The Reports feature in Hubspot is great, but I have found a limitaton on stacked columns when wanting to generate a diagram for all values in relation to 100%. Basically I want to get stacked columns which are all the same height and the values are relative to their base value. In MS Excel this feature is already availible and in my opinion it shaves the process of figuring out in which relative context the next column is to the column im looking at. All this may look very cryptic at the first glace, this is why I've attached screenshots below to further elaborate on the idea.
Who (what type ofroleorteam) is the feature for? This feature could help management to see at a glance which properties sales employees gave in relation to all companies of their ownership.
What is theirgoal? The goal is to have a quick comparison to a benchmark.
Whatvaluewill this add? This feature could help management to get a quick overview over data but also help to compare two columns to each other.
Are thereexamplesof other places or products who have this feature? In Excel there is a feature called "Stacked Column Chart (100%) which does exactly that.
Screenshots are attached: What is possible with Hubspot:
Hey all! This is now available, you should now see "Percent" as a stacking option when customizing a Report. Check out this Product Update for some more details. Glad we could get this one out there!
This is possible through the integration with Power BI, which has the same capabilities for charts as Excel, but so much more.
I would still love to see this feature native to HubSpot reporting, I think it would be a huge win for teams/customers who have used Excel to generate reports for numerous years and it breaks the leadership team's brain to see HubSpot reports. The struggle with buy-in on HubSpot reporting is real. I can't count the number of times I have had to export HubSpot data to create the Excel version of the exact same report, just so it would look like reports from other departments or past years...
Stacked column bar charts should be a basic functionality for reports, for anyone involved in sales where you want to display the proportion and totals of cumulative sales, backlog and sales forecast, on a monthly basis.
+1 We absolutely need this. It's impossible to evaluate the evolution of ratio's otherwise (e.g. the ratio of persona's or lifecycle stages over time). It seems indeed that this functionality already exists in the backend.
Same here, I would like to see a trend in sources of deals over time. To do that I have week of deal creation on the x-axis and count of deals on the y-axis, broken down by source. This is already insightful, but in order to really see a trend, I would like to show the count of deals per source as a percentage of all deals created in a given week. Ergo: a 100% stacked bar chart (or 100% stakced area chart).
This is actually possible under Chart Settings - provided you choose Custom Report Builder and NOT Single Object, despite the fact that the data (in this case Deals) is a single object. This feature and many others are not available if you create a report as Single Object. All features should be the same.
Hey all! This is now available, you should now see "Percent" as a stacking option when customizing a Report. Check out this Product Update for some more details. Glad we could get this one out there!
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