HubSpot Ideas

Msyvrais

Filtering Forms -> Improvements needed

Larger organizations need better ways to report on the performance of forms or filtering criteria in workflows. 

 

Currently, if I want to gauge out how well a form is performing but I only want to look at how many submissions are for a sales form I have to

-ensure the name identifies the type

-manually add these forms to a list (87+ forms)  **Make sure you don't miss one, or add the same one twice**

-ensure the date range is submitted between Jan 1 2022 - Dec 31 2022 for EVERY instance

 

This still only results in a number I can't trend this data by submissions per month or see the performance year over year - this is critical for understanding customer behavior and trends.

 

We would love to see the ability to easily identify a form type, Sales form vs. Lead generation form (they carry very different weight in the sales cycle) and also be able to easily report on these without having to manually add each and every form, maybe something like "Form Name Contains" XYZ for example.  

 

1 Reply
TomasKristiansn
Member

Yes, yes, yes!! We need this!