Great minds think alike

We often have many similar Reports, just with a different user selected. It would save a good deal of time if we could add personalization tokens to the Report titles so we don't need to manually change the user in the title (e.g. 'Deal Owner' - Sales Revenue this Month).   Although we often use Quick Filters on Dashboards for things like this, those don't work with a recurring share of a single Report. ...read more

IT would be useful to be able to set default time period on a proeprty history card, or at least have hubspot remeber what you have set it to. Currently dafults to This month so far, and doesn't remeber what you have set it to, or allow you to chose this year/quarter so far as a default ...read more

A shared Report will often be cut off in the sent email, which is a significant issue if a date filter changes the data from the time it's emailed to the time it's viewed in HubSpot. In that case, clicking into the Report does not show the same data, so the original data in the emailed Report is not accessible without changing the filter for each emailed Report.      ...read more

Hello, HubSpot team! Hope you’re doing well. I’d like to share some feedback and suggestions regarding the conversion rate reports in HubSpot. This type of report is critical for sales and operations teams, but I’ve noticed some limitations that make it harder to get a clear and accurate picture of our funnel performance.   Currently, the conversion rate report only shows stage-by-stage conversion. While this is useful, it does not provide the accumulated conversion rate — for example, out of 100 deals that entered the funnel, 20 were closed-won (20% conversion). Having both stage-by-stage and accumulated conversion in the same report would be extremely valuable for analysis.   Another challenge is that the report only considers deals created within the selected period. What I really need is the ability to see all deals that passed through a stage during the chosen timeframe — even if they were created earlier. For example, if a deal entered “Negotiation” in July and stayed there until mid-August, I would like it to appear in both July and August reports. This gives a much more realistic view of the opportunities that users had to work on in each period.   Beyond that, I believe there’s an opportunity to expand the usefulness of this report with features like: More flexible filters and configurations, such as the option to view only deals that followed the funnel step by step, or all deals that touched a stage (even out of order). Breakdowns by user or team, so that admins and managers can quickly check conversion rates per user, pipeline, and time period. Breakdowns by product or module sold, making it easier to understand which offers have stronger or weaker funnel efficiency. Pre-built report templates, where an admin could simply select the pipeline and timeframe, and immediately get a standard, clear visualization of funnel performance.   These improvements would make conversion rate reports much more actionable. They would help operations teams accurately track performance, identify where users are struggling in the funnel, and understand real conversion opportunities in a given period.   We currently have to build parallel solutions with custom properties, automation, and even external BI tools just to answer these questions — but it feels like something that could (and should) be native in HubSpot.   This is a critical area for many sales operations, and I believe these enhancements could add a lot of value for HubSpot users.   Looking forward to your thoughts on this! thanks 😉 ...read more

I'd like to be able to use my own custom-built LifeCycle stage for company funnel reporting.  ...read more

Currently, you can not create custom reports for Marketing Events. This makes it very difficult to report out on total registrations and see trends over time.  ...read more

HubSpot’s SMS feature is great, but it could be much more impactful if it supported services across multiple geographic regions where clients operate. Another major gap is that it doesn’t currently read or process short codes or inbound responses. For clients running businesses across different countries, these limitations make it difficult to fully leverage SMS for lead generation and customer support. ...read more

We often need to include rows that don't need summation, and still need to subtotal other rows (e.g. subtotal Deal Owner, but dont subtotal Deal Name)         ...read more

It would be very valuable to have a "My Team" filter option here.    Another great option would be a dynamic filter for "I am any owner on record" to filter if that user is set to any of the custom user properties.      ...read more