クリエイティブな才能を開花させよう

Currently, the HubSpot custom report builder does not allow users to filter/email activity reports by whether an email was sent via a sequence versus sent manually or through other means. In many use cases, it’s critical to see the volume and engagement rates of non-sequence one-to-one emails—or to compare manual versus sequence outreach—either for individual reps or overall sales performance analysis. Requested Feature: Please add a filter or reporting property in the custom report builder for email activities, enabling users to include or exclude emails sent from sequences. Ideally, this would work for both “only show sequence emails” and “exclude sequence emails” reporting scenarios. Business Impact: More accurate performance analysis and attribution for individual reps and teams. Better insight into sequence versus manual outreach effectiveness. Enables creation of management or customer-facing reports that reflect the true volume of ad hoc sales emails, without skew from automated sequence activity. Thank you for considering this improvement! ...その他を表示

Problem Statement: Currently with the new Lead object, HubSpot users are unable to track conversion rates through the entire funnel.  Desired Outcome: Be able to track conversion rates through the Lead object and into the Deal object in a single report See full funnel reporting for Leads>Deals>Customers in a single report See average time in X stage Be able to filter this report by: Date range Multiple reps (e.g. how does BDR 1's conversion rates differ when leads are given to AE 1 vs AE 2) Custom properties (e.g. market segment) Product/line item (though this may be tough as some line items not assigned early stages) Contact/Lead/Deal source (attribution models) Etc. ...その他を表示

HubSpot are making a change which means that users will no longer be able to report on both split and single owner deals together. You might have seen this banner on the top of some of your reports... Like many businesses, we use split deals, but not all deals are split. This change will mean that we can no longer report sales by rep. I can't understand the logic for HubSpot doing this?!    Please can you reverse this planned change HubSpot!!   It's going to make HubSpot unworkable from a reporting perspective. It will cause us huge amounts of pain (and cost) finding alternative dashboarding tools outside of HubSpot. I know many businesses use deal splits so will also be affected by this.   ...その他を表示

We have a drop down property to track events that contacts have attended. My report has a filter to only show events from 2025, however if the contact also attended an event in 2024, it is showing on the report despite not being selected as a filter. There doesn't seem to be any work around to fix this, and creates an issue when delivering the reports to senior leadership.   I'm proposing that only values selected in the filter should show in the report. ...その他を表示

the report currently shows (list of meetings) how many meetings were booked, but it's not possible to see the list of booked meetings   it's an important information to confirm the statuses of meetings, see how many were held, what's the end result, whith whom those meetings are booked, etc   on the same note, we would like the ability to view overall meeting scheduling, holding, note-taking experience for the company, to evaluate sales agents, etc ...その他を表示

In marketing emails, I can clearly see detailed analytics/stats about which links are being clicked, who clicked, when clicked, etc.   When it comes to Sales emails, it's not possible. We just see there was a click and that's all. We are not able to see which link is clicked. ...その他を表示

I'm needing a list of deals with company and contact information so I can add unique identifiers for companies and deals.   I built out the list in a deal "segment" but cannot export associated company information (like domain and the company's record ID), so I built this out in a report instead.   The problem is, for each associated contact and each domain of a company, a new row is created, rather than separating information for one deal with a comma or semi-colon. So, rather than exporting a list of 10k opportunities, I have a list of 264k.   The amount of work involved to move that over to a spreadsheet and combine the information to a single row is overwhelming. There needs to be a better way. ...その他を表示

Just like there is a native property "Number of Associated Deals" or "Number of Associated Contacts" on the Company object, I am in dire need of expanding this to all objects and have an 'Associated' Property on all objects. Beginning with "number of associated Leads" on Company, Contact, and Deal. And on Leads: "number of associated Companies, Contacts, Deals, etc" But it should be everywhere: Any Ticket should have a Number of Associated "Fill in Object" for each object. Any Deal, any Lead, any Service, any... you name it. I have been building for several customers, and have to find all kinds of weird workarounds to be able to reference the fact that there is a related/associated record on a different object, when it should be there out of the box. It affects everything, from Workflows to Reporting to anything you want to build or do or connect. Associations are incredibly powerful in Hubspot, but if I can't use them, they are not useful. ...その他を表示

It would be extremely valuable to make "Meeting Host" a reportable property in HubSpot. At the moment, reporting on meetings relies on proxies like “Activity created by” or “Attendee IDs”, which are often inaccurate due to integrations (Outlook, Gong, etc.) or multiple attendees. Exposing the true host would enable clean, reliable reporting on SDR and AE performance (e.g. discos booked vs attended, demos hosted), without workarounds or duplicate counting. ...その他を表示