Great minds think alike

We would love to be able to report on the open rate of a sales email template within the custom report builder, like you can in a sequence's performance tab.    At the moment, we can view the number of emails opened per sales email, but not the opened rate itself. I know we can see this on a sequence's performance dashboard, but as we only want to view the open rate for a specific segment of contacts who have been enrolled in the sequence, we need to use the custom report builder so that we can apply filters based on list membership.  ...read more

In the Goals section of your account settings (Reports > Goals), there isn't an option to set a Unit Goal. Depending on your license, you can have Avg Ticket Resolution Time, Avg Ticket Response Time, Calls Made, Deals Created, Meetings Booked, Revenue, and Tickets Closed goals. Not every business needs to track Revenue as a goal though. We are a SaaS company so we would much rather have a Unit Goal since we make our Revenue in the long run. ...read more

The tile is self-explanatory, but for some companies who use GSuite, it'd be super convenient if there was an option to export straight to Google Sheets. ...read more

I think it would be beneficial to align the Weekly reporting filters throughout various parts of HubSpot. If you choose Weekly for a filter metric in something along the lines of Marketing Ads, it'll show Sunday through Saturday.   However, if you were to choose the Weekly filter within your Dashboard or other places of HubSpot, it shows the traditional work week, which is Monday through Friday.   Although you can choose custom date ranges which will account for this, I am sure there are others who were confused why the numbers didn't match up from two points in HubSpot. ...read more

The new Custom Report Builder, a.k.a. Advanced Builder, appears intended to replace the Cross-object report builder but is missing some functionality.   My use case: I have a report that flags any contacts that have more than 30 days between their last activity date and the next scheduled follow-up date, so we can enroll them in a marketing email workflow in the interim.   I created a report in the old cross-object report builder to surface such contacts. It used a filter on a deals property that is a calculated Time Between field type. The filter looked like this, and it worked fine:   This week when I rebuilt this report in the new Custom Report Builder, I found that I no longer have the option to choose between days, hours or minutes in the filter for this property.   Instead, bizarrely, I have to convert the days to milliseconds to achieve the same result.   Must convert days to milliseconds in this filter   This is clearly a loss of functionality that was present in the old report builder. There is no messaging to indicate that I have to convert the Time Between to milliseconds, so this is a big impact on customer experience for anyone (like me) trying to figure out why their report doesn't work in the new custom report builder.   The new custom report builder needs to have the option for days, hours and minutes in filters of Time Between properties, and not just milliseconds.   Thank you. ...read more

After hubspot announcement of multi currency support, we updated our product gallery to allow for this. After some tinkering, we were on track to use multiple currencies for our deals. However, now we realize the deal forecast report (on which we rely heavily) does the forecasting based on the deal amount, without taking exchange rates into consideration. This means that if I have a usd deal (ex rate = 1), uyu deal (ex rate = 0.03), it will sum both amounts as absolute values, which means the forecast is all wrong.   With the help of the support team we've created a custom report that adds the forecast for each stage, but it is not exactly the same, and we already use some custom reports, which means adding another is not an option.   ...read more

For a complete overview regarding sales performance there is at least LinkedIn Conversations missing in the Sales Analytics overview to activities. Please add these to the activity types. ...read more

It would be useful if there was a feature to simply add comments to reports (similar to that of dashboards) to help describe the purpose of the report but also reasons why the report was set up in a specific way ...read more

Currently, goals are defined by sales person.  I would like a way to define goals by pipeline, so that in reports I can show how a pipeline is performing vs. the revenue goal for that pipeline.   ...read more