Gute Ideen sollten geteilt werden

This is to solve for the problem of creating a report on time between two dates.   When creating reports, I'd love to be able to connect a start and end date property to see a visualisation of how the time period between them stretches across dates.   The example mockup shows a report over time periods that visually connects two dates. Extra points if the report can handle "earliest" and "latest" date properties if you group dates on a object; eg. several service contracts associated to a company can show on a custom report under one company label.   The closest I can find right now would be to use a bar chart and add a "duration" type measurement for the start date, which doesn't fit the purpose as doesn't clearly show overlap or end dates.   Some objects, like deals, has the Gannt view, but is not applicable as a solution here as I've not found a way to pick which date properties to show nor how to use the Gantt view as a report (embedd on dashboard works, but not add as a report card on a view tab).   The use cases where I'd recently have been looking to use this type of report are:  To visualise how service contracts (custom object) stretch across time periods; either associated to one company or another filtering criteria - Using the build in projects object means duplicating already existing information and shuffling it into not entirely fitting categories and isn't something you can embedd as a report card to a tab on a view. The property data tracker card only works on the object; not associated objects.  To view start/end dates on Deals (standard object) for portals without access to custom objects where the deal pipeline functions to monitor the status of subscriptions - The Gannt view in the deals overview shows create and close date; I've not found a way to switch it. Not embeddable as a card on the Company view tab.   Suggested solution: A basic report functionality on a object level that allows you to use two date properties to show the time between two dates visually. You should be able to choose how dates are displayed: daily, monthly, weekly, quarterly, yearly. Enhanced report functionality in the custom report builder to group object dates by another object. For example to show total "coverage" of service contracts against companies that meet the filter criteria summarised as start & end date and not as separate items/rows for each contract. ... Mehr anzeigen

Currently when you close a deal the Amount in Company Currency property stops updating, so if you move a deal to closed won and the exchange rate is updated the next day, the conversion to company currency on that deal doesn't update which means your reporting is incorrect.   This is a big challenge for any business who needs to reporting acorss currencies.  ... Mehr anzeigen

Hi there,    As a HubSpot user, I would like to analyse forms and their submission in the custom report builder. This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall's  solution to this only works to a limited extent for our use case: "The best place to analyze form submissions is in the Form Analytics page (Analytics Tools > Forms)" What we need:   Filter submissions (e.g. by lifecyclestage of the contact) Further data on submissions (e.g. on which website took it place). Further options for graphical representation. Currently there are only Area, Column and Line. Drill down from the report to the individual contact. Similar to almost all existing reports, a table should open when the report is interacted with. At present, the report only links to the form. And most importantly: A report that depends on the exact time of the submission. First and recent conversion are too imprecise for this.   ... Mehr anzeigen

It would be very useful to have conditional logic within the Deals pipeline stages. For example: If a Deal property such as Revenue Type has value X or Y, then in later pipeline stages HubSpot should: Require different properties depending on that value, or Show / hide specific fields based on that condition. Today, required fields in pipeline stages are static and apply to all deals, regardless of other property values. This limits flexibility for teams that manage different deal types within the same pipeline. Adding conditional required fields based on deal properties would allow more accurate data collection and better alignment with real sales processes. ... Mehr anzeigen

Hi there!   At the moment, there isn't any option to exclude employee activity from counting towards forms analytics, marketing email analytics or campaign analytics.   For the general web analytics this can be done by excluding IP addresses, however not for other tools in HubSpot.   Why is this important? There needs to be a way to test conversion paths (click marketing email, submit form on page) without skewing the conversion rates before even launching a campaign. (Deleting contacts after testing doesn't do the trick, they still remain part of the email and form analytics.) Especially in larger companies with a lot of employees testing assets, this makes forms and email analytics unreliable.   Thank you for looking into this. ... Mehr anzeigen

It's necessary to be able to add contacts to marketing events through other means than only importing them; form, lists or workflow functionality. Crucial to be able to calculate marketing events in revenue attribution. ... Mehr anzeigen

I want to be able to use Snapshot Date as a field in the Custom Report Builder. Currently, it’s only available in a few pre-built Sales Analytics reports (like Historical Snapshots), and those reports can’t be customised, severely limiting our ability to analyse how key metrics change over time. We aim to track things like the sum of weighted Amounts in company currency for open deals by snapshot date to understand how our pipeline evolves. Right now, this isn’t possible with custom reporting tools, and the workaround of combining two separate reports or exporting data externally is inefficient. Adding Snapshot Date as a usable dimension in Custom Reports would unlock much more flexible and powerful time-based reporting. This would be a huge value-add for revenue teams doing pipeline forecasting and historical analysis. ... Mehr anzeigen

Tracking clicks on a landing page is not currently available. This should be a default feature. You can track clicks on an email, but not a landing page? I know we can track CTAs and form submissions, but if there are other clickable events on a landing page, HubSpot should have no problem tracking and reporting on them. Seems like the most obvious thing to include on a page builder. Shocked it's not default. ... Mehr anzeigen

Dear product team,   This request is about a feature that allows the download of all data stored about a contact easily – without the help of a developer.   According to article 15 of the GDPR, when requested by a contact, a HubSpot customer "shall provide a copy of the personal data undergoing processing" (see here for reference: https://gdpr-info.eu/art-15-gdpr/). As of now, it's not possible to export this information easily, as HubSpot stores personal data in a variety of places: Contact property values (can be exported, this is the easiest part) Historical contact property values (these would have to be exported one by one for each property, potentially hundreds of exports!) Values and history of all associated objects (see above) Activities and engagements like sales emails, notes, meetings etc (cannot be exported without third-party software or custom developed solution based on API) Interaction with other tools that are not considered engagements (interactions with marketing emails, marketing forms, surveys etc) In other words, the preparation of this export is time-consuming and requires a developer. This should be a native feature in HubSpot.   Ideally, this is not just a feature in the HubSpot app but something that can be offered as a customer-facing tool, too, as requested here: give contacts a link so they can download their data   Thanks in advance! ... Mehr anzeigen