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For companies operating globally, the Sales Performance Beta tool would greatly benefit from a currency switch feature. This enhancement would allow international teams to seamlessly view and track sales performance data in multiple currencies (CAD, USD, EUR, GBP, AUD, etc.) without manual conversions. Benefits: • Improved efficiency: Teams can quickly switch between currencies to analyze regional performance • Accurate reporting: Eliminates manual currency conversion errors • Better decision-making: Enables managers to compare performance across different markets in their local currencies • Enhanced user experience: Global teams can work in their preferred currency This feature would be particularly valuable for: - Multi-regional sales teams - International sales managers overseeing multiple territories - Global revenue operations teams - Companies with distributed sales forces across countries Implementing a simple currency toggle or dropdown menu would significantly improve workflow efficiency and reporting accuracy for global HubSpot users. ... Mostrar más

It seems the default Frequency is inconsistent, with some properties defaulting to daily and others to monthly. This means that we are having to check the Frequency each time a date property is added to a report. Since date properties themselves show the day, it follows that the default Frequency should be daily.    Also, it is a significant annoyance to have to remove the Frequency from the label of the property each time. Please default to not having the Frequency in the label and perhaps add an option to add it to the label when required. ... Mostrar más

Aside from pulling call recordings and add them to the Coaching playlists, the tool should also allow you to pull meeting, Notes, emails or other tools to evaluate the performance of a sales person while engaging with customers as well as providing coaching to improve soft skills and good practices.  ... Mostrar más

In reports viewed in HubSpot, the Record ID is valuable since it serves as the record name and as a clickable link into that record. When exporting the unsummarized data, the Record ID is exported as only the number. This means that to see the name of the record in the export, the '[Object] name' property needs to be included in the original report, causing the Object name to appear twice when viewing the report in HubSpot.     Please either make the object name a clickable link like the Record ID or give the option of having the Record ID appear as the object name instead of/in addition to the actual Record ID number in the unsummarized exports. ... Mostrar más

Currently, HubSpot does not support calculating the average number of deals in custom reports. While we can report on total deal counts, there's no built-in functionality to calculate averages directly within the reporting tool. This functionality would be incredibly valuable for sales and operations teams looking to analyze performance trends over time, such as: Average number of deals per rep Average deals per pipeline stage Average deals closed per month/quarter At the moment, the only workaround is to export the data and perform these calculations manually in a third-party tool like Excel or Google Sheets. This adds extra steps and reduces the efficiency of reporting workflows. Proposed Solution: Add support for average calculations (e.g., average deal count, average revenue per deal, etc.) directly within HubSpot’s custom report builder. This could be implemented as a new metric option alongside sum, count, and median. Why This Matters: Saves time by eliminating the need for external tools Enables more accurate and real-time performance tracking Empowers teams to make data-driven decisions directly within HubSpot I believe this feature would benefit many users, and I encourage others to upvote if they’d find it helpful too! ... Mostrar más

Prospecting Agent in Analyze has a very insightful view of how many contacts are enrolled in the Prospecting Agent, Emails sent, emails opened, Clicked and Replied. The funnel view can be filtered per user and it is a very nice way to track email activity from the teams.   Why we don't have the same functionality for all email sends? Since the functionality is there for Prospecting Agent, we could have the same way for all emails sent by the teams. ... Mostrar más

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 ... Mostrar más

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. ... Mostrar más

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." ... Mostrar más