Great minds think alike

Currently, in HubSpot, we can see who last viewed a report or dashboard, but we don’t have access to a complete view history. This limits our ability to analyze how reports are being used within the team, especially in areas like Sales and Revenue Operations, where understanding which reports users engage with is crucial for daily management. It would be extremely useful to have a metric that records: Who viewed a report or dashboard. How many times they viewed it. The date and time of each view. This feature would allow us to measure user engagement with reports and make data-driven decisions to optimize dashboards. HubSpot support confirmed that while this option is not currently available, the platform does track the last view, which suggests that a log might exist in the backend. Would this feature be useful for anyone else? Please upvote and share your thoughts so the HubSpot product team can consider adding it to their roadmap!   ...read more

In the Sales Workspace there is a tab which allows users to add a single Dashboard to their view, however unless the User has Create (and Edit) access for Dashboards/Reports in HubSpot, they are prevented from being able to add a Dashboard.   This makes no sense, considering that with View access, they are able to view any Dashboard that they have access to otherwise.    I want to be able to enable my Sales users to add a Dashboard to their workspace, but I don't want to give every user the ability to create their own Dashboards and Reports, as this will end up in duplicate and/or unneccessary reports and dashboards being created and just add to the administrators trying to keep our HubSpot clean.     ...read more

When using HubSpot lead score, it would be beneficial for sales representatives to be able to pull a report showing their contacts with a positive lead score change in the last X days. Or on the flipside to show their contacts who they may consider to be a "good target" or in contact with about a deal that are losing intent and decreasing their lead score.    Currently, you can only pull a report on contacts where the lead score has been updated in the last X days, but it provides very limited information. To learn more, you have to manually review each contact to see the positive or negative change and which features impacted the score.   As a sales rep, if you manage a large list of contacts and your score has built in time decays, then the list of your contacts with a changed score weekly can be large and hard to manage with no way to filter or sort the data.  ...read more

Hello Team,   I am trying to build a unique report based off of responses we sent to customers. The type of ticket they send in may differ, but the response from the representative after interpreting the request will be the same. I am looking for a way to build a report either off keywords a representative have sent in response to a ticket, or even a simple one such as snippet/template used and how many times. It seems when building a report off of tickets, i am unable to do so and it will only allow me to search just the ticket title or description. Is there a way to accomplish this that i am missing? ...read more

The function to share reports with other users is very nice. That said, it creates a lot of confusion as to who shared the report with me without being notified of which user shared the report. Can you please add functionality to include the user who shared the report within the email that is sent to me? This makes it easier to troubleshoot any issues or get more information from the user requesting the changes.  ...read more

We need the ability to combine data from "Ad Performance Metrics" and "Ad Interactions by Contact" in a single custom report.   Currently, these two data sources cannot be used together, limiting our ability to gain comprehensive insights into our advertising efforts.   This feature would allow us to: Analyze ad performance alongside individual contact interactions Create more detailed and insightful reports on our advertising campaigns Save time by eliminating the need to cross-reference multiple reports Implementing this functionality would greatly enhance our ability to measure and optimize our advertising strategies within HubSpot, and provide a more holistic view of our advertising performance. ...read more

What I need is a report that includes all contacts, grouped by combinations of: Original Traffic Source Original Source Drill-Down 1 Original Source Drill-Down 2 Each combination of those 3 fields should be treated as a single group. I want to see how many contacts fall into each of those unique combinations. For example: Paid Social > LinkedIn > authorization_ebook = X contacts Paid Social > Reddit > authorization_ebook = Y contacts Organic Search > Google > pricing_page = Z contacts ...and so on for all combinations in the system. Ideally shown as a bar graph with one bar per combo. Currently the Hubspot support shared that this report is not possible to create in Hubspot. They said "thanks for your patience as I was checking this for you, we dont have a feature at the moment wherein we can create groups and have them show up in one single report ; The closest we can achieve is one report for each group and then displaying them side by side on a dashbaord". Since we have many different combinations, and thus groups, seeing them separately in one dashboard is very inconvenient. ...read more

To allow Goals on any Custom properties Goals have improved greatly, however, this feels like the next logical step.  For example we have custom properties on Contact for Response code and on Deal Marketing Channel. We really to set goals against each option of the property and see month on month and year on year development.  To easily see our Targets VS Actual.  Woould love to them bring these into reports ...read more

Hello, team! Hope you're doing well.   I’d like to know how I can create a report that displays the average number of deals created per day. This seems like a simple metric, but I realized that HubSpot does not currently provide this functionality. I reached out to the support team, but they also confirmed that they couldn’t assist me with this request.     This feature would primarily benefit HubSpot administrators, sales managers, and operations teams who need to analyze deal creation trends in a more precise way.   The goal is to allow users to automatically visualize the average number of deals created per day for a given month within HubSpot reports. For example: In February, we created 500 deals over 28 days. The average number of deals created per day should be 17.8 (500/28). This metric is critical to our operations because it allows us to understand whether we are meeting our expected daily deal creation rate or falling behind.   Additionally, this calculation should be available for the "This Month to Date" reporting function. Instead of using the total number of days in the month, the calculation should be based on the number of days that have passed since the start of the current month. Otherwise, the metric would be completely inaccurate, as using the full month’s length would misrepresent real-time performance.   Currently, I can use value properties to calculate similar metrics, but they don’t help in this case, as I only need to know the number of deals created per month and their daily average. I also tried using the reference line feature in HubSpot reports, but this does not provide the correct calculation since it refers to a reference metric, not an average.   Additionally, I attempted to create a custom property called "deal count", where each deal with a creation date is assigned a value of "1". However, when adding this property to a report and selecting the "average" calculation, HubSpot returns an average of 1, since both the highest and lowest values in the dataset are 1.   Despite being a basic calculation, I haven't found a solution for this within HubSpot, even after contacting support and experimenting with custom properties.   Other CRM and analytics platforms, such as Salesforce and Google Data Studio, provide built-in options to calculate average deal creation rates over time. Implementing a similar feature in HubSpot would allow sales and operations teams to monitor trends, optimize sales performance, and adjust strategies accordingly.   In addition to the average calculation, median and probability functions would be extremely useful for sales reporting. For example: If we are creating 10 deals per day during February (which has 28 days), it is likely that we will end the month with approximately 280 deals. This type of predictive reporting is something we currently calculate manually in spreadsheets every day, and it would be valuable to have these insights directly within HubSpot.   This improvement would provide more accurate, real-time insights into our sales performance, reducing the need for external calculations. If needed, I’d be happy to provide further details or screenshots.     Looking forward to your thoughts on this! Thanks! 😊 ...read more