Our Sales team using Sales hub need to be able to see the sums of the value columns (e.g amounts) directly in their deal table view.
This is currently one of their biggest pain points. They have to set up reports in dashboards and view their value columns totals that way.
It would be ideal if their was a totals row in the deal table view that would sum up the amounts based on the set filtered deals, similar to how it would work in Excel by doing a simple SUM formula underneath the table.
I know that Pipeline CRM which we are migrating from has that feature.
I concur. I know we can see Totals by Deal Stage in Board view, but there isn't a Grand Total there either. When viewing Deals in List view, it would be ideal to have amount columns sum. Sometimes we just need a quick answer to that question. Having the option in Deal view would save time over exporting the data to Excel or building a custom report just to perform a single calculation.
We just switched to HubSpot and one of my biggest pet peeves with the system. I really need to be able to see how the total changes within the view based on the filters applied, instead of having to recreate the view in a report or exporting and letting excel do the basic math.
This would change the entire game for our sales team. I'm desperately trying to drive HubSpot adoption and get leadership out of Excel, but the inability to do this is the biggest blocker. They need to be able to filter and select specific deals and be able to see a totals row.