Great minds think alike

I am trying to create some reports on Sequences yet when I use the property, "last sequence enrolled" it is a numeric value, not alphanumeric/text.    Why would I want to display a number in a report and not the actual name of the Sequence?  I recommend creating a Last Sequence Enrolled by Name so reporting can be more useful for tracking and management.    ...read more

I have had issues on several occasions with creating reports that show historical activity on deals or aging. Examples:   1. Real-time deal stage aging and total age of deal - even if you try to create a custom property for this it only lets you calculate from a limited list of date properties which are not helpful - and you can't use a value like "today" to calculate the time between an existing date property and the current date. 2. Deal movement/time it takes in different stages/identifying here deals get stuck -  This is something that seems pretty straightforward and comes out of the box with many other CRMs...wondering why not with Hubspot? If you can track every single change made to a property or deal, and the activity is right there, why can't that information be reported on? The "Time spent in Deal Stage" standard report is not helpful at all - because each stage is only tallied AFTER it moves on to the next stage, not in real time like mentioned above! 3. Last deal stage before closed - this was also impossible to build even with Support helping out, because of the historical reporting limitations.   If we were able to report on and measure time between a wider range of time-stamped events, like deal stage movement, and also report on WHERE deals are getting stuck in the pipeline, this would be a huge step forward for Hubspot reporting limitations. ...read more

It will be geat to have a report that shows duration of a call. We use in-built HubSpot calling feature to make calls. We used to use Standalone DialPad, but since we switched to this calling, there is no way to find out what the duration of the call is for each sales person. For example, I made a call for prospecting, it took 1.20 seconds. I want to be able to run a report that shows me total duration of all calls for specific rep on selected time frame. Also being able to click on that total to view each call duration will be ice on the cake.   Thank you. ...read more

We have created Pipeline stages where some of those stages are KPIs for the Sales Team. Example KPI; book 4 x 1st Prospect Meetings per week. If a deal is created and added to the Pipeline and the deal is entered in the first Pipeline stage of '1st Prospect Meeting Booked' then moves through additional stages within the reporting period, currently reporting can only shows the stage that its currently in. This means that we have to do manual reporting to show how many deals have been placed in the different pipeline stages. I'm asking for a means to report on all stages of a Pipeline a deal has entered within a given time frame. ...read more

Hi - When I was doing lead scoring, I was only able to choose all emails or individual emails. I have several campaigns going including ABM, general nurture, etc. I'd like to assign the general nurture fewer points and the ABM emails higher points.  Adding each email individually quickly takes up my 100 lead scoring options.   I also don't have the option when I choose emails to also add points when someone clicks on a link in the email. That would be helpful as it indicates engagement and that they are further down the funnel.  ...read more

Hi - I've run into the issue that I have over 100 forms in our database. This is from various content pieces (ebooks, blogs, infographics, etc.) and contact us forms that are based on various campaigns.   When trying to set up lead scoring, I ran into the issue that I would like to assign different forms different score values. However, there's not an option to choose "xx form" or "xxX form" or "xXxx form". It only allows out to either pick and assign each form individually or all of them. It would be great to have the "or" function in lead scoring similar to how it's set up in workflows.  ...read more

Hi there, Hubspot is getting rid of cross-object reports and replacing it with something else… On cross-object reports you can filter the date by ‘last week, last month, quarter up to now’ etc. i.e. date range and represented in different frequencies e.g. weekly. (see attached 1).    At the moment, you can’t do that on Custom Reports.    So the reports must be within a specific time frame e.g. 1 May - 31 May. (see attached 2) I think it's really important to add/keep the dates feature cross-object reports have to the other types of reports on Hubspot going forward.    Thank you.  ...read more

Hi there, I would like to have a report that would show the number of contacts in a lifecycle phase, i.e. Subscriber, Lead, MQL, SQL, Opportunity and Customer - per month - in a diagram with different pillars for each Lifecycle Phase. This is currently only possible by Date of Creation - not by Date of Conversion. 1. Head of Marketing, Head of Sales, Founder, CEO, COO 2. Manage Marketing and Sales in order to achieve commercial goals 3. This report is beneficial because in Marketing- and Sales Management, you want to know how many contacts you have in each lifecycle phase and compare that on a monthly basis, in order to manage marketing and sales efforts as well as success. 4. Usually found in management reports   ...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