Great minds think alike

Hi everyone I’d like to suggest a product improvement for HubSpot reports and dashboards that I think would have a big impact on usability and analysis:   Add the ability to filter reports and dashboards using an Associated Records dropdown, in the same way we can already do it in Index Views:     What do I mean exactly? In Index Views (for example, in deals or contacts), we can already filter very quickly using dropdowns based on associated records: companies, contacts, deals, etc.   The idea is to bring that same experience into reports, so we can:   Filter reports by associated company using a simple dropdown. Filter by owner, pipeline, contact, or any associated object without having to edit the report every time. Allow end users to “play” with the data using simple filters, without needing access to the advanced report builder.   Why would this be useful?   It would make reports more dynamic and reusable (one report, multiple views depending on the association). It would significantly improve the experience for sales/CS teams, who often work by account, segment, or owner. It would reduce the need to duplicate the same report just to change an associated record filter.   If this would be helpful for you as well, please give this idea an upvote so it gets more visibility with the product team. ...read more

Currently, if a link for one report in a multi-report dashboard is sent to a person (for example, the executive team for report reviews), the entire dashboard shows up and the person has to scroll down to find the applicable report.   It would be convenient and more productive if an anchor link is part of the report URL so the person would go straight to the relevant report within the dashboard and not need to scroll for finding the report. ...read more

HubSpot are making a change which means that users will no longer be able to report on both split and single owner deals together. You might have seen this banner on the top of some of your reports... Like many businesses, we use split deals, but not all deals are split. This change will mean that we can no longer report sales by rep. I can't understand the logic for HubSpot doing this?!    Please can you reverse this planned change HubSpot!!   It's going to make HubSpot unworkable from a reporting perspective. It will cause us huge amounts of pain (and cost) finding alternative dashboarding tools outside of HubSpot. I know many businesses use deal splits so will also be affected by this.   ...read more

Just like there is a native property "Number of Associated Deals" or "Number of Associated Contacts" on the Company object, I am in dire need of expanding this to all objects and have an 'Associated' Property on all objects. Beginning with "number of associated Leads" on Company, Contact, and Deal. And on Leads: "number of associated Companies, Contacts, Deals, etc" But it should be everywhere: Any Ticket should have a Number of Associated "Fill in Object" for each object. Any Deal, any Lead, any Service, any... you name it. I have been building for several customers, and have to find all kinds of weird workarounds to be able to reference the fact that there is a related/associated record on a different object, when it should be there out of the box. It affects everything, from Workflows to Reporting to anything you want to build or do or connect. Associations are incredibly powerful in Hubspot, but if I can't use them, they are not useful. ...read more

Currently when we add any existing properties as a dashboard quick filters, the only available operators are  "contains any of, Is Known, Is Unknown and Doesnt contain any of" Its missing "has ever been equal to, has ever contained" This is crucial to track historical data! ...read more

The suggestion is that the panels in the "Customer Success" and "Sales Workspace" tools respect the "Owner" field configured in each tool, avoiding unnecessary changes. Currently, when segmenting in the "Customer Success" tool for the "Responsible CS" field, and in the "Sales Workspace" tool, the "Responsible SDR" property is configured, but when we go to the "Dashboards" section of these tools, it is segmented by the "Company Owner" field, which is normally defined as the Responsible Sales Representative. This is not ideal, as each tool should maintain its own owner, without interfering with the main definition.   I propose that: In the "Customer Success" tool, the dashboard be segmented by the field selected as owner without needing to change the company owner to view the dashboard, allowing segmentation to happen independently.       2.  In the "Sales Workspace" tool, be segmented by the field defined as the tool owner and the dashboard respects this selection. The goal is to ensure that, regardless of configuration, the dashboard respects the owner defined in the main tool, whether in Customer Success or the Sales Workspace. This change will help maintain data integrity and optimize workflow without the need to change the company owner in different contexts. ...read more

It'll be great to have this functionallity so we can have more powerful insights within HubSpot. ...read more

I recently discovered that my custom report, which includes multiple objects (Deals, Line Items, and Companies), cannot be scheduled as a recurring email with an exported data file attachment.    I created a workaround by including a link to the report so that the recipient can export the unsummarized data themselves, but this is not sustainable as it requires the recipient to take additional steps when it could (and should) be automated.    Why this is important: These types of multi-object reports are critical when reporting to Executive teams and will ensure the value of HubSpot as a chosen platform when lobbying for ongoing budget. ...read more

Hey team, They would love to have the option to have a weekly based reference line. Right now, they are limited to only monthly based reference lines. ...read more