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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).
More specifically: I want to create a dashboard of various parent companies, tracking the progress of client status (yes/no) of the children.
So if there are 10 children in 1 parent, and 6 of those childres are clients, 4 are not, I want to create a pie chart demonstrating 60% vs 40% client vs non-client of that specific parent. I want to use this to track progress within my account management.
I agree - this is a must have! If we have child & parent associations, why can't we report or pull lists.
An example that came up today is that our partner success manager wants a list of all companies with a child association to a specific parent company. Not possible!
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