HubSpot Ideas

mktgqueen

Allow rounding of Amount in Deals

Our team would love to have an auto-rounding function for the Amount in the deal tab. We deal is some pretty large numbers for our deals (typically anywhere from $50k to over $1 million). 

If you could allow users (or admins) to set the auto-rounding function that owuld be even better. I at least want to round to the nearest dollar, but it would be even better for us if I had the option to round to the nearest $100 or $1000.

 

This would make reporting SO much easier to read. We get into some pretty long numbers when reporting aggregated information and on a report that shows 12 data points (monthly for a year), the long numbers run together.

HubSpot Updates
Idea Submitted
April 17, 2023 12:44 PM

Changing the status back, as the original ask was for reporting. 

April 17, 2023 12:43 PM

Hi @mktgqueen, my apologies--I missed the part about wanting this for reporting! 

 

The feature I mentioned only affects the board view. I'll mark this back to "Idea submitted" so it stays open for Reporting. Thanks for clarifying! 

Delivered
April 17, 2023 11:56 AM

👋 Hello Community members,

 

We've recently decluttered the board view, simplifying how amounts appear. All users will now see currency amounts on the board auto-formatted as follows:

  • Rounded up to the nearest whole number
  • Amounts over 1 million will be abbreviated (e.g. 1.2M)
  • Amounts under 1 million will appear in full, up to the nearest whole number (e.g. 999,999)

For more information, please see this Knowledge Base article

 

As always, thank you for your feedback!

Jeannie

47 Replies
Simeinsyd
Member

We need this feature too. Management don't want to see cents on our reports.

Lolo
Member

We absolutely need this feature too. The decimals make the charts unredeable.

MGonçalvesMar
Member

Precisamos deste recurso também. Os decimais dificutam a visualização dos gráficos.

mortenstaal
Participant | Platinum Partner

We need this feature as fast as possible. I have clients requesting this in order to streamline their CRM.

BJovanovic
Member

This is of critical importance. Please, take on the rounding issue up ASAP.

Edyta7510
Guide

This is a critical feature we need to absolutely have

PJobe
Member

This would make a huge difference in our reports.

bam-Mirai
Member

Following

 

We need this too. 

Averyg
HubSpot Employee

The ability to round up figures (amount, days, averages), would be really useful for customizing reporting. 

GFMirMon
Participant

Yes, same for us, decimal rounding particularly in reporting but also on deals in the pipeline would be very useful.

jvanommering
Participant

This is much needed!

JMcGinn
Participant

Absolutely.

We need this as quickly as possible.  

SWells4
Participant

We would love this feature as well.

JustinEverett
Participant

Just had this request again today by our CFO. Should be as simple as just adding a checkbox in the display options, right?

VMehta
Member

we would love this feature as well, it is really important!

MHenning1
Contributor

Agree, I also need a checkbox in the display options!

FMezeiGuérin
Member

Decimal rounding is definitely a must...A must do, now. 

My eyes bleed every time I look at my $$$ boards. 

I see that it has been 2 years since the first request!  @hubspot  it's time. 

Edyta7510
Guide

Yes, come on HubSpot!!! this is a real must!

Tbhatia
Member

This is really needed. 

DParadis
Member

You got my vote