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!
The ability to do calculations within reports rather than only within custom properties is very much needed.
My sales team is asking me to build very basic reports that can't be built in HubSpot because they require simple calculations that can't currently be done.
Huge feature. Here is a specific use case. We have a custom object with event registrations / attendences. Would be great to have a calculated row in a table report to see % of attendence.
We require a custom calculation in reporting that will show total deal close % by deal owner, ie. "Of those deals created by a Deal Owner, what % of them were won?"
I too would like to indicate how useful this would be. We want to show some basic calculations, but across two different objects. I have already set-up a dashboard with the numbers from the two objects and just wanted to do a calculation against the numbers, however this is not possible. We are weighing getting Operations Hub to access Datasets, but found out that we will not be able to do this with datasets either. Datasets only allows calculations on properties on the same object.
