Great minds think alike

Hola, estaría muy bueno poder tener un informe que nos muestre la tasa de cierre por vendedor.   Es decir, en un grafico de barras, por ejemplo, ver la tasa de cierre de cada vendedor y podriamos compararlo con el mes anterior.   entiendase por tasa de cierre a Negocios ganados sobre la cantidad de negocios abiertos por ese vendedor.   Intente de mil maneras pero en un solo reporte no se puede tener. Si podes tener en un reporte los creados por un vendedor y podes tener en otro reporte los cierres por vendedor.   Pero la tasa de cierre no he podido lograrlo.   ...read more

In the build report from scratch you can use custom colours, this should also be available for normal default reports rather then the current colour palette options ...read more

There are a few reports to Create and add graphs too but it would be great to be able to create scatter graphs with the data to allow prospects to look for contacts who might have high value but low volume, or HubSpot score vs deal volume etc. ...read more

Allow the selection of all/multiple pipelines when setting revenue goals. You are forced to enter one pipeline here     ...read more

Would love a report that shows what changes have been made for each deal.  ...read more

When using analytic tools, or default HS reports, you are unable to customize the color.  Dashboards appear messy and disorganized when the scheme is not consistant.  Perhaps being able to edit the color scheme for an entire dashboards reports would save time and be really affective for visually differntiating dashboards from one another.   Who:  The Ops team needs to quickly access information.  I am a Rev Ops Co-ordinator and this would really help!  What:  Goal is to have a quick visual cue, letting viewers know they are on the right dashboard Value:  This will help speed up dashboard and report veiwing.  It would also enable some teams to be color coded contiguously.     Please also add calculation options to reports! Like what percent of my team is reaching their goals? George has complete ____% of their weekly goal X Pipeline holds X% revenue at this stage for this many days. The ability to show calculations or insert calculations into reporting would be amazing!!!! That also means if I understand the math, but not how certain properties affect a reports results, calculations can still be shown visually in Dashboards.   AND ANOTHER THING! 😉 Please please please!!! Can you allow for Dashboards to be organized, moved into specific order, put into folders and shared / visible by specific people? Currently it's everyone or no one.  I know there's the email option, but it would be cool if self discovery was a little friendlier.     Thanks so much for reviewing this!        ...read more

Para quien?: Aplicaria para el proceso de cierre de ventas. Meta:  Establecer cotizaciones más detalladas y personalizadas según la negociación que se lleva  con cada cliente en sus formas de pago.  Que exista una opción en la herramienta de cotizaciones para personalizar formas de pago del precio neto del negocio. Nuestros clientes normalmente difieren los pagos de su productos en coutas mensuales, que varian en montos y fechas de pago. Seria bueno poder personalizar los ingresos mensuales proyectados en las cotizaciones de HubSpot para fijar el acuerdo de pagos, y automatizar este proceso para hacer seguimiento a el  flujo de ingresos de esos negocios respectivamnete segun las fechas puestas en las formas de pago.  Valor: Tener un control mas claro de ingresos reales de facturaciones a las empresas. Seguimiento y registro de acuerdos de pago con clientes. Ver la opción para enviar recordatorios de pago y confirmación de los mismos. Tambien determinar informes de ventas de facturaciones vs dinero ingresado a la compañia, y sacar herramientas de cartera vencida.      ...read more

The inability to archive deals or filter on the deal stage in the sales pipeline is an issue for my organization and I imagine others.  Please add the ability to filter on particular deal stages in the pipeline, and the ability to archive closed deals.  ...read more

Hi,   For our Sales team I would like to be able to set goals solely for the different teams instead of the sales persons. Currently I can only add individual sales goals which will add up to the total team goal, since we'd like to abstain from individual goals it would be great to have a simply team goal.   It's located in 'Settings > Tracking & Analytics > Goals'. Simply an input field for the sales team irregardless of the persons in it.   Best, Sander ...read more