Deal Insights Beta - Improvements needed

[RT_Maxwell]

With the rollout of Deal Insights, I have some requests based on immediate feedback.

1. The ability to control the show or hide of insights from the admin level. 
   1. What if I don't want my users to have that?
   2. What if I only want some users to have it? 
2. The ability to change the company currency
3. The ability to change what is displayed there
   1. What about deal velocity?
   2. What about forecasting?
   3. What about the deal max age?
4. The ability to move it to display as a sidebar or bottom instead of on the top.
5. The ability to replicate it as a report for a dashboard

As I think of more things I will add them to this post. 

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[KBoehmer]

Good list - Also the ability to have insights on other Deal views would be helpful.

[Steve0]

Agree. Our key issues
1. Add custom properties to the list (number of deals, total deal value, annual revenue)
2. Enable the functionality on custom views - or have an 'Open deals' and 'My open deals' default view is our biggest gap
3. New deal amount - 7 days is too short for us - need month or quarter
4. I'm ok with using company currency - it's consistent for all deals.

[JEdwards82]

Be great to display custom filtered views and not just the default view. 

[hellokyliep]

I like these. Issue I continue to have as a global company is the abilty to see local currencies. We thankfully have this in the table/board view in Deals but insights in my company currency have no bearing on what my team does. Same with targets: I can't track any progress to target within Hubspot because it only allows this in company currency. 

[MyronQ]

upvoting on behalf of a customer who would benefit from having these added features to upgrade the deal insights tool!

[GPalethorpe1]

Upvoted. We have chosen to remove the insights in our view so as not to mislead our teams. (It's in the Settings Object > Deals > Setup tab, untick show deal insights) 

[TJones45]

agreed - more control needs to be inplace for the insights - I would like to not include certain stages

[ringer135]

upvote

[Alexa_S]

Hey all, 

Thanks for the great ideas to supercharge this feature! In response to a few of you who called this out, I wanted to share that we now support the Deal Insights section across all Deal views. We'll continue to add funtionality to this featue and we will keep you posted on updates as we have them. 

In the meantime, please keep the feedback coming!

Thank you 🚀

[hellokyliep]

Still doesn't allow for customization of currencies, so it's not at all useful. Also now have to hide the the insights every time I click into a new deal view, which is particularly annoying. Have gone ahead and disabled for all users. A step backwards. Very disappointing. 

[JMordecai]

Agreed,

I'd like to be able to set insights to a specific currency or allow users to do so individually or as a team option.

[baribeau]

Jumping in to add that the aggregations for MIN, MAX, and COUNT don't appear to work correctly for properties which are numbers set as a percent.

For example, if I'm looking at 4 data points, 10%, 20%, 30%, and 40%, I would expect:

MIN aggregation = 10%

MAX aggregation = 40%

COUNT aggregation = 4

But what I'm getting is:

MIN = 400%

MAX = 400%

COUNT = 400%

It's clear that the COUNT is calculating correctly but rendering wrong — 400% is equal to 4.0, after all. But the error on MIN and MAX I can't explain at all.

[HarshAppknox]

We are using multiplke currencies while company currency is USD. The insights show me in $ for these but the the representation is in Cr, Lakh, Thousands which is different from how we read USD in general and becoming difficult to absorb all of these insights. Need help with proper Million marking which was previous to we added multiple currencies in our pipeline. Addition is right but representation is making it difficult to absorb.

Thanks,