Gute Ideen sollten geteilt werden

It would be very helpful to be able to at least partially personalize the Prospecting Dashboard (kind of similar to the Reporting Dashboards). This would allow customers to customize their (sales) summary. For example, overdue deals could be displayed instead of leads. ... Mehr anzeigen

Currently, form reporting only displays the total number of form submissions by each frequency (weekly, monthly, quarterly, etc.). It would be great if we had the option to display the total number of form submissions accumulated over time. For example, if there were 10 form submissions in Q1 and 25 form submissions in Q2, the total accumulated form submissions for Q2 would display as 35.  ... Mehr anzeigen

We need the possibility to list the association labels in a list / report between two related objects. For example we have contacts and companies connected with associations and different association labels. Right at the moment, I can create a table report with these related objects. I can filter the relations by labels. If I filter the associations, I can list the label name. But I want all related objects and a column with a (comma) separated list of the label names witch are on each relation. This is a short description of the problem.   The following description is a copy of the question in the community. Our setup has one associated object on top. This is a custom object related to contacts (and a company). This custom object is called Gremium (committee). The object has a property Name. The association to the contacts has a label called 'Präsident' and 'Vizepräsident' (president | vice president). All normal members has no labels on the association, only two people has a label. What I really want to have ist a list of all committees with all presidents / vice presidents and members with the 'function' (label name).   DataSource:     At first, I didn't configure any labels in the data source. Then I created the table report with one filter: name of the committee has to be known. Othewise I get all contacts with or without relation to a committee. Like this, I get no field association label.     Then I reconfigured the data source:   Then I get a field association label:   And at the end I reconfigured the data source again:   Now I see only the related contacts with the selected labels   This time with the name of the label. But all other related contacts are missing...   I hope, this describes my problem of my new idea. Thanks   ... Mehr anzeigen

Currently the Funnel Report doesn't remove any Contacts or Deals that moved backwards.   For example:   Bob Smith was created and assigned a Lead Bob Smith is a Sales Qualified Lead Bob Smith is a Lead In the above scenario, Bob Smith will forever be logged on the Funnel Report as a +1 Sales Qualified Lead, which causes overreporting and the conversion rate to be inaccurate. Changing his Lifecycle Stage does not remove him from the Funnel Report.   I'd love to have this fixed to reflect actual record data rather than historical in this instance, or at least give us the option to filter it out. Lifecycle Stage is often mistakenly updated as a result of inconsistent sales processes, automation that runs on records it shouldn't, and such, but when we find the mistake there's no way to fix the Funnel Report. ... Mehr anzeigen

I'm part of a Sales team that would like to strat tracking deals in our pipeline that do not have an active task. This is important to us to ensure every rep is properly following up with prospects. Currently there is not an easy way to see this. So i wanted to create a report that showed all deals that do not have a task to be completed at a future date. I could use task is unknown, but this would show deals where no task has ever been created. It would be nice to have a filter on Deals to show that no next steps are being taken and there is not an expected date of communication by the rep. Tasks is the easiest way to do this, but it feels like I can't track it like I want to.  ... Mehr anzeigen

I think it would be useful to have reports on the users, reports on if they are active and how often, what team they are part of and what teams are set up at the time of the report. ... Mehr anzeigen

Hi all,   Just off the phone about this topic with Johan in Support, who was very helpful.   The "Deal change history" report in "Report Collections >> Sales >> Forecasts & Pipelines" is a very nice graphic report and just what I have been looking for.  However, what I ultimately need is a simple tablular version of this report listing the Deal Names, Deal Change Type, and probably a couple of other useful fields (Close Date, Amount, etc.).   Could you add that table as an option for the existing report?   I tried to build it from scratch, but couldn't and so called in to Support.  The issue is that you guys are using some developer secrect sauce to build this kind of query and bring back Deal Change Type, but that kind of query isn't accessible through the UI.     Thanks, Whitney ... Mehr anzeigen

Journey reports are challenging when trying to dial in on the time it takes to complete the steps in a journey. Current Restrictions/Limitations Only one way to control the time range of the journey (sure we can do a static range or rolling time range), it is still only one time setting. Other analytics tools we use have additional levels of time parameters, the lack of this in Hubspot journeys limits the value we get out of the reports. Lacking stat of median time between steps; we only see the average time between steps   Inability to refine time parameters on each step of the journey.   Control that the action was done the 1st time since the previous step (and then stop recording the event on that report for that contact)   ----- Further details We want to look at anyone who would enters the journey up to 30 days ago. THEN, we want to know, of those contacts, who completed the steps in the journey within 10 days of entering the journey. If a contact 'qualified' to be in the journey but dropped off before completing within 10 days, that's an interesting stat along with the 'success' rate of those that did complete within the 10 days. IF we limit the journey report date range to only include 10 days, we are NOT capturing the entire cohort of interest (like anyone who was sent the email in the last 30 days). IF we try to use the contact filter or apply a list to capture the cohort for the 30-day range, this doesn't work either. The reason being the date range on the report is set to 10 days because we want to know who completed the journey within 10 days, we will still only 'see' the contacts that did the first step in that 10-day range (even though we want to look at a cohort of contacts that did the first step in the last 30 days). ------ Median is good to see in addition to Average. OR at least allow us to decide which we prefer to see for each step. ----- We should be able to refine the parameters between each step as well and control how those actions are counted. (refinements) IF we are using a custom event or a page view, a person may do those events multiple times while in the time range of the journey. It appears that the most recent timestamp of firing those actions/event, overrides the first time after the prior journey step the contact may have done the event. This creates a challenge of knowing the time of completion between steps as the first time after the previous step is no longer recorded if the contact comes back and does the step again and again. Ex) Instead of opening an email, clicking a link, logging into our app showing seconds (confirming our engagement email is working); we are seeing opened an email, clicked a link and then the time to log into our app being hours or days later. When we dig into the contact record, we see this is due to the contact firing the event multiple times after having done the action in the previous step of the journey. We care to only see the time to complete as a reflection of the 'the first time after the previous step'. ... Mehr anzeigen

The pipeline reports for deal stages or lifecycle stages are helpful, but they can only show you one path. It would be very helpful to visualize the steps with a stacked flow chart to get a clear picture of how leads/deals are progressing and all the steps along the way.    Here's an example of this type of chart from GA4: ... Mehr anzeigen