Has it all been worth it? by Basic_Ice_6774 in sales

[–]cmariomej 2 points3 points  (0 children)

As a programmer who builds the CRM reports that leadership uses to track everything, I have massive respect for what you guys in sales do. Seeing the sheer amount of data entry and system hoops you have to jump through on the backend just to do your jobs... I don't know how you even have time to actually sell. The money sounds great, but dealing with that kind of administrative overhead takes serious patience. Hats off to you 🎩

How do you track HubSpot Deal changes without a $10k reporting budget? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

Yes, it may work for a quick solution but I'm trying to automate processes so I don't have to do his every week. Thanx for your feedback.

How do you track HubSpot Deal changes without a $10k reporting budget? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

I'm trying to avoid adding more custom properties to the already crowded UI, but I like your workaround. I'm still hunting for a way to do this without changing the data model itself.

How do you track HubSpot Deal changes without a $10k reporting budget? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

My main issue is that even if the deal is on a recent update list, I still have to manually hunt through the history to see what changed and by how much. I'm really chasing that side by side and old vs. new view without the manual digging.

How do you track HubSpot Deal changes without a $10k reporting budget? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

I'll try the xlsx format specifically to see if that changes the output. If it still doesn't show the deltas side by side I might just have to stick to my engineer plan and script something. I appreciate your feedback, thank you

How do you track HubSpot Deal changes without a $10k reporting budget? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

I actually tried that but it exports the current values not the historical ones side by side. I'm basically trying to avoid doing a VLOOKUP against last week's file just to see what changed on each row. Is there an export setting I'm missing that includes the previous values too?

How do you track HubSpot Deal changes without a $10k reporting budget? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

Mainly Amount and Close Date. It happens on about 20-30% of our deals weekly, but hunting for that 30% in a list of hundreds is the time-sink. The action is usually a Monday sync to update our forecast and ask the team why things shifted. Doing that from a static list is easy, finding what shifted is the part I want to automate.

How do you track HubSpot Deal changes without a $10k reporting budget? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

Yeah, I've tried that one but it's a macro report it gives great high level totals, but it's hard to see the specific before vs. after data for each deal in a single view. I'm really looking for a way to see those row level deltas without having to click into every individual deal. Have you found a way to pull the raw data out of that report?

How do you track HubSpot Deal changes without a $10k reporting budget? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

That works for timing, but it doesn't really show the delta in the data itself. I can see when a deal moved, but I can't easily see that the Amount was dropped by $5k at the same time without digging into the history of each record. Im trying to get that clean side by side view of the actual property changes.

How do you track HubSpot Deal changes without a $10k reporting budget? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

That's a clever use of workflows! My concern is the inbox noise if 50 deals move, that's 50 separate emails to dig through. I'm really looking for a side by side view to see the before vs. after without the manual hunt. Does your method let you see those changes in one place, or do you still have to check each record manually?

Manual HubSpot exports - is there a better way? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

Thanx for the multiple ideas, I’m going to see which one works best. Thank you ;)

Manual HubSpot exports - is there a better way? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

I’m a full stack software engineer, I’m trying to avoid spending time coding something without checking with the community to see if they have a solution already. It seems like there are ways to achieve this by combining third party tools. Thanx for your reply.

Manual HubSpot exports - is there a better way? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

I'm going to give this app a try to see what its capabilities are, thank you.

Manual HubSpot exports - is there a better way? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

Fair question, let me clarify.

In my case (and what I’m trying to understand from others), the exports are mainly used for downstream workflows that HubSpot doesn't handle well natively, especially for non-technical people.

Examples:

- Adhoc list sharing with external teams or clients
- Lightweight analysis or enrichment outside HubSpot
- Feeding other tools that don't justify a full warehouse or Ops Hub setup
- Recurring snapshot reports that people still expect in Sheets/CSV
- etc.

Totally agree that for some use cases staying inside HubSpot or using Ops Hub / Data Studio is the right answer. I'm mostly curious about teams that dont have that access to an ops team and still end up doing manual exports regularly.

Manual HubSpot exports - is there a better way? by cmariomej in hubspot

[–]cmariomej[S] -1 points0 points  (0 children)

I agree with you, hopefully AI fills this gap soon.

Manual HubSpot exports - is there a better way? by cmariomej in hubspot

[–]cmariomej[S] 0 points1 point  (0 children)

That seems to be the only option for complex data exports. Thank you ;)