Gute Ideen sollten geteilt werden

For the campaign "Revenue Attribution," it would be helpful for us to filter the deals that show, for instance, only having it show deals with the "deal creation date" being after the campaign date instead of all-time deals. ... Mehr anzeigen

There is currently not a way to add CTA reports to a dashboard and one must go into each individual CTA to view performance. This is very inefficient.  ... Mehr anzeigen

Currently there is no easy way track the 'coaching' activity of managers on recorded meetings. We want to give easier access to what they have done, and where something is needed. For example: when did I leave a comment last, on what call was it, of which team members  have I not listened to any calls yet? Have insights on those activities will help build a more coherent and impactful cadence on actual coaching. You could build something with Views, but it's a hack at best. Some actual insights would help to chase the Sales managers on their coaching activities would go a long way for accountability and rep improvement tracking. ... Mehr anzeigen

A report that tells you the best day and time of day to send emails would be incredibly helpful. It would aggregate data from all past email sends in your account to gather the result. The "Industry Standard" recommendations are fine, but I'd like to know based on our actual sending history. We have thousands of emails, so compiling a report of aggregated data should be a feature. It would be incredibly helpful.  ... Mehr anzeigen

Our company, along with almost all retail companies in the US, leverages a standard retail calendar - either 4-5-4 or 4-4-5, meaning that each month starts at the beginning of a week and ends are the end of the week regardless of the date, so January is 4 weeks, Feb is 5 and March is 4, etc. This allows us to report and roll up weeklies easily. It also allows for much cleaner YOY comparisons.  We also start our weeks on Sunday and need reporting to align. Salesforce defaults to a Sunday start and doesn't let you report Monday to Sunday, so our weekly reports can NEVER line up since you are the opposite and start on Monday. There should be a way to define weeks and months (or fiscal periods) in the calendar so all reports leverage those definitions. ... Mehr anzeigen

Currently datasets are locked to the datasets tool and are not accessible to workflows or other objects.    Datasets can be collections of data for a specific object or record, it would be really powerful to be able to use datasets within workflows to copy the dataset value to a contact property, or to automatically be able to copy a dataset value to a contact property for use across the HubSpot tools.  ... Mehr anzeigen

When working with analytics views it would be useful to enable these to have a "contains ANY of the values in the URL path" but right now it's only an "contains ALL of the values in the URL path" which isn't very useful.    E.g. when regional reporting is desired, e.g. APAC would include .ph OR .th OR .vt OR .kr OR .au OR .nz etc.   Or BeNeLux would include /nl-nl/ OR /lux-fr/ OR .be ... Mehr anzeigen

You have tracking terms from phone calls using Converstion intelliance.  It would be awesome to track terms in chat too.  ... Mehr anzeigen

Submitting this on behalf of a customer! Currently in the Sales Analytics tools, we are able to see the total tasks completed, a key indicator we aren't able to see is the task completion efficiency, i.e. the amount of time it takes a user to complete a task.   I did see that we now have a Task Completion Date property available in reports - but without the Task Created Date property, or a Time Taken to Complete Task property, we aren't able to see how efficient a user has been in completing their tasks.   As we are able to see indicators like Average time to close ticket, would it be possible to develop reporting such that we can see Average time to complete tasks? ... Mehr anzeigen