Great minds think alike

While we can kinda do this in a clunky custom way, I wanted to submit a request here since hubspot could do this better than us.    Our sales director would like to see # of times a user updated forecast categories on deals. As a way to gauge who is updating pipeline vs who's not.    same with close dates. etc.    Forecast categroy Udpated  Name |  Date 1     |      Date 2 Sam |         6    |        15 Ben  |        15    |       29   From this report, a manager could look and see Sam is better about updating forecast categories. We also want this for:    # of Amount Changes # of Close Date Changes # of Stage Changes      Sales analytics gets us close, however we want total # of changes per rep. per type.  ...read more

I would love to see more reporting options. The lack of options we can put into a report is frustrating. I am trying to build what I feel like is a very basic report on Sales Activities for Sales People.  I would love to see options of like Number of Calls, Numbers of Sales Emails Sent (But in one row) instead of breaking into duplicates.  I am needing to build a report that has Deal Name, Company Name, Number of Phone Calls, Date of Last Phone Call, Number of Sales Emails Sent, and Date of Last Sales Email sent per deal not really contact.  I know emails and calls are contact based in HubSpot, but they also do get logged onto a deal. This is an example of what I would love to do reporting wise.    This would help managers be able to track what is happening with deals and that sales people are doing what they are being asked to do.  ...read more

I would like to be able to combine Forecast report with Completed orders report to analyze sales results in one report. ...read more