Great minds think alike

Problem: Currently, when creating surveys in HubSpot, there are limitations that hinder our flexibility and reporting capabilities. One major issue is the inability to add more than one industry standard question to a survey. This restriction prevents us from customizing surveys to suit our specific feedback collection needs. I strongly believe that we should be able to include multiple industry-standard questions in our surveys.   Additionally, we face challenges in aggregating total NPS, CSAT, or CES scores across surveys. There's no way to access our company's total NPS score, even when attempting to create a separate report. This is because survey submissions are not treated as objects for reporting purposes, further complicating our ability to track and analyze overall customer satisfaction metrics efficiently.   Suggested Solution: I propose that HubSpot enhances its survey functionality by allowing users to freely add multiple industry-standard questions as needed. Moreover, implementing a feature to aggregate and display total NPS, CSAT, and CES scores across surveys directly within HubSpot would significantly streamline our reporting processes. This enhancement would empower us to better manage and analyze our feedback data, ultimately improving our ability to make informed decisions and drive customer-centric strategies. ...read more

  It would be really helpful if meetings were displayed in reports in the same way calls are. Currently, when viewing a report and clicking on the bar, we are taken to the contact and company associated with the meeting, rather than directly to the meeting itself. It would be much more useful to have meetings displayed with their record ID, similar to how calls are shown. ...read more

Our organizaiton has goals/success metrics for each of our client organizations. These goals change year over year and the numbers vary based on the company, engagement and population. Current state, we are having to capture these under "Deals" as this is the best route we can think of to house this information given it changes each year, want to tie to the company and be able to track/export. It'd be great if we could have goals tied as a seperate association to track.  ...read more

Currently, report access can only be managed once the report is saved to the report library. HubSpot's pre-made report templates cannot be managed on an individual user/team level. It would be great if we had the ability to manage access for report templates just like we can for saved reports.  ...read more

The new HubSpot Funnel reporting tool, which is replacing the deprecated "any-stage" legacy funnel reports, currently limits the ability to view and customize breakdown fields when deep diving into report data. As an example, in a funnel for contacts in various lifecycle stages, the tool only displays the contact's name when clicking into list view, without additional crucial information such as email addresses, company names, or other relevant dimensions. The elegacy reports were also not customizable, but they at least had email as a field, which you could infer company from and quality of the lead. This limitation hinders the ability to assess and qualify leads effectively. Request: Enhance the new funnel reporting tool to allow users to add and customize additional fields, such as email addresses, titles, company names, etc, in the breakdown view OR at least add some default info other than just name. This feature would restore and potentially exceed the functionality of the previous lifecycle reports, enabling users to better analyze and manage their lead stages. ...read more

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

I have created a number of different ticket pipelines for our customer success team, one example is 'onboarding' pipeline.    I don't want these tickets to pull over to the 'helpdesk' page, as they appear as open tickets, which messes up any reporting on SLA's,time to close etc.   At the moment you can only filter the helpdesk by view, but the tickets still appear as open tickets. There needs to be an option to include/exclude tickets by pipeline, in the helpdesk. This will mean only true 'support' pipeline tickets will be included, and I can make use of the service reporting/dashboard features in hubspot. ...read more

Hi all,  This is a feature request to create the ability to report on the total number of open tickets each week for the last 6 months.  I can currently see how many open tickets there are but I cannot see what this number was say last month or the month before. The goal is to create a graph that will show a trend on the total number of open tickets.  ...read more

Wy do the datetime properties in reports only show the date, not the time.  This defeats the purpose of adding a datetime property to a report.    the full Datetime is fine, right now We can just see the date 12/23/2024   We need to see: 12/23/2024 5:00PM ...read more