Great minds think alike

Hello, I wasn't able to get the result I needed through your Support team, they suggested I contact here. I am trying to detemine average total contract value based on qty of product (in our case, workshops), after any discount applied. I have the total qty workshops and total contract value but I have to manually calculate the average.   So it is the ability to use calculations within filters in the reporting tool.    I would love this to be a accessible. Thanks ...read more

I would love to see the ability to be able to use a filter TWICE in a report.   IE : I am trying to report on Deal Stage however I need to use the deal stage filter twice, once for the deal stage it is now in and the 2nd time to filter down even further by time frame with the 'has been updated in ..' . however using the same filter twice is not possible.  Anyone else need this? ...read more

Seria muy interesante poder crear una vista (dashboard) en formato Columnas para ver las "Empresas" organizadas en cada columna por el Estado de cada Empresa. Para poder ver de manera rápida en qué fase comercial se encuentra cada Empresa. Ejemplo como el pipeline de negocio pero para Empresas. ...read more

I am a sales operations analyst and we want to be able to track only sales activities on leads. This way we only track activity from the rep itself. No marketing or other automated emails are included. We'd be able to analyze their actual effort and output and be accurately notified of how long a deal was in their name unworked (marketing email does not count). I tried to create a workflow that was triggered by sales activity (or lack of) not including marketing activity and was not able to do so. It would be great to have this.  ...read more

I would like to pull a report that has all of the notes organized by deals where a meeting has been booked so that I can have AI review the post demo notes and make recommendations on what's working and what's not. ...read more

We would like to be able to generate a payout report that includes all of the information regarding payments from HubSpot to our bank account by date. We can already access that report online by going to "Sales"-> "Payments"-> "Payments"-> On the top right corner -> "Go to payout and reports" Those are divided by date, exactly how we need them, we just want to be able to export them to a CSV/Excel file, and to be able to add the following information - * Date of the transaction(When the customer made the purchase) * Name of customer * Campaign the transaction is associated with(if applicable) * Amount * Process fee amount * Region(if applicable) * Program(if applicable) * Any refunds made on that date Thank you!   ...read more

Would be great to be able to upload call files into the call playlist. We use the Ring Central integration and not all calls always record into hubspot, but they do save into Ringcentral. I'd love to be able to download the calls that don't save to hubspot from Ring Central and still upload them to call playlists. ...read more

Could be great in reports to have access to some display options like : Amounts in k€ or M€ to ease reports reading with big numbers Numbers of digits after comma Axes display on/off switch as some times, values on histos can be redundent with axes values. All of these to optimize reading of reports... Thx   ...read more

Would be good to create an option for quotes in reports so that we can see how many quotes were both created and sent in a time period and compare it to another time period both as a similar KPI number with a % comparison ...read more