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).
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.
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!
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.
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...
HubSpot Support Rep here. I just spoke with a customer who was seeking the same thing and we came up with a workaround. I wish I could tell you why this works, but it seems to have worked to show the number of child companies per parent companies and when clicking into the bar (if using a bar graph) or a number (using a summary graph), you can see all child companies to the parent company. Here are the steps:
Create A Report Single Object > Companies Data: Parent Company, Count of Companies Displaying: Parent Company Measured By: Count of Companies Filters: Create date is all time/ Parent Company is known
We were able to get a list of the parent companies and when clicking into the summary number see all their child companies.
That's definitely a MUST HAVE feature. Currently the Parent/Child company segmentation is just for organizing purposes. Which means that if I have 3 companies (Company A, Company B, Company C), I can move the Company A as Parent and the other 2 as Child companies. However, they have exactly the same dynamic in terms of properties and reporting.
We should have an extra layer that will group Company A, Company B, and Company C to the Main Company X which will store information from all 3 child companies.
Absolutely - this is data management & reporting 101. Please HUbSpot we absolutely need to be able to report on Parent teams with the choice to show their nested teams data as spart of the parent team or separateley as is currently the ONLY option. How do we present data to stakeholders without being able to simple show the parent team hieracrchy, including all the nested team data in these reports!
Regards
Shaun Seeff
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