Great minds think alike

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.   ...read more

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.   ...read more

Open Pipeline Coverage value is the result of dividing the goal / open pipeline value.   Honestly, I don't think it's working as designed because the closer you get to the goal you should need less coverage and the way it is working now is just does pipe/goal when it should be pipe/gap   Take this thoretical example:   OPEN PIPELINE = £996K GOAL £1.3M FY 2024 CLOSED WON £714.3K GAP £605.7K   OPEN PIPELINE COVERAGE = 0.8X    So why do I only see 0.8X coverage please? To my mind I have more the 1x coverage to meet the gap?    If I did open pipe/gap I get 1.644x which is the my pipeline coverage I have to hit my goal - otherwise its not doing its job IMHO in communicating coverage and when you show this to leadership they'll get spooked when they don't need to.   That's the point of goals - you need to know how much coverage you ned to get there - and right now the maths should say I have MORE THAN 1x coverage - or the gap is meaningless.   Please explain why it is working the way it is or add a new metric or change the way it is currenently working.... or tell me I'm barking up the wrong tree. ...read more

Goal:  HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal from Qualified prospect to 2nd meeting as there must have been a 1st meeting between.   Why is this good? As HubSpot's deal funnel analytics works the same way it would be more accurate and this way sales people would be incentivized to update their own deals more frequently. JIRA has a similar option although it's for a different purpose, it would fit how HubSpot's pipelines work.   How to create this option?  Admin users will want every kind of restrictions, not just the one where you can only put a deal to the next or previous deal stage. As a user experience on where to add this to HubSpot I would suggest adding this option to the Deal Settings page (where you are able to edit deals and create automation for them).   I would change the "Delete" button to "Actions" and add this functionality as a possible action to choose which deal stage the deal can move to from its current deal stage. ...read more

I am finding that records do not have a property that documents which user created the record, only who owns it. This is problematic from a reporting and workflow perspective. I would like to see ALL records across ALL objects include a System property for Created by...even if a deactivated user. Both reports and workflow should have access to this System property. ...read more

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. ...read more

When a sequence ends, I would like to group together & export the contacts by their "status" so I can have data around who responded and who didn't. There needs to be a filter in "Contacts" that includes the status of a sequence (Enrolled, no response yet, Errors etc.). Extremely necessary when dealing with hundreds of contacts. ...read more

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! ...read more

The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days.    Currently, the only options for rolling date ranges are for the LAST X days.     An option for NEXT X days is needed. ...read more