クリエイティブな才能を開花させよう

Hi,   I have read the posts, forums and so forth but have yet to find a workaround to this, other than to have an additional option available for all report filters that shows or hides duplicate values.   Pretty simple really.   For Example: Company Name property, has many variables you can select from, but not one that offers the ability to 'hide duplicate values'.     We do have to pull in multiple data sources sometimes but this can cause reports to fill out with duplicate rows.   Hoping this option could be added for the benefit of many users.   Thanks ...その他を表示

The problem: My team works remotely, and excluding residential IP addresses and/or ranges is not working. When my team (sales, marketing, support, etc.) reviews our assets, they are recorded as influenced contacts, which over-inflates traffic reports and campaign/buyer analytics.   What we need: Assigned HubSpot Users and Contacts/Companies (such as employee segments (lists)) need to be more easily excluded from campaign and buyer journey analytics and traffic reports. ...その他を表示

Targets are typically composed of multiple components, including MRR, TCV, and other key factors. What I’m missing in HubSpot is an objective based on New Logo – the number of new companies a sales exec has signed with a first deal in the quarter." ...その他を表示

It would be great if HubSpot had a section in the parent company to provide revenue deal details about child accounts and a roll up of total revenue (parent+child) natively in HS without having to use Opps hub or special calculation properties.  ...その他を表示

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