Make reporting on parent and child teams possible

Quantilope_Mat

Hey all,

 

As recently raised with the HubSpot support the current structure of teams in HubSpot makes it nearly impossible to report on parent and child teams.

 

Let me give you a quick example of what that means.

 

Given you have a parent team, let's say "Whole Company".

Given you have multiple parent teams, let's say "Squad 1" to "Squad N".

Given all companies, contacts and deals need to have an owner (as in one person).

 

If you now want to do any kind of reporting or workflows, HubSpot will always only have a 1:1 connection between an entitiy and a team.

This means you can not build one reporting for the "whole company" and one for each squad, as the company, contact or deal will always be "owned" by just one team.

 

What I suggest is that the "team" property be either a multi-select option or is herited from the owner property (If a person belongs to both the "whole company" and "squad 1", so will the companies, contacts and deals that are owned by him/her).

 

What do you think?

 

Best,

Matthias

6 Replies
MyCaptain
Participant

This is a must needed feature in reporting, otherwise the hierarchical teams just don't make any sense. 

Redens
Participant

I agree. I'm trying to set up dashboards for managers in one tier with child teams and then dashboards for directors in a higher tier for the parent teams that must include the child team information. Right now, this is impossible to do. I can't even export the information to do it elsewhere (excel)... but the whole point of us getting HubSpot was to break free of all the spreadsheets. So, now I can't do the proper reporting anywhere.

ZCummings
Member

I 100% agree!

 

You should be able to add a user to a parent team and to a child team then use the reporting functions to drill down. 

 

For example.....I have a sales team of 50+ reps and they are all part of the parent team. Each team has 10 reps but I'm not able to add them to a child team if they are part of a parent team which makes me not able to report on the child teams. It defeats the purpose of child teams. This is a must-have feature for reporting!

JPercival
Member

I agree. There is a need to report on parent/child relationships. For example, all deals related to a parent company deriving from the child companies. 

MMGF
Member

I need to create parent - child reporting on deals too.  Following this....

KDenno
Member

I also need the ability to report on child teams that are part of an overall parent team. I have teams of sales people who are responsible for spefici product lines, but at this point I am unable to drill down to report on the child teams... THIS IS EXTREMELY NECESSARY. Following...