Problem:
Currently, HubSpot dashboards can display individual reports, but there is no native way to perform calculations directly in the dashboard based on values from multiple reports. This limits users who want to combine metrics (e.g. ratios, percentages, performance indicators) without exporting data or using external tools.
Proposed Solution:
Introduce a feature that allows users to create calculated metrics directly in dashboards using values from existing reports. Users should be able to reference report outputs and apply basic calculations such as addition, subtraction, division, multiplication, and percentages.
Example Use Cases:
- Calculate conversion rates (e.g. clicks ÷ emails sent) directly in a dashboard
- Show cost per lead or cost per deal using values from separate reports
- Combine marketing and sales metrics into custom KPIs
- Create executive-level metrics without needing custom reports or spreadsheets
Benefits:
- Reduces reliance on external tools like spreadsheets or BI platforms
- Makes dashboards more powerful and actionable
- Saves time for marketing, sales, and operations teams
- Improves visibility of performance metrics in real time
Summary:
Allowing calculations in dashboards based on report values would significantly enhance HubSpot’s reporting capabilities and enable users to build more meaningful, business-critical KPIs directly within the platform.