Making calculations within reports or dashboards

[FernandoElias]

It'll be great to have this functionallity so we can have more powerful insights within HubSpot.

[FernandoElias]

Hi everyone! My name is Hallie, and I'm a Program Manager on the CXM Team. The product team confirmed that this is rolled out to a portion of accounts now, and will be rolled out to all Pro+ accounts by tomorrow. Enjoy! 😊

[FernandoElias]

Hey all, working to improve this beta! Big change, the previous limits to this functionality have been sigificantly improved, now all Pro+ (so anyone with Custom Report Builder access) can create up to 5 Formula Fields per report, no more limit on the filtering and formulas in them. We are going to be making some more UI changes soon to make it easier to use, but I know this has been a big point of contention!

Please don't hesitate to message me if you'd like to provide more feedback. Thanks!

[FernandoElias]

Hi @Patrick216! This should be available under "product updates" in your account here. It's specifically called "Formula Fields now in Custom Report Builder" 🙂

[FernandoElias]

Hello 🙂 My name is Hallie, and I am an Associate Program Manager on our CXM team. I'm happy to share that the ability to create formulas in the custom report builder in Beta, and available for Marketing, Sales, Service, Content, and Operations Hubs, Professional & Enterprise tiers! We have a Knowledge Base article with more info on how to use this feature, and how it works.

Please continue to share feedback as you use this feature, because this will help our teams continue to improve the functionality of the tool. Thanks everyone! 

[SFyrand]

Much needed!

[tomwright1982]

Looks like Hubspot product team answers have been deleted from this thread. Can we get an update please? Thanks.

[SMathiasen]

Hope this could be realeased soon! We have all this data and it's sad not to be able to make a report indside Hubspot

[filozopp]

Definitely! We need to get some ratio reports like Deals/Meetings or Meetings/Sales Activities, but there is no way to do this.

I can count it even in console, but we need this data in Hubspot for our management instantly in reports.

[amandafann]

I would use this on many reports to calculate averages, conversion rates and percentages in the custom report builder! Looking forward to seeing this. 

Additionally, it would be helpful if there were a place to input specific numbers that you'd like to use in your calculations. In my use case, I'd like to add benchmarks calcuated from outside sources, such as last year's conversion rate, to use as a comparison to show progress so far this year. 

[Thomas_Vanguard]

This is becoming a critical feature. 

In the absence of calculating properties in Line Items we can't show special prices given to clients (Unit Price - Discount) because the Net Price automatically includes the Quantity. This feature would enable us to circumvent this by dividing the total by the Quantity to give us the Special Price.

[MissTipsi]

I mentioned it in another idea but seems relevant here. Funnel reports right now are really really poor.

In a single report I want to be able to see

# Leads from given source(s) created in a given timeframe
# of those leads became MQL
# of those leads became SQL
# of those leads became Opportunity
# of those leads became customer

and stepwise conversion rates. 

I'd also like to be able to do this with Lead Status and not just Lifecycle stages. e.g # Leads that ever had Lead Status A who ever reached Lead Status B. Obviously being able to slice and dice by source, create dates, owners, form submissions etc.

Then in relation to tables being able to display as a % instead of a value.

[ELiao]

Please! really need this feature:) thank you!

[fannykuhn]

Yes, I def agree. We want to, for example, calculate retention rates based on lost deals and closed deals and there is not a way to get this calculation to show in one graph (I had to make two and have to export/manually calculate the difference). 

[OLS-JPang]

Hi all, I think we've been heard.

https://app.hubspot.com/upgrade/3351797/datasets

Anyone else getting ideas about how they could use this?

😁

[Thomas_Vanguard]

For those unable to view @OLS-JPang link: Here's the article. 

The article says it's available on all Professional and Enterprise Hubs but checking in a client account it's saying it's unlocked through Operations Hub Enterprise.

I think it's a bit rough that basic calculations aren't available in Professional and Enterprise across all Hubs.

[MissTipsi]

Had it confirmed by CSM that Datasets are only part of Operations Hub
Enterprise for the time being. The reference to Professional and Enterprise
tier across hubs is in relation to Custom Report Builder access.

So we will be waiting a while longer...which **bleep**. I agree that it should be available across professional tiers, could maybe stomach having to pay for the reporting add-on but not operations hub. Solely on this decision it would seem they are putting more emphasis on being able to define the datasets across teams etc, which I can see the rationale for, as opposed to on the basic functionality of calculated fields which should really be table stakes.

[JulianTEC]

Even something as simple as

Today's date - Last Activity Date = Days Since Last Activity

[Matthewk12]

Agreed, I really want this.

[devHrfh]

This is incredibly frustrating to not be able to do some simple date comparisons to filter or isolate data. Would love to see this get properly built out.

Thanks!

[KJones53]

Agree this needs to be a feature in the Dashboard.

[SvonAppen]

Would be great to have that report calculations soon!

[OGrushetska]

Agree, very much needed!🙂

[lodonovan]

Agree this is much needed. Currently doing manually calculations but having this on my dashboard would be ideal. 

[Andrepp]

Ajudaria bastante minha empresa tambem 🙂