HubSpot Ideas

ki392

Allow filtering by contact association label in revenue attribution reports

This is an extremely common use case for non-profits, particularly using the Salesforce integration. Salesforce uses contact roles to determine whether a contact is getting hard credit or soft credit for a gift. When that data syncs over to HubSpot, the association syncs over with no label (first issue) and then you can't filter the revenue attribution reports to only include the activities of the primary donor. This really skews revenue attribution reports and makes them almost unusable!