavaScript and more that adapt automatically without the need for manual editing. For instance, developing a similar project by integrating HubSpot API to generate a report tailored around specific preferences is well within my capabilities. Moreover, my expertise in AI and Machine Learning can significantly improve the efficiency of your website. By creating a custom model to automate your reporting process, you will not only benefit from time saved but also greatly reduce the possibility of human error. My work is always driven by the need to improve user experience, so expect an intuitive interface that allows easy filtration or segmentation by pipeline. Lastly, my approach to work aligns perfectly with your project ethic. Trust me to bring your vision to life; whether it needs intelligent automation or building from scratch. With admin access at hand, I can get started on this HubSpot-based task as soon as we agree on timing. Let's collaborate and turn your ideas into reliable, high-performing solutions that Thanks!

@demivision

Hello Employer, Thank you for outlining your requirements so clearly. I understand you need a dynamic HubSpot report that consolidates all deals in Pending or Marketing status, with projected close dates within the next 90 days, across Brokerage, Acquisition, and Inventory pipelines. Ensuring the report auto-updates with a rolling 90-day window, supports segmentation by pipeline, and integrates seamlessly into your existing dashboard is crucial for your leadership’s decision-making. With extensive experience in HubSpot CRM, custom report building, and data visualization—including complex filter logic and dashboard integrations—I am confident in delivering exactly what you need. My approach will be to leverage HubSpot’s custom report builder to combine all relevant pipelines, configure the rolling date filter, and structure the report for flexible segmentation. I’ll ensure the solution is user-friendly and maintains HubSpot’s native refresh cycles for always up-to-date insights. Upon completion, I’ll provide a concise hand-off note or a Loom walkthrough, detailing how the rolling logic is set, how to adjust columns, and confirming the live functionality. I am ready to join your portal promptly and begin work, ensuring a smooth and transparent process throughout. Looking forward to collaborating and helping your team gain clear, actionable insights. Best regards, DemiVision, LLC

@bobbyr60

Hello, As an experienced Full-Stack Developer with a strong focus on CRM systems and workflow automation, I'm uniquely equipped to tackle your HubSpot project. I have extensive familiarity with HubSpot and its interconnections, and I have leveraged this knowledge to configure and optimize CRMs like HubSpot, Salesforce, Zoho, GoHighLevel, and Pipedrive to match real sales pipelines , building lead stages, automations, scoring systems, reporting dashboards that are actually used by sales teams. I value optimization and can guarantee that the report you require will be tailor-made for precision. One of the key capabilities I bring to the table is my proficiency in designing advanced automations using tools like n8n, Make, and Zapier, connecting forms, CRMs, as well as internal dashboards. My standout skill here is working in n8n which is essential in creating the automated report you're looking for. Moreover, my aim is always scalability by avoiding any bottlenecks in system architecture. This directly aligns with the essential aspects of your project such as auto-refreshing the date window as well as segmenting according to the pipeline inside the report if required by leveraging HubSpot's native update cycle. In summary, what sets me apart from other developers is not only my technical expertise but also my deep understanding of real business processes and needs. Building clean systems that are scalable and maintainable is my forte. Thanks!