Historical Performance Reporting - 'Time-machine like' feature for reports
Hi HubSpot crew!
A lot of our clients (we're HubSpot partner agency), especially our C-level contacts request to see historical data / development of reports over time, instead of only analyzing the current data based on the parameter that are true at the time of the report being pulled.
In other words: Currently the report will only run the current data at this current time. But they want to compare how this data has evolved over time.
We want to see how the lead scoring developed over time (What was the score at Jan, Feb, Mar, ect)
How many users had that property X with value A at that time (even if they don't have it anymore now)
How was the conversion rate from SQL to Customer at Jan, Feb, Mar etc. - how is the conversion rate developing over time...
... and much more use cases.
Currently we pull automatically generated reports on a daily/monthly basis and compare them. Or we create multiple reports and copy data into new properties such as Q1-20, Q2-20 etc.
But it would be much easier to have this data directly within the report. Either via a 'time-machine-like feature' where a can load a snapshot of a report on specific date. Or in another, more sophisticated way.
Any thoughts, inputs appreciated. I'm happy to provide more use cases.
Greets from Switzerland.