KTravison

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AHudson le Mai 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 Lire la suite

Répondre Idée Analytics Tools Dashboards & Reports Sales Reporting

56 Mentions J'aime

19 Réponses

KTravison

Membre | Partenaire solutions Elite

Novembre 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...Lire la suite

Ruben_tB le Septembre 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 Lire la suite

Répondre Idée Workflows

12 Mentions J'aime

4 Réponses

KTravison

Membre | Partenaire solutions Elite

Octobre 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-...Lire la suite

annemarien le Août 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 Lire la suite

Répondre Idée Account Settings

252 Mentions J'aime

56 Réponses

KTravison

Membre | Partenaire solutions Elite

Septembre 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 ...Lire la suite

Kim_GP le Juillet 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 Lire la suite

Répondre Idée Deals

334 Mentions J'aime

140 Réponses

KTravison

Membre | Partenaire solutions Elite

Juillet 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...Lire la suite

Brandonbaker le Septembre 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) Lire la suite

Répondre Idée Knowledge Base

764 Mentions J'aime

214 Réponses

KTravison

Membre | Partenaire solutions Elite

Juillet 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 ...Lire la suite

kristen_sb le Juin 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 Lire la suite

Répondre Idée Marketing Reporting

195 Mentions J'aime

46 Réponses

KTravison

Membre | Partenaire solutions Elite

Avril 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 ...Lire la suite

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