Great minds think alike

We would like to score our contacts and companies based on their associations with custom objects, however it seems only deals, tickets and notes can be added.   For example we use the "Listing" object to capture how many listings each company has, and the different locations of those listings.   Therefore we would want to score companies higher the more listings they have, and the more variety of those listings. Likewise to decrease the score when those listings become older. ...read more

HubSpot says that LinkedIn boosted posts can't be tracked, but we've had some that do seem to track properly, even to the contact-tracking level. Others show contact tracking as pending or with an error, likely because of @ mentions included in the post (would love to see a resolution to this limitation).   The fact that some are tracking properly while other's aren't is making our social tracking a mess. Some are tracking as organic while others are paid; some we get granular tracking for, while others we get none.   Would definitely appreciate consistent, contact-level tracking on all boosted posts! ...read more

Contact (or any object) does not record Marketing Event as an option.   With Marketing Events Object get more and more power, we need attribution to show the original record source was "Marketing Event"   ...read more

I'm trying to customise one of HubSpot’s default dashboard reports, specifically the “Website visit, new contact, and customer totals by day” report. It’s a great visual format with three mini area charts, but currently, it doesn’t allow metric substitution or deeper editing.   What I’d like to do: Change the metrics to display: Web Sessions New Companies New Companies filtered to just MQLs While I can build these as separate reports using filters, there’s no way to: Edit the metrics used in the default report directly Replicate this same combined layout in the Custom Report Builder Suggestion: Please consider making default dashboard reports editable, particularly the ability to change metrics, or provide the option to build similar multi-metric area chart layouts in the Custom Report Builder.   This would make it far easier to tailor high-level dashboards without having to recreate them from scratch (or lose the visual efficiency of the default layouts).   Shown below is the example of the default report:     ...read more

On Email Health there is no option to affect the filtering for the two sections below the main chart. 'Recommended for you' and 'High/Low performing emails' When the top chart is filtering OUT Transactional emails by use of the subscription type filter option, the bottom two sections still include Transactional Emails. The High performing emails always show our Transactional Emails (because by nature, that's expected) BUT we want to, at a glance, know our High performing Marketing emails as a whole, not by campaign. We lost that insight when we purchased/implemented Transactional emails. Other filtering concerns in the ideas forum (likely not all but trying to tie pieces/requests together) https://community.hubspot.com/t5/HubSpot-Ideas/Monitor-email-sending-reputation-by-type-marketing-email-one-to/idi-p/956379#feedback-success https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-separate-transactional-emails-from-regular-emails-in/idi-p/746417 ...read more

Currently, when using the “Compare by” field in HubSpot reports, the same date field cannot be used simultaneously in the main “Filters” section. This limitation affects reporting flexibility, especially when comparing performance across custom date ranges. It would be helpful to allow the same date field (e.g., "Contact Create Date") in both places to enable more accurate period-over-period analysis. ...read more

We would love to use HubSpot's attribution models to evaluate marketing effectiveness across channels like email, SMS, paid social, and web engagement. However, we are running into a significant issue: HubSpot is attributing a large portion of revenue to our POS integration, which simply syncs contacts/deals and updates deal stages into the system. It is not a marketing touchpoint. For example, our company might do 1 million in sales for the duration of a campaign. That campaign's attribution reporting only attributes $20k in revenue to that campaign and it's assets. This is because the POS integration sync is being treated as the final touchpoint and receiving the bulk of the credit. What we are running into: Non-marketing system events (like POS syncs or integration updates) are being weighted heavily in attribution models—especially time decay. These events skew reporting and undermine the value of actual marketing efforts. We are currently unable to reclassify, suppress, or redistribute revenue from these non-marketing events. Excluding the Integration Asset Type removes the revenue entirely instead of reallocating it to prior qualified touchpoints. Here are some possible product update ideas that could fix this issue: Manually flag touchpoints as non-marketing (e.g. POS syncs, system integrations) so they can be excluded from attribution weight. Provide an option to suppress or exclude specific assets/events from attribution reports without removing the revenue entirely. Enable users to manually reassign revenue to earlier touchpoints or allow customizable attribution weighting based on touchpoint type.   One of these enhancements would give our marketing team a much clearer picture of what’s actually driving conversions and revenue. Right now, system events are dominating our attribution models, making it hard to justify marketing spend or optimize campaigns based on real impact. ...read more

We need the ability to combine data from "Ad Performance Metrics" and "Ad Interactions by Contact" in a single custom report.   Currently, these two data sources cannot be used together, limiting our ability to gain comprehensive insights into our advertising efforts.   This feature would allow us to: Analyze ad performance alongside individual contact interactions Create more detailed and insightful reports on our advertising campaigns Save time by eliminating the need to cross-reference multiple reports Implementing this functionality would greatly enhance our ability to measure and optimize our advertising strategies within HubSpot, and provide a more holistic view of our advertising performance. ...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