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EAube
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Member since ‎Sep 10, 2020
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Evan Aube

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Activity

GBcutler on February 16, 2021
Better reporting for Playbooks
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
Reply Idea Playbooks
208 upvotes
55 Replies
EAube
Participant
November 23, 2023
Absolutely! We could do so many things with playbooks and reporting is a big gap currently. Do we have an ETA on when this will be looked at?
AngelaGuzman on June 11, 2021
Historical and aging reports
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 c read more
Reply Idea Deals Properties Sales Reporting
30 upvotes
13 Replies
EAube
Participant
November 30, 2022
This is an obvious and serious flaw in Hubspot reporting. You can't created a report that simply shows the number of active, paused or cancelled ...read more
Solved
chewbecca on May 03, 2018
Report for Deal Stage Status per Month
Hi, I am trying to create a report that for each month it will show how many deals per deal stage are. I had thought I had figured it out by tracking it by last modified date, but just recently found out that the last modified date related to e read more
Reply Discussion
2 upvotes
6 Replies
EAube
Participant
February 18, 2022
I agree. Definitely not solved, and still not.
TCoppen on May 21, 2021
Allow Variable Monthly Goals on Reports
Currently report monthly goals are fixed to set monthly increases (see screenshot). Ideally, we want to set goals for each month that varies due to seasonality. We cant use the revenue goal section for this either as that links to a single read more
Reply Idea Dashboards & Reports
44 upvotes
13 Replies
EAube
Participant
February 18, 2022
Being able to monitor progress against our seasonal goals are critical to monitoring the health of our program. Please consider allowing this exp...read more
CGuthrie on January 27, 2021
Automated reporting
Would love to see an option to send automated monthly reports. This would be really helpful for our sales & marketing team. Currently we have a custom report looking at customer source (specifically organic and paid) and would love to be able to read more
Reply Idea Analytics Tools
1 upvote
1 Reply
EAube
Participant
March 05, 2021
I can't believe this isn't a thing yet. Almost every other CRM has the option to schedule exports in CSV/XLS
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