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I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals.   I know that hubspot has the "became a lead date", "became an opportunity", "became a customer date" properties, but I can't seem to get any good report using these.   ... Mostrar más

I'm in the process of setting up calculated properties to use the new "time between" feature in reporting, and realized that, in the 'time between' calculations for properties, I'd like to have access to the option 'today,' which would be a dynamic date set as the value of today's date. That would allow me to track dynamically how long has it been since a deal has been created ('today' minus 'create date' = how far along we are in the sales cycle up till now).  ... Mostrar más

There's no way to see the contacts that are actually opening, clicking, replying, and booking meetings on sequences. This report is currently only helpful for evaluating the effectiveness of a sequence but it does not allow users to take action from the report, or  understand the full picture of who is interacting with templates within the sequence.    Users need the ability to click the % and see a list of the contacts that have opened or clicked the specific sequence.   ... Mostrar más

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018, Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ... Mostrar más

Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example). ... Mostrar más

We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is not valid, and actually becomes misleading (or at best unneeded / unusable clutter in your filters).  You then must go to the "Custom Date Range" filtering functionality to obtain the correct date range.   It would be helpful and less misleading to have a Setting to define the organization's Fiscal Year.  Canned "Quarter" filters would fall inline correctly from there.   Thanks! ... Mostrar más

It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress it through every stage until won/lost. Then every deal will show in the deal stage funnel report and allow us to measure sales performance. ... Mostrar más

It would be great if we could have a custom field type that was for "time."    This property would let me select the time for an appointment as well as the time zone.   It would help when trying to create workflows to trigger based off appointment times, not just the dates.    For example, 2 hours after the scheduled appointment, tell sales to do ____, remind marketing to ____.    Just having the day of the appointment is too broad. ... Mostrar más

We're struggling with the inability for reporting to display percentages versus JUST numbers.   For instance, in this example:     If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the ability to display percentages of each property that makes up the already measured whole would allow us to more accurately gauge trends of what percentage is ordering a certain method. Additionally, to have it be more of a pareto (based on selected measurement) would allow us to quickly cross-reference data sets and quickly say "oh, hey, number of orders who select this shipping method  is trending upwards!"   Would be really happy to sit down and walk through how this would look on a more granular level. ... Mostrar más