Product Update: Research Trends and Custom Property Analysis

Research Trends: Your Sales Data Tells a Story

Remember the insights from 2024 Wrapped? We turned that into a permanent feature. Research Trends analyzes your sales conversations to uncover patterns you'd never find manually.

Uncover What Really Matters

Select any date range and pipeline, then let AI reveal:

Positive Trends: What's actually driving deals forward. Maybe it's a specific feature mention, a particular use case, or a competitor comparison that consistently leads to wins.

Negative Trends: The real blockers killing deals. Discover objections you didn't know were common, process friction points, or pricing concerns that keep surfacing.

Customer Feedback: Direct product and service requests from the field. See what features customers ask for most, what problems they need solved, and what would make them buy faster.

Run Analysis Anytime

Unlike the one-time Wrapped report, Research Trends works on demand:

• Analyze last quarter to prep for QBRs
• Review the past month to spot emerging patterns
• Compare different pipelines to understand segment differences
• Track how customer feedback evolves over time

Export and Share Insights

Download your findings as a PDF to share with:

• Product teams who need customer feedback
• Leadership planning strategic initiatives
• Sales teams preparing for similar deals
• Marketing teams crafting better messaging

Customization options are coming soon, letting you focus the analysis on specific topics or themes that matter to your business.

Custom Property Analysis Arrives

Your custom HubSpot properties finally get the AI treatment. We automatically analyze and classify every custom field to help you understand what you're actually tracking.

AI Classification

For each custom property, our AI provides:

AI Description: Plain English explanation of what the property tracks and why it matters.

AI Category: Logical grouping to understand property relationships and identify redundancies.

AI Feedback: Suggestions for better usage, potential issues, or optimization opportunities.

Deal Pattern Analysis: How the property is actually used across your deals - is it filled consistently? Does it correlate with wins?

Discover Hidden Issues

The analysis often reveals:

• Duplicate properties tracking the same information
• Fields that sound important but never get filled
• Properties used inconsistently across teams
• Opportunities to consolidate or standardize

What's Coming Next

This is just the beginning for custom property intelligence:

• Usage analytics to show which properties actually matter
• Formula detection to identify calculated fields
• Journey stage mapping to connect properties to your sales process
• Automation recommendations based on property patterns

Early access is available now in the Playground. Your feedback shapes how we develop these features.

Enhanced Deal Pulse Mode Filtering

Deal Pulse Mode now supports filtering by close date and deal amount - two of our most requested features.

Close Date Filtering

Focus your deal reviews on what matters now:

• This week's closes for final push sessions
• Next month's pipeline for planning
• Q4 deals for year-end strategy
• Custom ranges for specific campaigns

Amount Range Filtering

Segment deals by size for targeted reviews:

• Enterprise deals needing executive attention
• Mid-market opportunities for standard playbooks
• Small deals that might be slowing the team
• Outliers that need special handling

Combine for Power

Use both filters together for surgical precision:

• "Enterprise deals closing this quarter"
• "Small deals closing this week"
• "Mid-market opportunities for next month"

These filters work with all existing Deal Pulse Mode features, including AI feedback filtering and team filters.

Putting It All Together

Weekly Planning: Start Monday with Research Trends to understand last week's customer feedback, then use Deal Pulse Mode to address the issues in this week's deals.

Property Cleanup: Use Custom Property Analysis to identify redundant fields, then update your process to use fewer, better properties that actually drive insights.

Targeted Reviews: Filter Deal Pulse Mode to specific close dates and amounts, making every deal review session focused and productive.

Strategic Insights: Run Research Trends quarterly to inform product roadmap discussions with real customer voice data.

Access These Features

Research Trends: Available now in your main navigation. Pick any date range and pipeline to start uncovering insights.

Custom Property Analysis: Access through the Playground for early feedback. Full release coming soon.

Deal Pulse Filtering: Already live in Deal Pulse Mode. Look for the new close date and amount filter options.

Each feature builds on the others to give you deeper understanding of your sales process. Research Trends shows what customers want, Custom Properties track it properly, and Deal Pulse Mode helps you act on it.