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💬 RevOps Discussions

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maggiebutler en Septiembre 14, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n Leer más

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146 Respuestas

Fae_Gilfillan

HubSpot Employee

Marzo 06, 2025 04:23

That challenge of enhancing the privacy settings without introducing any friction for the customer is definitely the tightrope my team treads! We un...Leer más

NMavar en Marzo 19, 2025

Revenue

He'll everyone. Nirmal this side. I am here to learn about revenue management course. Can someone help me

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Josh

Experto reconocido | Partner nivel Diamond

Marzo 19, 2025 08:37

Hi @NMavar , I would suggest the certification course on HubSpot Academy as a starting point: https://academy.hubspot.com/courses/revenue-ope...Leer más

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ynnaejnyl en Marzo 19, 2025

3 Dashboard into 1

Hi guys! Asking for your assistance. How do I make this 3 Dashboard into 1 Dashboard only? I tried creating one, the Date entered "LCB (Lead Status)" (the Launch Call Booked) has the accurate data (sort of), while the others have been added Leer más

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2 Respuestas

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karstenkoehler

Miembro del salón de la fama | Partner

Marzo 19, 2025 03:09

Hi @ynnaejnyl , In HubSpot reports, you can place only one date property on the x-axis – I'm not aware of ways to have the axis display multip...Leer más

CWatson12 en Marzo 18, 2025

Using Hubspot Formulas in Reports for Conversion Rates

Hello, I am trying to calculate conversion rates for MQL:SAL and MQL:STG2. I have a custom object that creates a record for every MQL and then stamps known SAL date and STG2 dates if the deal is created within 90 days of said conversion. I want Leer más

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CWatson12

Participante

Marzo 18, 2025 16:08

Just kidding, I realized I could make 2 new properties 1 to stamp yes if conversion is 90 days before deal create, and 1 for stg2 and those those to ...Leer más

PMenkar1 en Marzo 12, 2025

Deals and Contact Lifecycle stage

Hi Folks, I have a requirement from the marketing team, that if we can restrict deal creation until and unless the contact to be associated with deal is updated to "Opportunity" on lifecycle stage. In other words, we need to see the contacts to mov Leer más

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PMenkar1

Colaborador

Marzo 13, 2025 08:29

Thanks you just read my mind it seems 😀 I was also checking out the new deal approval in pipeline settings. This method would take away direct dea...Leer más

CarlosvBoekhold en Marzo 12, 2025

Removing company associations automatically after Job change enrichtment

Hi everyone, We recently started using Apollo and are looking into assigning people to the right companies, since we all know people can switch jobs. It sadly becomes a mess when you want to do this since the old association stays intact, so Leer más

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TomM2

Líder intelectual | Partner nivel Platinum

Marzo 13, 2025 12:26

Hey @CarlosvBoekhold apologies, I understood from your initial question that you wanted to remove the association between a contact to a company, j...Leer más

PatrickH429 en Marzo 11, 2025

How to change revenue recognition model for ad-based revenue stream

Hi all (not sure if this is the right channel but posting just in case!) I have a challenge/question around Hubspot’s standard revenue recognition model. I am working with a company that has a daily newsletter with the main revenue stream as ad plac Leer más

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danmoyle

Miembro estimable | Partner nivel Elite

Marzo 12, 2025 08:44

What an interesting use case and challenge, @PatrickH429 . You're stretching HubSpot for sure. I like the ideas you're using so far - custom ...Leer más

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Jaylin en Marzo 11, 2025

how to creat a chart in dashboard related to the rate of loging by country?

i want to track the usage of system by country, and generate a chart in dashboard so that i can show it to my team, how can i set this chart? it seems that i can only use the exsting chart in audit log, it coundn't be created by myself?

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karstenkoehler

Miembro del salón de la fama | Partner

Marzo 11, 2025 05:37

@Jaylin as far as I know, there is no data source for login activity in the custom report builder, meaning that this is currently not possible outs...Leer más

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OAskarov en Marzo 09, 2025

Automating Renewal Quarter Indicator in Reports

Hello Community, I was asked by one of my clients to create a report, the client would like to see a property in the report that indicates on the renewal quarter. For example: Renewal date is 14.3.2026, the renewal quarter will be Q1, and so on. Leer más

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OAskarov

Participante

Marzo 12, 2025 05:41

Hello @DianaGomez , thank you for the direction. I manged to solve it with some help from ChatGPT. I created a new dependent, calculated property ...Leer más

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AMatalia en Marzo 03, 2025

Trend line from 1 deal stage to another

We have a number of stages in our deal pipeline but I am mostly interested in identifying trends between 2: Discovery Completed (20%) Proposal Sent (30%) I have tried a # of report types but cannot figure out how to best visually reprsent a Leer más

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Solución Aceptada

AMatalia

Miembro

Marzo 13, 2025 13:28

Karsten, thanks for your responses to my questions! I've asked around just to see if others have solved for this in another way. Everyone has mention...Leer más

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PMenkar1 en Febrero 28, 2025

Tracking previous deal stage

Hey all, I am trying to track the previous deal stage in HubSpot. Recently HS released an update to track properties changes on object. So for my purpose I have started tracking properties changes for deal stages. It looks like this on custom even Leer más

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Solución Aceptada

danmoyle

Miembro estimable | Partner nivel Elite

Marzo 04, 2025 09:11

@PMenkar1 I had the workflow a little off in my comment above (and I can't seem to edit it). Here's a more accurate representation of what should h...Leer más

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LFenton20 en Febrero 26, 2025

Company workflow based on a date property every year

We are building a workflow that needs to run every year on the same date [Day and Month]. We are asking our success team to reach out to clients that have subscribed a specific membership and we are using the close date on the company record. Ca Leer más

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karstenkoehler

Miembro del salón de la fama | Partner

Febrero 26, 2025 09:20

Hi @LFenton20 , That should work 🙂 One way to test this (which I'd recommend) is creating a company record that should enroll tomorro...Leer más

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JT29ASI en Febrero 23, 2025

Workflow to populate regions based on country

Hi, I created 2 properties in the Company Object: Region and Country, which i both set to dropdown, and I pre-filled the Country with the HubSpot Country list (over 200 countries). Currently my flow is: Trigger: Country is known. Branch on every Leer más

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karstenkoehler

Miembro del salón de la fama | Partner

Febrero 24, 2025 00:01

Hi @JT29ASI , What exactly do you store in the region field, is it values like EMEA, LATAM etc? If so, the time saver here is the type of br...Leer más

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