Great minds think alike

Allow for the creation of a report on emails including the "sent to" address.  Currently reports on emails do not have the ability to include the "Sent TO" or the CC email address.  all that is possible is to inculde "associated contacts" which becasue many emails are forwarded / resent / reused/ creates unwanted associations.  ...read more

Hi there,   It would be really handy for me to be able to create a joint  sales quota for our entire sales team, as opposed to having to create specific quotas per person.   Thanks! ...read more

Our sales staff have a different quota each month.  I would like to have an option to enter their quota for each month on a rolling 12 month basis to monitor how they are doing monhtly, quarterly and annually as well as being able to roll-up all sales people to have a company view of how we are doing.  ...read more

Hi hi all, my first HubSpot community post so wish me luck !!    I'm finding it frustrating that, with deal splits currently, there is no way of having the revenue closed through a deal split count towards the sales reps individual quota attainment.   In our company, when a deal is upsold, a certain % value will go to the sales rep, and the rest to the account manager. This % value is not included towards the reps revenue goals in HubSpot, which means you can't build a report to show the rep's own closed deal revenue + the rep's deal split revenue vs. their quota. Currently, we have to split this data across 2 reports (one to show their revenue goal, and another to show their revenue progress - which is a custom report i built showing deal split owners).   Revenue from deal splits should be included, or there should be an option to include this in the individual reps progress towards their revenue goal, because (in our case at least) this stuff counts. ...read more

I've been working with the record ID sorting in HubSpot, and I'm finding it a bit confusing and not working as intended. When I sort based on the Record ID with the 'Value Ascending' option, it sorts numerically based on the internal value, which makes perfect sense. However, I'm a bit puzzled when sorting the Record ID by 'Label Ascending.' It's unclear to me how it's sorting, but I suspect it might be based on the order of digits. What I'd like to see is when sorting by the Label of the Record ID, it should use the labels we've created (e.g., 'Clayton Farms') and sort them alphabetically in ascending order. Currently, I've found a workaround by using the Company Name property for sorting. However, this leads to having two properties—one for users to click on (to access the record) and another just for sorting. I believe that if we can refine the Label Sorting, it will streamline our processes and ensure that our end users continue to have a great experience with HubSpot. Below is an example of what I am talking about: The Record ID Label for Contacts is First Name and Last Name combined (Internal Value), Company Object it is Company Name (Internal Value), etc other objects. Below are some examples -  Record ID Sort By the Value (Internal Value):   Record ID Sorted By Value (Internal Value) Record ID Sort By the Label (First and Last Name):   Record ID Sorted By Label (First and Last Name combined) Ideal Sort I would like to see when I sort on Record ID by Label:   Ideal Sort I would want to see when Sorting by Record Id by Label ...read more

Hi Team,    Submitting on behalf of the customer.   They'd like to have the ability to click into the file type properties in reports. Currently, they'd need to copy and paste the URL into the browser to access those files. Having an immediate download prompt or opening the file up directly in a browser would be really helpful. ...read more

Currently, the revenue goals tool is very useful, but it doesn't allow you to make goals in a different year than the year the goal started in, which is not conducive to people who function on a fiscal year rather than calendar year. Please allow folks to use the fiscal year when creating revenue goals!  ...read more

I see great reports on the Dashboard, but need to be able to share and communicate them with my team. A simple export to XLS/CSV and PDF would be most useful. The data is there. Just hand it over! 🙂  ...read more

Add the ability to use rolling date periods for lifecycle reporting.    Use Case:  In many report types I am able to set a rolling date period - last month, last week, etc - but with lifecycle reporting I am limited to setting a fixed date range. This makes it difficult to report on the lifecycle stages from one period to the next. We are currently required to go in and edit the report on a weekly, monthly or quarterly basis (depending on the report). This would improve the reporting capabilities to add the rolling date functionality that already exists in the rest of the reporting object.  ...read more