Goal:
- Make the Reporting Calculation Formula feature in custom reports more intuitive and accessible for all users, including those without technical backgrounds.
- Provide a detailed Knowledge Base article with clear step-by-step instructions, supported by example scenarios for different business use cases (e.g., calculating win rates, revenue per deal, ticket resolution averages).
Issues Faced:
- Currently, building calculation properties and custom formula fields can feel complex, requiring trial-and-error due to limited guidance on syntax, supported operators, and practical use cases.
- Many users are unaware of the full capabilities because there is no comprehensive, example-driven Knowledge Base article that covers common business reporting needs.
- This complexity can lead to user frustration, incorrect formulas, and underutilization of HubSpot’s powerful reporting features.
What Will Be Resolved:
By simplifying the formula creation experience (e.g., formula builders with autocomplete or validation prompts) and publishing a robust example-driven guide, HubSpot can empower users to create more effective reports, drive better insights, and fully leverage advanced reporting functionality without needing external technical support.