Great minds think alike

I'm trying to get further information on the result of a chat bot facility we offer on our website but dont currently have the ability to break the chat down as i require in the dashboard.    I want a breakdown of what answers people are giving to the questions and how far they get with the bot.  I can see when i open the individual records what their answers were to the questions but cant see it on the visualisation and have been told by support that this is not currently available. ...read more

I am trying to build reports that measure attainment of specific targets. For example, a seller has a goal of selling $500 of NRR, but they've only sold $300. I want to build a report that tracks their attainment ($300) against the goal of $500. I can do that with a reference line, which works if I'm only measuring a single seller. But ideally I would like to set a goal for a team and have it showing in a single report. You would essentially need for those newly created goals to show up as properties in the report builder. This would give a ton of flexibility to allow us to help our teammates understand progress towards different targets. ...read more

Ability to create custom properties under activities, especially for meetings. We need to be able to track the source, campaign, and medium of each meeting, which department and who scheduled it when a round-robin is used, and other data points. This is crucial to create accurate reports on employee performance and channel attribution. ...read more

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ...read more

With all the updates to reports it would be nice to be able to do more advanced formatting!  For example being able to adjust column widths and wrap text would be a game changer for our clients.  There are serveral reports/dashboards that need to be seperated out because they do not fit on the page.   ...read more

In the context of individual reporting for Sales Representatives, an important consideration arises regarding the need for accommodating multiple hosts in a single meeting. This feature becomes crucial when multiple representatives are involved in the same meeting, as it enables the proper recording and attribution of activities to the respective staff. Implementing such functionality enhances the accuracy of activity tracking. ...read more

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.   ...read more

Hubspot has a data point for "Date Added to List", which allows you to see the exact date a contact was added to an active list. However, this data is not available to filter or report on. Currently you can only export this data from the list view, by adding "Added to List Date" as a column, export, then filter in excel., which really limits automation needed. Seeing as this data point exists, I do not see why I am unable filter or report on it. ...read more

Right now there is just a list to scroll and the option to mark some of them with a Star.   It would make sense to be able to create a group for Dashboards or to rearrange the order from the dropdown list.   Or even add the favorite ones to the top instead of the last viewed ones.   What do you think about that? Seems like a quick change but with a huge impact for the users ...read more