Great minds think alike

When hubspot reports show a breakdown they use different colors to represent stages or sales people.  I'd like to be able to assign a color as a specifc stage or user across all reports for consistency.  ...read more

I want to create a report in the following format: LOB is a property at the Deal level used to categorize deals. We want to set a target value for each LOB at the beginning of the year. As soon as a deal is created under an LOB and is marked as won, the report should display its revenue along with the shortfall against the target. Is it possible to achieve this?   ...read more

I think being able to customise the colour of the background of a report in dashboards would make segmenting and grouping reports much easier visually. Instead of having to flick between dashboards, you could have them all on screen at once to make the data easier to read and also segment the data via colouring.  Thanks ...read more

It'll be great to have this functionallity so we can have more powerful insights within HubSpot. ...read more

Monthly forecasting frequency options are based on something like the first monday of the month. But dashboard email scheduling can only be based on specific dates in the month. This means you can't push a Forecast dashboard report out the day after a forecast submission due date on a monthly basis to update stakeholders.   Please allow email scheduling for dashboards to be "first/second/third/etc." "specific day" of the month, i.e. 1st tuesday of the month, following the forecast being submitted on 1st monday of the month. ...read more

Currently when we add any existing properties as a dashboard quick filters, the only available operators are  "contains any of, Is Known, Is Unknown and Doesnt contain any of" Its missing "has ever been equal to, has ever contained" This is crucial to track historical data! ...read more

It would make filters much more flexible to have the custom filter rules option (which is already available in Reporting) available in Segments and Workflows.       Even though we now have the ability to group filters in Segments, it is limited.    For example, we are unable to easily do a filter like   1 AND ((2 AND 3) OR 4)    Currently, the only way to do such a filter would be    1 AND ((2 AND 4)) OR ((3 AND 4))   Real-world example: Number of open deals = 0 AND Company last contacted 30-90 days ago OR never contacted   Here is what it should look like to have the most intuitive logic/filter grouping:   Here is the filter currently needed: With this, the overall goal of the filter is not immediately obvious, and the filters get confusing the more of these types of filter rules there are.            ...read more

Description: We’d like the ability to build time-series reports where the X-axis is a date (e.g., month-year) and the Y-axis shows multiple lines based on different date properties from the same object. Today, in the custom report builder, the X-axis can only use one date property at a time. That means we can’t directly compare two different date properties as separate lines on the same time axis. Example from our use case: On our customers (or deals), we track two custom date properties: Target Go Live Date Expected Go Live Date What we want is a line chart where: The X-axis is grouped by month-year The Y-axis shows, for each month, counts based on: Line 1: records with a Target Go Live Date in that month Line 2: records with an Expected Go Live Date in that month This would let us see visually, over time, how our “target” timelines compare to our “expected” timelines, and where things are slipping or bunching up. Other common examples this would unlock: Estimated Close Date vs Actual Close Date Contract Start Date vs Renewal Date Planned Launch Date vs Actual Launch Date Right now, the only workaround is to: Build separate reports for each date property, or Use goals/reference lines or Compare-by (which doesn’t truly solve the “two different date properties” problem) These workarounds don’t give a single, clean, side-by-side visualization of two date fields over time. Requested enhancement: In the custom report builder (and ideally also in single-object reports): Allow multiple date properties on a time-based chart by: Keeping one date property on the X-axis, and Allowing an additional “Date series” or “Compare date properties” slot which lets us plot counts/values by other date properties on the same continuous time axis. Each date property added would appear as its own line/series (with its own color) for the chosen time grain (day/week/month/quarter/year). The chart configuration should let us: Choose the aggregation (e.g., count of records, sum of amount, etc.) per date series Group the X-axis by month, quarter, or year (or use Date part/Frequency as today) Why this matters: Makes it much easier to understand schedule risk and slippage at a portfolio level Reduces the need for multiple reports/exports and external tools just to compare date-based milestones Aligns with how many teams think about project, onboarding, and sales timelines (planned vs forecasted vs actual) Success criteria: I can build a single line chart where: X-axis = month-year Y-axis = count of records Series A = Target Go Live Date Series B = Expected Go Live Date Both series render on the same chart without needing to duplicate datasets or hack around with goals, and can be filtered like any other field in the custom report builder. ...read more

Hi there,    As a HubSpot user, I would like to analyse forms and their submission in the custom report builder. This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall's  solution to this only works to a limited extent for our use case: "The best place to analyze form submissions is in the Form Analytics page (Analytics Tools > Forms)" What we need:   Filter submissions (e.g. by lifecyclestage of the contact) Further data on submissions (e.g. on which website took it place). Further options for graphical representation. Currently there are only Area, Column and Line. Drill down from the report to the individual contact. Similar to almost all existing reports, a table should open when the report is interacted with. At present, the report only links to the form. And most importantly: A report that depends on the exact time of the submission. First and recent conversion are too imprecise for this.   ...read more