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Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report.    A report that will give me the number of deals that were changed to "Deal Stage #5" on that day or in a specific date range. Also, want to filter it based on another property similar to HubSpot Owner that shows the number of deals each person moved to "Deal Stage #5" in a specific date range. Also could possibly base it off of the date a property is filled out rather than the date the deal stage is changed.   Have been working with HubSpot Support team but would love some help if anyone has ideas of how to do this based on the history of a property or has another possible workaround.  ... Exibir mais

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.   ... Exibir mais

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018, Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ... Exibir mais

You should create a connector for use with Google's DataStudio Application. This would help us create a more robust report for our users and we can leverage the statistics that HubSpot provides. Currently, other services like Databox can connect to HubSpot to pull statistics from a portal to create dashboards. I think opening this up to DataStudio will really help marketers and agencies with providing all the data they need.  ... Exibir mais

Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example). ... Exibir mais

Hi there!   At the moment, there isn't any option to exclude employee activity from counting towards forms analytics, marketing email analytics or campaign analytics.   For the general web analytics this can be done by excluding IP addresses, however not for other tools in HubSpot.   Why is this important? There needs to be a way to test conversion paths (click marketing email, submit form on page) without skewing the conversion rates before even launching a campaign. (Deleting contacts after testing doesn't do the trick, they still remain part of the email and form analytics.) Especially in larger companies with a lot of employees testing assets, this makes forms and email analytics unreliable.   Thank you for looking into this. ... Exibir mais

We're struggling with the inability for reporting to display percentages versus JUST numbers.   For instance, in this example:     If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the ability to display percentages of each property that makes up the already measured whole would allow us to more accurately gauge trends of what percentage is ordering a certain method. Additionally, to have it be more of a pareto (based on selected measurement) would allow us to quickly cross-reference data sets and quickly say "oh, hey, number of orders who select this shipping method  is trending upwards!"   Would be really happy to sit down and walk through how this would look on a more granular level. ... Exibir mais

We want to have a import/export function for the actions (engements in hubspot internally). The reason for this is: For example when we send a sales letter to 100 companies I do not want to registrate the action manualy for each company/contact. ... Exibir mais

HubSpot's Lifecycle is incredibly limited - we don't run our business against these very general and limited value.    We have a custom field we have created for our own marketing lifecycle and use automation to set this field value based on different criteria. Coming from Marketo, where I could create my own funnel versus being locked into an existing one, I would expect a company as innovative as HubSpot to have figured this one out.    We need to be able to create funnel views on dashboards using custom contact fields. Currently this funnel view is locked into HubSpot standard values. Minimally we should be able to see how many contacts are in what stage of our funnel in this view and also the rate that leads are moving to the next stage. ... Exibir mais