I’m having trouble finding monthly revenue data broken down by product categories when I look at customer accounts on the HubSpot mobile app. My team says this feature doesn’t exist on mobile and that we can only access this information through the desktop version. This seems crazy to me because I really need this data when I’m preparing for client calls or when I’m out in the field selling. Is there actually no way to see monthly product category sales figures for accounts on the mobile app? If that’s true, it feels like a huge missing piece since this is probably the most critical information I need when reviewing customer accounts on the go.
Nope, this feature doesn’t exist in the mobile app. I’ve been bugging my sales manager to escalate this with our HubSpot rep since it’s hurting our field performance. The mobile version only handles basic CRM stuff, not detailed analytics. My workaround? Export monthly revenue breakdowns from desktop to a spreadsheet I can pull up in Google Sheets on my phone. Not pretty, but it works. Desktop reports won’t load properly in mobile browsers, especially with crappy signal during client visits. Can’t believe they haven’t fixed this yet with so many sales teams working remotely.
totally agree, the mobile app is lacking. i faced the same situation and ended up just using the web version on my phone. it’s not ideal but offers a lot more features when you’re on the go.
Yes, your team’s correct – this is a genuine limitation. I’ve utilized the HubSpot mobile app for a while, and the reporting features are noticeably less comprehensive than those on the desktop version. The mobile app primarily focuses on fundamental contact management, deal tracking, and simplistic dashboards without much in the way of in-depth revenue analytics.
What I’ve found useful is creating custom reports with the necessary product category breakdowns on the desktop. You can save these as favorites in your dashboard; while they might appear on your mobile as basic widgets, at least it’s something. For crucial client meetings, I tend to take screenshots of those detailed desktop reports in advance. On occasion, I use HubSpot through a mobile browser instead of the app; while it might be a bit less user-friendly, it offers access to more features.
Yeah, this is a known gap in HubSpot’s mobile app. Hit the same wall about six months back when we switched from Salesforce. The mobile app’s really just for basic contact updates and deal stuff - not comprehensive reporting. After weeks of frustration, I found a workaround. Set up HubSpot’s automated email reports from desktop to send weekly breakdowns straight to your inbox. You can customize them for specific product categories by customer account. Then I just pull up those emails during client calls. It’s not real-time, but having those reports in my email has been a lifesaver in field meetings. Also worth checking if your org has API access - some colleagues built simple mobile dashboards that pull this data, though that needs tech resources most sales teams don’t have.