HubSpot Ideas

JSmith968

Calculation feature within reports

My suggestion is to create a feature that allows you to multiply/ divide/ subtract or perform a percentage calculation between two properties.

 

I'm currently trying to gather information to show an average number of licences sold per total number of deals and display this per month. Being able to show this in reports would prevent us from having to calculate manually 🙂

 

Thanks

10 Replies
song
Member

would be great to let us to calculations in reporting without having to create additional properties. this will help calculate important kpis such as conversion rates

 

for example, i want to divide the sum of a property by the sum of another property

Lumen5KJ
Participant

This is a duplicate of this idea, which is marked as In Planning. Please upvote and add comments there.

mfrappier
Member

Yes, this is crucial! Should be easy to add this feature in the Aggregation section. Just have a multiply or divide field

LWiart
Participant

Totally agree!

In my case:

- I have a report with a table : a month per line

- Then, I have a column with the total amount of the deals (whose close date is the month)

- And another with the total number of products sold

- But I can't add a last column to do a simple calculation such as : Total Amount / total nb of products sold.

 

It seems so obvious to have such a functionality, I'm really disappointed it doesn't exist in HubSpot...

 

Note: I tried to create a calculated property, but it doesn't work when the calculation is on properties from 2 different objects...

 

 

LWiart
Participant

Nevermind: I asked the question in the Community, and got an answer : this functionality seems to exist as long as you have an Operation Hub Enterprise subscription: https://knowledge.hubspot.com/reports/create-and-use-datasets

dataset-create-formula-field0.png_width=400&name=dataset-create-formula-field0

 

Laurent

 

 

LWiart
Participant

Getting back to this topic: not having such a simple feature in the reports feels really silly (dividing/multiplying/adding/substracting a value by another, come on!).

It's like selling a car but wheels are missing...

 

Sure, it seems that it can be done with Datasets, but it's like trying to kill a fly with a shotgun...

 

HTan0
HubSpot Employee

Creating this post on behalf of a customer.

 

The customer created a contact-based report using the single object report builder, with Summary as the chart type that displays specific metrics (e.g. the sum of value of a number property, the average percentage of calculation percentage etc. for records included in the report). 

 

They would like to be able to create calculations for the values displayed for these metrics in the report (e.g. take a value seen on the report and divide that by another value seen on the report), but it looks like this isn't supported at the moment. 

CelineC
Participant

It is definitely necessary. If you have line items where you say "this deal is for product A that I will sell 60pcs of beween 01-Jan-25 and 01-Jul-25", I want to be able to pull a report that says there will be an average of 10pcs of product A per month between January and June 2025. 

RIght now, it requires extracting from HubSpot to Excel, using PowerQueries and working with formulae to be able to get a graphical representation of this when it could and should be there by default in HubSpot. 

ELitke
Participant

How is this still not a funtion we can create in a report?  Please add this ASAP.

FBERLOU
Member

Bonjour 

npus avons les mêmes besoins