You can bucket numerically (e.g deal size of <$10k = “Small”, $10k - $100k = “Medium” and $100k+ = “Large”) or by existing fields/dropdowns (e.g “Lost - Bad Fit” + “Lost - Risk” + “Lost - Restricted Activity” are combined into one bucketed field for reporting purposes).
The benefit is that stacked graphs with 10-15 different fields are much clearer, plus you can easily make custom reports and graphs without rebuilding and reconfiguring your whole Hubspot instance.
Also former SF user here, one of my most sorely missed features.
I think HubSpot does offer this feature, it’s just locked behind their $24k/yr Ops Enterprise package: Data Studio | HubSpot. Seems expensive for what should be basic reporting functionality from one of their main competitors!
Surprised at the lack of activity on this one. I never realized how much I used this feature in Salesforce… until I didn’t have it anymore.
The ability to combine multiple selections into one “bucket” is essential.
It’s a huge time waste to have to create a new property and workflow when all I really need is a way to bucket multiple picklist values into one choice to slice a report.
@swebb113 Totally agree. This would make reporting so much more feasible in HubSpot, but as is myself and a number of teams are having to build our reports in Excel, which makes me question why we pay for HubSpot in the first place…
This is really a basic functionality that should be accessible to any users in the platform. I struggle to understand why HubSpot is lacking so many basics that are needed in everyday business and are lightyears behind Salesforce in this kind of stuff.
This is so simple in Salesforce and I long for Hubspot to add it. We have the Ops Enterprise package - while you can create custom report formulas that could help you achieve what you can achieve in Salesforce with bucketing, writing a massive formula is a lot less efficient than a simple UI to say “if this property has any of these seven values from this dropdown, show true, otherwise false”, or if this numeric property is under 100 show “<100” otherwise “>=100”. We want our users to be able to use a bucketing feature, not just admins that understand how to write a Hubspot formula.
I love Hubspot, but just finding out this isn’t possible is pretty crippling. Overall I find SFDC reporting a bit better, and this is a feature I would use regularly in Hubspot vs having to now creating custom fields and automation to accomidate this.