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Strangely this is not an easy, straightforward report to build, nor is it an out-of-the-box report. After much experimentation, I've been unable to create a simple report that shows the average time Deals spend in each stage. Similarly, I've been unable to break this down into a single report for each individual stage. It would also be great if such a report could take into consideration those Deals that are still in their current stage, rather than have passed on to future stages, so you could get a real-time view of your current pipeline. This would be a great report to have available for our clients and I'm sure many others!
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When sending an email directly to a contact, I am unable to attached "documents" that were uploaded. Ideally this would be possible. I understand why creating a custom link might be attractive for tracking purposes. If this is "the way", then this feature request turns from being able to directly attach uploaded "documents" to having a button that auto-generates that link and inserts it. Image on the left is creating an email, image on the right is a template, note the ability to add a Document:
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As we as an international company have several local / national marketing teams sharing one HubSpot account we came across some difficulties in the social settings. Right now, users from all countries see the list of all social media accounts that are connected in HubSpot. This means, they have to search for the right account every time when creating a post. Also, it happens that they accidently pick the wrong account. On top, they cannot pick their accounts as a "default account" as this would affect all users. The background on this: We have more than one user in each country who is responsible for publishing social posts. Ususally, social accounts are either connected by one local team member or a corporate team member having admin rights. This leads to the problem that we cannot enable the user permission "their accounts only". We need to enable the setting "all accounts" as well as the "share" checkbox. Only this way we're able to make sure that local users see their own accounts and can publish posts. It would be great if HubSpot could solve this issue by extending the social settings. Here, we would need the option to give social publishing rights based on team memberships or country belonging. At least for the enterprise licence that we are using. Thanks Veronika
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We are trying to report on at what time our customers/leads are writing us on the live chat to adapt the availabilities of our staff. While it is possible to run this report manually (the export will tell you the time in the 'create date', not having this data up-to-date in our dashboard makes reporting more inconvenient and complicated. This would be amazing to have.
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I just want to make sure we can easily backup all the playbooks published on our HubSpot account. I t's really easy to edit everything directly on HubSpot and then I always forget to update the original file! Also I have a fear of deleting a playbook or update something and unable to find the previous version... So in summary, backup and restore function would be AMAZING. Thanks.
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It's an unusually missing feature, but the report builder is only able to show totals on summarized reports, but not on unsummarized. This means for many Deal or Company based reports in which you need to show the individual records, and so need to use an unsummarized report, you can't also have a total field at the bottom. This is particularly useful when Deal values are involved! I've tried a few variations and it's just not possible, and after speaking to support they guessed it was an unintentional UI issue to be looked at, and raised it internally. This was for a particular client use case, but I can imagine most teams could benefit from being able to add totals to their unsummarized table-based reports! Please add the ability to have totals on unsummarized reports in the reporting dashboard.
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We've just implemented HubSpot as a CRM for one of our clients, who needs to be able to send a version of their dashboard to their investors. After working together to set up a series of reporting dashboards, they've found getting the various reports they need to deliver very fiddly and limited in all formats - from in-email to emailable PDF - and finally had to settle for printing the screen as a PDF and sending it on manually! It gets particularly tricky with table-style summarized/unsummarized reports, that can span over multiple pages on an individual report. Reports can get split across pages, and the output is quite basic. More customization on how the emailed PDF is populated with the reports is needed, how the individual reports look in the PDF, and the ability to send them to internal/external stakeholders that don't have HubSpot access. I'm sure they're not the only organisation that could benefit from such an improvement, as the need to deliver quality reports is a key requirement for most teams. PS. It would be nice for them to be able to add their logo to the dashboard and PDFs too!
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I can no longer re-order tasks within queues which was very useful. I contacted support and was told this feature has been removed to make way for other functionality within tasks, but would be useful if it could be added back in some way.
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It's an unusually missing feature, but the report builder is only able to show totals on summarized reports, but not on unsummarized. This means for many Deal or Company based reports in which you need to show the individual records, and so need to use an unsummarized report, you can't also have a total field at the bottom. This is particularly useful when Deal values are involved! I've tried a few variations and it's just not possible, and after speaking to support they guessed it was an unintentional UI issue to be looked at, and raised it internally. This was for a particular client use case, but I can imagine most teams could benefit from being able to add totals to their unsummarized table-based reports!
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I've uncovered quite a major flaw in the workflows tool, which severely hinders the ability to create effectively functioning, always-on workflows for B2B companies with a global audience. If you want contacts to only receive emails on weekdays, and during work hours in their respective timezones, you have to restrict your pause steps to 7 days, or risk sending your contacts emails in the middle of the night! Given that you need the emails to be able to deliver emails 24/7 (it's always business hours somewhere!) during the week, but not on weekends, it's the setting of these executable windows for workflow actions where it all falls down... If a contact enters such a workflow at 4pm UK time on a Tuesday, receiving an email and going into a 5-day pause step before email 2, they will reach Sunday and wait for the sending window to open again - which in this case would have to be just after midnight on Monday morning, to account for contacts in different timezones. This would cause that contact to receive an email in the middle of the night! WE NEED the ability to allow contacts to enter the next step at the same time as they entered it, rather than having emails triggered as soon as the window opens. The current functionality only works if your audience is all in one timezone, and so you can set specific email windows such as 9am-4pm. If you have a global audience, a set time window cannot be used. So... that only leaves us with two, quite undesirable options! - Set them to weekdays only, contacts begin dropping in naturally in their various timezones, and some pass through fine, but others reach the weekend, and as a result receive an email at a bizarre time on a Monday - Set all the pauses in the workflow to be a 7-day step, so the emails are guaranteed to be sent on a weekday AND at an appropriate time related to their location, but severely limiting the flexibility we have with pause steps in the process. It looks like the latter is the only option at this time. Please review this oversight, as it is severely limiting for all companies with a global audience!
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