Great minds think alike

The 'Deal Change History Over Time' stock report has no way to show changes for deals that don't have a 'Close Date'.   One would suspect that when 'All Data' is selected for the filter 'Deals Expected to Close' that it would in fact show all deals. Instead, it only shows deals that have a close date in the past. The language doesn't make sense. And I also can't see deals that have had changes to them if that deal doesn't have a close date. ...read more

Buenos dias, como estan?  Urgando un poco en los reportes con la necesidad de hacer un cruce entre las actividades realizadas por mis Reps, los negocios creados y lo cierres realizados con la ayuda del equipo hubspot nos dimos cuenta de que no tenemos un reporte que pueda medir la efectividad en % de la cantidad necesarias de tareas que tiene que realizar cada Rep para lograr cerrar un negocio.  Haber si me explico mejor, no contamos una funcionalidad enlazada que nos permita visualizar X cantidad de actividades, generaron N cantidad de negocios y cerraron Y cantidad de ellos.  Seria bueno poder tener un reporte para poder medir mejor las efectividades de muestros Reps.  Espero sirva el comentario. Saludos ...read more

For the Sales Analytics (activities) report, we could do a deeper dive into "Email sent to contact" to show the difference between emails sent through sequences and emails sent directly to the contact. This would be useful as some companies measure their sales reps' KPI by the number of direct emails they sent instead of the emails sent through sequences, which can be bulk sent.  ...read more

Good Afternoon,   I recently submited a support ticket when I was trying to set up our sales goals for the year. The company I work for only sells 5 models of a product, for our company we track our goals through product sales as each of those product has a wide cost margin and the price can vary greatly, and we do not want to overwhelm our fab team with 100 of the cheaper product. My idea is to be able to set product sales goals vs. the existing revenue and deal goals. ...read more

I am really struggling to provide accurate metrics to my senior leadership team since the numbers in my HubSpot reports do not match. The bread and butter of my lead gen numbers are the submissions from a specific form designated for Requesting an Invite. I have recently come to the conclusion that these form metrics include duplicates submissions, even for contacts that submit it with the same email address. There is no way to view unique submissions for any of the form reports. I cannot recreate the form reports elsewhere in the system without duplicates, or export the data from these reports to remove duplicates manually. This seems to be a basic necessity, and I am sure almost every customer you have could benefit from providing this data. I am not sure how I am supposed to report accurate metrics to my team without it. (Total Leads, Conversion Page, Leads by Source).  ...read more

In our support inbox we have chats and e-Mails. We seek to have data about reply time, time for first reply, time from first reply until closed, conversations held per user etc. for our staff, that is not particularly looking at the channel but accumulates them all: E-Mail, Facebook and chat etc. ...read more

The system calculates time from the second a new chat was started until it was closed. Our chatflow is open 24/7, but we let customers know office hours are 9-17, so if the bot can't help they'll have to wait. Now, in the reporting, there should be a setting "only calculate time between 9am and 5pm CET", since the work speed of our staff is actually much higher than reported by Hubspot if you take that into account. So the gain would be accuracy.  It is not a solution to only activate chat when we are online. ...read more

To filter web analytics you need to create an 'Analytics view'. However this view only works with data gathered after this view was created. It would be nice to be able to filter these overviews with hystorical data without having to create seperate dashboards for this. ...read more

I'd like the ability to filter email engagemement reports by email name, in order to analyze campaign specific marketing emails together and show on a campaign specific performance dashboard. ...read more