Las grandes mentes piensan igual

ABischoff · ‎ene 4, 2022

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.

TCremeens · ‎jun 1, 2023

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.

JDunn6 · ‎ene 11, 2024

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.

PSterkenburg · ‎ene 30, 2024

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.

AHS2024 · ‎feb 28, 2024

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.

TomM2 · ‎oct 20, 2023

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.

SSegundo · ‎sep 27, 2023

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

G-Latts · ‎feb 24, 2022

The list of organic social sources is currently different than the list of Paid Social Sources. The most notable example is TikTok, which is currently only available as a source under Organic Social. This means any paid ads running on TikTok won't show up properly in our traffic source Drilldowns. Please add TikTok to the list of Paid Social Sources.

SaraP · ‎mar 10, 2023

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?

KKolvoord · ‎may 15, 2023

I'd like to be able to understand how deals are moving through our deal stages. The current deal funnel report is not showing the conversions from one stage to the next and you can't easily see if a deal is skipping a step. It's basically just a list of deals sorted by the stage it's currently in. It doesn't give me any actual insights. (*If you choose to show deals that have moved through all stages, you do get to see converstion rates, but only from deals moved thorough all of those stages. You cannot see rates for deals that were closed lost from stage 2 or see if deals are skipping stages.) Would love to see a sankey chart journey report (similar to customer journey reports currently available) that shows how deals are moving stages through pipeline. Are there certain stages where deals are more often to be closed lost from? Are deals skipping any stages, or even moving backwards? What is my conversion from one stage to the next? Ideally, you would have access to filter the report by all deal properties (owner, type, close date, create date, etc.)

Las grandes mentes piensan igual

Create CTA Reporting

Report for Best Day and Time to send

Campaign Feature

Conversational Intelligence: Tracking Coaching Activities

Set Account Calendar Defaults for Reporting

Allow for datasets to be used in workflows and objects

Add ANY of these in the URL Path criteria in analytics views

Add TikTok to the list of Paid Social Sources

Task Reporting: Completion Efficiency

Deal Stage Journey Reporting

Entregado Recientemente

Recientemente en Beta