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Summary Please add support for filter logic on dashboards that allows a property to be “one of these values OR is unknown/empty,” consistent with what’s possible in report and list filters. Right now, dashboard-level filters only let us choose a single operator per property (for example, is any of or is unknown), and they’re combined with report filters using AND logic. There’s no way at the dashboard level to express: Property is any of [Value A, Value B, Value C] OR Property is unknown Why this matters This limitation forces us to choose between: Excluding empty values entirely (by using is any of), or Including only empty values (by using is unknown), or Building extra report variants with custom OR logic and avoiding dashboard filters for that property altogether. In reports and lists, we can build this logic using advanced filters and OR groups (for example, one group for “Property is any of [X, Y, Z]” and another group for “Property is unknown”). We’d like dashboards to behave the same way so: Filters are consistent across lists, reports, and dashboards. We don’t have to maintain multiple copies of the same report just to work around dashboard filter limitations. Non-technical users can safely use dashboard filters without accidentally changing the underlying logic of what’s included. Concrete use cases Some examples where we need “Value OR empty” on dashboards: Show deals where a custom segmentation/region field is one of our focus regions, plus deals where that field hasn’t been filled in yet. Show contacts where a custom lifecycle/fit field is one of certain tiers, plus contacts where the field is still blank (treated as “unclassified” but still in scope). Show tickets where a classification field is in a selected subset, or has not yet been classified (blank) so we can monitor items still needing triage. Requested behavior Ideally, dashboard filters would allow one or more of the following: An option on value-based operators like is any of / is none of to “include records where this property is unknown/empty.” The ability to create multiple filter groups with AND/OR logic at the dashboard level (mirroring the advanced filter builder in reports), so we can explicitly define: group 1 = “Property is any of [X, Y, Z]”, group 2 = “Property is unknown”, joined with OR. Quick filters that respect and expose this same logic in a user-friendly way. Impact This change would: Make filter behavior consistent across lists, reports, and dashboards. Reduce report duplication and maintenance overhead. Help ensure that users looking at the “same” filter logic in different places actually see the same data. Thank you for considering this—having consistent “OR is unknown/empty” logic at the dashboard level would make reporting more reliable and much easier to manage across the whole portal.     ...read more

HubSpot currently does not persist sales email template metadata (template ID or template name) on individual email engagement records. As a result, it is impossible to report on sales email performance split by both template and sales rep using native reports, custom report builder, exports, or the HubSpot API.   Sales Content Analytics can show performance by template or by user, but these dimensions cannot be combined. Once a sales email is sent, the resulting engagement record contains no reference to the originating template, preventing downstream analysis in HubSpot, BI tools, or data warehouses. ...read more

I've seen a few suggestions for adding kanban boards but none in relation to personal note-taking and tracking. While HubSpot is great for the data side of things, I find it very lacking in personal note-taking, organisation, and planning.    Some features, like custom properties and dashboards, work well for shared data, reports, and analytics, but have very limited customisation and aren't well suited for: • Fast, informal notes • Personal observations or working thoughts • Day-to-day account planning • Customer overviews that need to evolve frequently • Custom visualisation    Depsite HubSpot being the source of truth for our company, I find myself more often heading to Notion or Trello to document information or thoughts about companies because these tools offer: • Customisable layouts • Personalised visual organisation (tagging, colour-coding, checkboxes) • Quick editing and easy scanning   As an example: Notice how my personal off-HubSpot board contains: • Emojis next to company names to help me more easily separate and identify them • Colour-coded tags so I can get information at a glance • Different column formats all in one table (dates, tags, text, checkboxes) • Companies that can open into further customisable documents  • The ability to quickly toggle checkboxes and add notes from the overview     I would love to move all of this information to HubSpot and track everything there, but it just isn't possible with what's currently available. I'd like to see something like a kanban or table-based board that offers better customisation and visualisation for personal notes and lightweight planning.   This would also give us a private user-based space to work from where we don't have to worry about that information impacting other metrics or shared data.  ...read more

Problem Many sales teams track sales coverage as a core KPI: Sales Coverage = Open Pipeline / Remaining Gap to Goal HubSpot already contains all required data to calculate this: Revenue Goals (targets and gap to goal) Open pipeline (open deals) Closed won revenue Forecast data However, today this calculation is not possible in a single report or dashboard. Current Limitations Goal-based reports show target vs achieved, but: Cannot include open pipeline Have very limited property and formula support Custom deal-based reports allow formulas, but: Cannot reference Goals or Forecast data Forecasting UI does show similar insights, but: Is not reportable Cannot be added to custom dashboards As a result, users are forced to: Recreate goals using custom properties Populate targets via workflows or imports Maintain complex, fragile workarounds that don’t scale well Requested Feature Enable native reporting on sales coverage by allowing one (or more) of the following: Make Goal and/or Forecast data available in Custom Report Builder Allow calculated fields to reference: Goals Gap to goal Forecasted revenue Introduce a standard “Sales Coverage” KPI that can be: Filtered by time period, pipeline, owner, or team Added to custom dashboards, similar to goal reports Why This Matters Sales coverage is a critical KPI for sales managers and leadership, used for: Forecast confidence Capacity planning Pipeline health monitoring Executive reporting The fact that HubSpot’s own documentation and glossary describe sales pipeline coverage, while it cannot be reported on natively, creates confusion and unnecessary complexity for customers. Impact This feature would benefit: Sales managers & directors Revenue operations teams Executive stakeholders HubSpot partners implementing forecasting dashboards It would significantly reduce the need for external spreadsheets and custom workarounds, and strengthen HubSpot’s position as a single source of truth for revenue forecasting. ...read more

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.   ...read more

Currently when we add any existing properties as a dashboard quick filters, the only available operators are  "contains any of, Is Known, Is Unknown and Doesnt contain any of" Its missing "has ever been equal to, has ever contained" This is crucial to track historical data! ...read more

It'll be great to have this functionallity so we can have more powerful insights within HubSpot. ...read more

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. ...read more

The suggestion is that the panels in the "Customer Success" and "Sales Workspace" tools respect the "Owner" field configured in each tool, avoiding unnecessary changes. Currently, when segmenting in the "Customer Success" tool for the "Responsible CS" field, and in the "Sales Workspace" tool, the "Responsible SDR" property is configured, but when we go to the "Dashboards" section of these tools, it is segmented by the "Company Owner" field, which is normally defined as the Responsible Sales Representative. This is not ideal, as each tool should maintain its own owner, without interfering with the main definition.   I propose that: In the "Customer Success" tool, the dashboard be segmented by the field selected as owner without needing to change the company owner to view the dashboard, allowing segmentation to happen independently.       2.  In the "Sales Workspace" tool, be segmented by the field defined as the tool owner and the dashboard respects this selection. The goal is to ensure that, regardless of configuration, the dashboard respects the owner defined in the main tool, whether in Customer Success or the Sales Workspace. This change will help maintain data integrity and optimize workflow without the need to change the company owner in different contexts. ...read more