KTravison

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Kristen Travison

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Activity

AHudson on May 07, 2021

Change color scheme of all reports - Even Hubspot curated ones

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 read more

Reply Idea Analytics Tools Dashboards & Reports Sales Reporting

55 upvotes

19 Replies

KTravison

Member | Elite Partner

November 15, 2021

Similar to this, when creating reports for comparison purposes it would be great if you could set a certain segment to consistently be the same color...read more

Ruben_tB on September 10, 2020

Increase visibility of the workflow description

With workflows you have the option to add a description. Which is super useful if you want to give explantion or context to a complex workflow. However, the description itself is quite hidden. You have to click twice to see it - More > Descr read more

Reply Idea Workflows

12 upvotes

4 Replies

KTravison

Member | Elite Partner

October 14, 2021

I agree with this -- the description is difficult to find. It also should be on more workflows than just Contact-based workflows. If I create a Deal-...read more

annemarien on August 26, 2020

Export a single property's sub-values (e.g. dropdowns, checkboxes)

We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead. Also do you need an ide read more

Reply Idea Account Settings

251 upvotes

55 Replies

KTravison

Member | Elite Partner

September 23, 2021

I agree this seems like a fairly simple/very useful functionality. For example, I'm trying to clean up the property names that we have listed for a ...read more

Kim_GP on July 24, 2017

Customize the close date in deals

When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more

Reply Idea Deals

334 upvotes

140 Replies

KTravison

Member | Elite Partner

July 20, 2021

This should absolutely be a setting that can be adjusted at the company level depending on sales cycle length. It's very tedious for the sales team t...read more

Brandonbaker on September 17, 2018

Multiple Knowledge Bases

The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) read more

Reply Idea Knowledge Base

764 upvotes

214 Replies

KTravison

Member | Elite Partner

July 01, 2021

This should definitely be moved to a higher priority in the update queue given a. how many people have been requesting it, and b. the fact that your ...read more

kristen_sb on June 07, 2018

Funnel View Report for Custom Contact Field

HubSpot's Lifecycle is incredibly limited - we don't run our business against these very general and limited value. We have a custom field we have created for our own marketing lifecycle and use automation to set this field value based on diffe read more

Reply Idea Marketing Reporting

195 upvotes

46 Replies

KTravison

Member | Elite Partner

April 16, 2021

I agree that building funnel reports and conversion data off of more than just the lifecycle stages is crucial. Especially for Enterprises with long ...read more

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