Great minds think alike

Currently, in HubSpot, we can see who last viewed a report or dashboard, but we don’t have access to a complete view history. This limits our ability to analyze how reports are being used within the team, especially in areas like Sales and Revenue Operations, where understanding which reports users engage with is crucial for daily management. It would be extremely useful to have a metric that records: Who viewed a report or dashboard. How many times they viewed it. The date and time of each view. This feature would allow us to measure user engagement with reports and make data-driven decisions to optimize dashboards. HubSpot support confirmed that while this option is not currently available, the platform does track the last view, which suggests that a log might exist in the backend. Would this feature be useful for anyone else? Please upvote and share your thoughts so the HubSpot product team can consider adding it to their roadmap!   ...read more

Our team relies heavily on integrations to maximize the use of HubSpot, especially since many HubSpot add-ons are unavailable in our region.    Currently, reporting on these integrations in HubSpot is highly restricted because most third-party apps do not appear as direct data sources in custom reports. While some integrations provide pre-created properties, these are often limited and do not cover all key metrics businesses need to track.   For example, many integrations include filters that surface important data, but these cannot be used as a reporting data source. The only workaround is to create lists using these filters and then build reports based on those lists, which is not an efficient or scalable solution.   Allow integration filters to be used directly as a data source in custom reports. This would provide much-needed flexibility for businesses that rely on integrations and ensure better visibility into performance metrics that are currently difficult to track. ...read more

Track the volume of conversations (chats) initiated from mobile vs. desktop via a report.   To do this, a property is required that doesn't currently exist.   The only way is to create two chatbots. One opens on mobile and one on desktop. The data can be compared using the "Chatflow" property. ...read more

Hello, team! Hope you're doing well.   I’d like to know how I can create a report that displays the average number of deals created per day. This seems like a simple metric, but I realized that HubSpot does not currently provide this functionality. I reached out to the support team, but they also confirmed that they couldn’t assist me with this request.     This feature would primarily benefit HubSpot administrators, sales managers, and operations teams who need to analyze deal creation trends in a more precise way.   The goal is to allow users to automatically visualize the average number of deals created per day for a given month within HubSpot reports. For example: In February, we created 500 deals over 28 days. The average number of deals created per day should be 17.8 (500/28). This metric is critical to our operations because it allows us to understand whether we are meeting our expected daily deal creation rate or falling behind.   Additionally, this calculation should be available for the "This Month to Date" reporting function. Instead of using the total number of days in the month, the calculation should be based on the number of days that have passed since the start of the current month. Otherwise, the metric would be completely inaccurate, as using the full month’s length would misrepresent real-time performance.   Currently, I can use value properties to calculate similar metrics, but they don’t help in this case, as I only need to know the number of deals created per month and their daily average. I also tried using the reference line feature in HubSpot reports, but this does not provide the correct calculation since it refers to a reference metric, not an average.   Additionally, I attempted to create a custom property called "deal count", where each deal with a creation date is assigned a value of "1". However, when adding this property to a report and selecting the "average" calculation, HubSpot returns an average of 1, since both the highest and lowest values in the dataset are 1.   Despite being a basic calculation, I haven't found a solution for this within HubSpot, even after contacting support and experimenting with custom properties.   Other CRM and analytics platforms, such as Salesforce and Google Data Studio, provide built-in options to calculate average deal creation rates over time. Implementing a similar feature in HubSpot would allow sales and operations teams to monitor trends, optimize sales performance, and adjust strategies accordingly.   In addition to the average calculation, median and probability functions would be extremely useful for sales reporting. For example: If we are creating 10 deals per day during February (which has 28 days), it is likely that we will end the month with approximately 280 deals. This type of predictive reporting is something we currently calculate manually in spreadsheets every day, and it would be valuable to have these insights directly within HubSpot.   This improvement would provide more accurate, real-time insights into our sales performance, reducing the need for external calculations. If needed, I’d be happy to provide further details or screenshots.     Looking forward to your thoughts on this! Thanks! 😊 ...read more

Currently, when contacts are merged, Journey Reports may display multiple "Create Date" values - One from the original contact, and another from the "merged" record. This can cause confusion, especially in reports tracking contact flow.    It would be helpful if the journey only considered the earliest retained create date or provided an option to filter merged contact creation dates for better clarity.  ...read more

To allow Goals on any Custom properties Goals have improved greatly, however, this feels like the next logical step.  For example we have custom properties on Contact for Response code and on Deal Marketing Channel. We really to set goals against each option of the property and see month on month and year on year development.  To easily see our Targets VS Actual.  Woould love to them bring these into reports ...read more

Posting on behalf of a customer:   My client needs social media/social media analytics as a source for custom reporting.   The reason is that the default reports out there at the moment are too simple and there is no possibility of customization on them (adding different metrics to a table, such as interactions, comments, likes, etc.).   -----   Publicando la idea en nombre de mi cliente:    Mi cliente necesita que las redes sociales/analíticas de redes sociales sea una fuente para elaborar informes personalizados.   La razón es que los informes por defecto que hay por el momento son demasiado sencillos y no hay posibilidad de personalización en ellos (añadir diferentes métricas a una tabla, como por ejemplo interacciones, comentarios, me gusta, etc.)   ...read more

On reports, it would be super helpful if there was a way you could filter results by the last working day.  For context, our Sales team wants to look at all leads created on the previous working day, as currently the closest filtering option is 'Yesterday', which obviously doesn't work for a Monday when it filters on Sunday.  ...read more

Currently View Only seats limit access to view reports from key tools like Sequences and Surveys. As View Only seats are going to be used by managers and executives who don't need to do anything on HubSpot but want to see reporting, it makes sense to allow them to view reporting for ALL tools used on the Platform.  ...read more