I find it fustrating that you can't edit properties in the deal insights overview.
I need to be able to select by specific deal owners and only live pipeline stages - including Won and Lost values just bloats the overall pipleline Insight view.
Hello! This is being rolled out to accounts this week, so we are marking this as Delivered. You can read more about this feature in the product update if interested. 🙂
@scmrg If you're a super admin in your account, you should be able to click the "join beta" button in the product update link; otherwise, you'll need to ask a super admin in your account to opt into the beta from that page. If you both have trouble joining for any reason, please reach out to Support and they can help troubleshoot further!
Hi everyone! My name is Hallie, and I'm an APM on our CXM team here at HubSpot. I'm happy to share that the ability to customize deal insights is currently in planning!A Beta feature for this is planned for Q2 this year, so I'll update this request again once that is released. Thanks for your continued patience while our teams are working on implementing this!
I don't necessarily find it frustrating, it's a cool feature, but with the ability to edit it, it would be even cooler. 😎
Currently the alternative seems to be to hide the section and use the reporting functionality instead. If I can't edit it to my needs, it's hidden because it ends up just cluttering space and confusing people.
I agree that it is frustrating and the feature would be so much cooler with the ability to customize the properties. When we review our pipeline we'd like to use those insights as a headline for what's going on, instead of needing to review a report in a dashboard and then go to the pipeline. But the insights are both inaccurate and don't reflect the properties we want to see.
Agree with comments posted so far. On subject of customizing the properties, we'd like to see Profit instead of Revenue because that's how we measure our sales teams. So, more than just selecting individuals for what the Insights tells us about them, but on metrics that are more important to us (and the ability to remove metrics provided which are meaningless).
Agree. We are looking for smth like this: The idea is to see, based on the filters, the annual Land or Expand pipeline quota and its attainment (current state of things). It would be great to achieve this via HubSpot rather than creating separate reports in Excel. What we would like to see here is the burndown per pipeline (Land and Expand), meaning how much is left to achieve and, if possible, the goal itself we aim to achieve.
Agreed re the ability to edit the Deal Pipeline insights. Enter a Deal today for Sales performed two years ago, mark the close date as two years ago and mark Deal as fullfilled, yet it apperars as New Deal under insights. We were entering historical sales by month and year in HubSpot for sales we made prior to implementing HubSpot.... We also need to show Net Revenue verse Sales Revenue for our sales teams.
I would love to see a way to customize what is shown on the insights section of the deals page. It would be great to see how many deals I have for this month, next month, etc. all right there for a good overview.
Also, make multi-tiered sorting available (i.e. sort by stage and then by estimated closing date within the stage)! Salesforce and Excel both do these to many levels, and we've come to expect it.
Agree with ITripp above - we measure our sales team on profits vs revenue, so would like to be able to see the Insights and the bottom summaries on "board view" of Deals based on profit. Would be an added bonus to be able to customize exactly which metrics are shown in the Insights area, though even just being able to switch those from renenue to profit would be a huge bonus for us. Thanks!
