Great minds think alike

Ina · ‎Dec 3, 2020

We are struggling a lot with calculated properties which give no option to convert days to weeks, months, or years in the reports. Time between dates always appears as days in the reports , while in the property view it DOES CONVERT the values in years, months or weeks. That's the silliest process as it block us from creating a calculated property which would convert days to months (1 day*0,33m), or weeks etc. Hubspot leaves us with no options at all and blocks the calculated fields and reports which stops us from using it in general. It's a pity because we could really enjoy those paid features if we had more freedom..

nmoscaritolo · ‎Nov 23, 2020

Trying to develop a sales pipeline by product family (which is an attribute in our product item)- the problem is when we add products to the deal and run this report, it reports the full deal value rather than the value just associated with that particular product family. So if there's one deal for $1M that has 4 different product families in it for 250K each, it would show 4 product family deals at 1M each (total value of the deal)

ROFU · ‎Oct 9, 2020

Hi there, Please can we have a report to show us the billing frequency at deal level instead of product level? If the below is changed to Monthly instead of Annually, then it changes the deal value to lower than what it is worth, so we need them all as annual. Same deal, different values:

Leadstreet-M · ‎Sep 16, 2020

Hi, When using a dashboard filter on a dashboard, all reports in this dashboard are filtered. However, when you export a report in this dashboard, the dashboard filter isn't applied. This results in an export that is different from what you see on the report in the dashboard. E.g. filtering won deals for a single sales rep, while the export gives all the won deals for all sales reps. This is confusing and sometimes frustrating if the user isn't getting what he's expecting. This behaviour was confirmed by HS Support. It would seem better if the dashboard filter would also be applied when exporting a report.

Gilad_Dot · ‎Sep 15, 2020

Hello, Doesn't it bother you that the HS 'click-rate calculates clicks that are on your content (i.e., LP) and also on the unsubscribe? There must be a separation here (I mean to sales emails rather than marketing, like, for example, email from email sequences). Please consider the idea of displaying clicks rate data on both real content clicks and unsubscribe clicks, separately. Cheers,

arzasa · ‎Aug 4, 2020

As of right now, there is no accurate way to track SLAs for Inbound sales leads. In order to effectively track SLAs, Sales & Marketing leaders need to be able to pull reports that include Time of Form Submission and Time of Sales Activity Completion over rolling date ranges. Tracking SLAs is a key metric for optimizing the sales & marketing funnel from MQL to Deal creation. It can aid in monitoring Sales Rep performance, MQL to SQL to SAL conversions, and ensure that no lead or MQl goes unchecked.

amaltais · ‎Jun 30, 2020

It would be super helpful to be able to either have properties that are defaulted in and automatically track each date a deal was moved into each stage so that this information can be viewed for multiple deals at once and/or mass modified! For example, I'm looking to change the Close dates for all of our deals to the date they were moved into our stage "commitment to sign" rather than when they were moved into the stage "closed won" . This would be doable with an export and a re-import, if these dates were stored somewhere in properties or something. However, the only option at the moment is to go into each deal seperately and look at the history/activity.

danieldirks · ‎Jun 29, 2020

I am missing the column 'bounce rate' in the Sales Content Analytics Report. Anybody else looking for this? 🙂

csconnor · ‎Jun 9, 2020

This applies especially to those selling ecommerce as a B2B storefront. When a contact buys something from you (ie from your shopify store). If they have a company affiliation, then the deal will appear on the contact's profile, but also AUTOMATICALLY under their company profile's deals. This way, you can quickly see not only which contacts are responsible for the most deals, but also, which companies you are doing best with, if you are a B2B storefront, you will be able to better track which companies, in aggregate, are spending the most with you. At this point, deals under the company umbrella need to be manually connected through contacts to give a snapshot of which companies are buying the most. Thanks!

SMidili · ‎May 19, 2020

We have a quarterly process with our sales reps and our business development team, where the sales rep tells the business development team to either call or not to call the company/contact that are assigned to their region. We do this to ensure customer satisfaction. The Business Development team asks them if they are happy and if they need anything. Currently, we have the same property on Company and Contact that is CALL CLIENT - A simple radio button to either DO NOT CALL or YES, CALL option. We have a workflow that copies that property from the company to the contacts. We do this because a note does not automatically get assigned to all contacts for a company. You can associate them with a note. If a new contact gets added to that company, the note does not automatically get associated with that contact. You also can't use notes in Workflows. We need to have a dashboard with a report on it so that the sales reps can go down their list of companies that select or modify a Company property to either DO NOT CALL or YES, Call option. In other words, have a report that you can check off, select, or modify the property for a contact/company within the report without opening the contact or company. Then the Business Development team would have a report on their dashboard with a list of companies to YES, CALL. I know I can create a report to SEE the value of the property, but a report currently does not allow me to change the property without opening the company individually. A report will let me click on a company, open that company, then I can modify it. Then, I have to go back to the report and do the same thing for the next company. That is too time consuming. I am trying to remove an export of companies from HubSpot to Excel; have the sales reps modify the option down their list of companies and then reimport it into HubSpot.

Great minds think alike

Time between dates in YEARS, MONTHS, WEEKS for reporting

Sales pipeline by product family

Report on billing frequency for deal

When exporting a report from a dashboard the Dashboard filter should be also applied

Divide the click right between a real click on LP and click on the unsubscribe

Tracking SLAs via Granular Time Stamps on Activities, Form Submissions, and # of Sales Activities

Mass view / Export all dates associated with a deal moving from one stage to another!

Sales Content Analytics - missing column: bounce rate

Automatically add Deals by individual contacts to the COMPANY total.

A Report that allows you to select/modify a property

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