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dgrover
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JBrown85 on Juli 22, 2021
More Robust Sequence Reporting
I'd like more robust sequence filters in the reporting. For example, adding the sequence status to filter reports by. As of right now, I have to go into one specific sequence and I can only filter the status for that sequence. In my case, I want to Beitrag ansehen
Antworten Idee Analytics Tools Dashboards & Reports Sales Reporting Sequences
1 Likes
1 Antwort
dgrover
Mitglied
September 01, 2021
This is imperative for our team. I cannot build a report that shows current number of enrolled contacts in an individual sequence--only total number ...Beitrag ansehen
DwiP on Januar 07, 2020
HubSpot - Google Drive (Shared Drives)
Currently, in HubSpot, we can upload files from Google Drive as attachments in the Deal Record. However, users is not able to select Shared Drives in the Google Drive. It would be beneficial if there would be an improved functionality where user wo Beitrag ansehen
Antworten Idee Deals File Manager
33 Likes
24 Antworten
dgrover
Mitglied
August 18, 2021
This is pertinent to our org since HubSpot only has document management for external-facing marketing materials.
Brendan_ on Dezember 27, 2017
Custom Business Day/Holiday Calendar for Sequences
Is a feature to customize what days are recognized as non-business days being considered or developed? It'd be nice to set certain days to automatically skipped (not just weekends) when sending sequences.
Antworten Idee Sales Content
57 Likes
27 Antworten
dgrover
Mitglied
Juni 02, 2021
HubSpot, we need these types of global setting options. It is killing our efficiency. Please work to create customized blackout calendars.
dbovs on September 02, 2020
Exported sales report with dollar value currency column needs $ inserted
When I export pipeline reports into a spreadsheets that contains a dollar value currency column, a $ is not inserted into the cells in the column. I then have to take the extra step of formatting the cells to insert the $. It would be great if this Beitrag ansehen
Antworten Idee Dashboards & Reports
11 Likes
2 Antworten
dgrover
Mitglied
Mai 10, 2021
Especially when working with multiple currencies this is a hassle for our executives. Every report name must contain the unit that we are measuring. ...Beitrag ansehen
revilo on Mai 25, 2020
Round up decimal points in Reports
Make it possible to round up figures in dashboards and reports so that there are not figures with long lists of decimals.
Antworten Idee Account Settings
47 Likes
21 Antworten
dgrover
Mitglied
Mai 10, 2021
Please make this happen. It is also unclear why decimals show up on some types of reports, and not on others.
rjurbala on Mai 02, 2019
Decimal Points and Format of Deals in Board View
Recently decimal places have been added to the deal amounts when viewed in Board View. It should be an optional setting to have these or not, whichever makes sense for the individuals use. In addition, the deal amount and description used to be Beitrag ansehen
Antworten Idee Deals
73 Likes
33 Antworten
dgrover
Mitglied
Mai 07, 2021
1000% agree. This makes HubSpot look juvenile compared to Salesforce reporting capabilities. Please note that items like this add to our desire to mo...Beitrag ansehen
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