Great minds think alike

rossfruin · ‎Apr 21, 2017

It would be nice to see conversion rate data (like you can in the Funnel Reports) of all deal stages even when a deal skips a stage. Almost every sales organization I've been a part of has deals that will go from stage 1 to stage 3 or later, and skip stage 2 for one reason or another. In cases like these, it should still be counted as a conversion from stage 2 to 3 even though it was not "placed" in stage 2.

basil · ‎May 30, 2019

We have a lot of timeline objects on all of our records including custom timeline objects we create via API. It would be great if we could create custom reports for these timeline events. Here is how that would work: 1) Choose your data set / cross data set, e.g. contacts or contacts and companies 2) Choose your timeline events e.g. calls, ads activity, or from integrations like GoToWebinar or your custom timeline event from API 3) Create filters e.g. just use contacts with certain properties for that graph 4) Plot this as time series or as aggregate Like that I could plot GoToWebinar attendance frequencies over time for a certain customer segment or plot GoToWebinar attendance per customer segment. That would be extremely valuable. I am sure many people would buy the reporting add on for such a functioanlity.

SCreurer · ‎Apr 23, 2021

In Sales Hub currently one can only set up goals and forecast on one pipeline As I monitor individual performance from my account exec, I would like to be able to combine several pipelines into forecasting and goals; so that my report and I can have a clear view of their target achievement whilst having the ability to track and report on deals from different pipelines.

VagaeNatus · ‎Feb 8, 2019

Currently, filters involving rules like "last X days", excludes today. We need a second version of that filter that includes today. Use case: I want to track the activity of my Sales Reps, I build a report and I want to see how is the activity over 30 days including today: currently, I can't. I can either show "last 30 days" (in which case I will not see today) or "this month" (in which case as the beginning of each month I will not see how we were doing the week before). Example: Adwords (an many other systems) has those 2 options (see below) There were some conversations on the forum on how to achieve what this feature would do (see here)

mecalagill · ‎Aug 15, 2017

It would be helpful to have a way of exporting what was the last email they received, what email they unsubscribed from, and a reason as to why they unsubscribed. It would be benefical for us to get to know our leads better and helps with segmentation of similar leads that are still subscribed.

glencornell · ‎Jul 19, 2021

The default reports on the sequence summary page (shown below) do not provide adequate insight as to how a sequence is performing, or functionality to allow folks to view and act on the contacts that are currently in a sequence. Additional reports are required to get the full picture for how my sequences are performing, and the existing reports must be updated with behavior and functionality to allow me to see how contacts are engaging and responding to my sequence. This idea was created by the HubSpot product team to communicate progress and take in feedback on this active project/current priority.

amyT · ‎Jul 11, 2017

The custom report feature is great but I think we should also be able to export the data from the custom report from the dashboard into an excel file in addition to pdf and ppt.

Arun_Opto22 · ‎Nov 29, 2017

I think there should be the ability to limit the permission to edit the Sales Dashboard. I've made the dashboard look like I want it to for my sales team...but individual salespeople have the ability to go in and modify it...but it is a "global" view. This makes no sense. I realize I (or individual salespeople) can create "custom" dashboards, but nevertheless....

em · ‎May 17, 2017

It would be really helpful if we could add more than 10 widgets per reports dashboard. Right now we have it set up so each salesperson has their own dashboard, but I can only show a limited amount of information. I could create multiple dashboards per salesperson, but that is just going to get confusing and will be a hassle if we always have to switch between. It seems like this would be an easy fix, but maybe there is a hurdle I am unaware of.

fmacpherson · ‎Feb 9, 2017

Currently dashboard reports show the total number of contacts related and you can't view who those contacts are without separately creating a list, or creating a variation of the dashboard report which isn't available for all report types (for example, it's not available for the funnel report). It would be really helpful if I could just click into each funnel stage to see a view of who the contacts in each stage are. This would be helpful across all reports, not just the funnel, and would save a lot of time and duplication of work creating reports in the dashboard and cross referencing to find out who the contacts in question are by creating lists. This is possible in other reporting tools such as InsightSquared, and I would love to see it available in HubSpot too. It would save a lot of time and vastly improve the user experience of the dashboard tool we've invested in!

Great minds think alike

Include Conversion Rates in the Deal Stage Report Like In The Funnel Report...

Timeline Reports

Forecasting & goal setting from multiple pipelines

Last X days up to yesterday VS. last X days up to today

Email Opt Out Reason and What Email made them unsubscribe export option

Improved reporting and analytics on the sequence summary page

Ability to export Excel files from dashboard custom reports

Permissions to Edit Sales Dashboard

Increased number of widgets per reports dashboard

Drill Into Dashboard Reports to View Contacts

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