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💬 RevOps Discussions

Rechercher 💬 RevOps Discussions pour des solutions ou poser une question

maggiebutler le Septembre 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 Lire la suite

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OMe7

Membre

Mars 24, 2025 11:51

This is my first ever online course to begin with and Iam kind of thrilled to start this journey- I've no knowledge of- but I'll try my best!

GRiver le Mars 25, 2025

Reporting on one time discounts on deals

Hi there - anyone know how to see reporting on deals for the additional one time discounts that sales reps might give on the quote off the initial subtotal due? We don't want to allow this and then end up with us reporting MRR colletced and then Lire la suite

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kennedyp

Gestionnaire de communauté

Mars 25, 2025 19:41

Hi @GRiver ! Welcome to the Community-- happy to have you here 😊 Discounts, fees, and taxes for the quote subtotal will not be added to t...Lire la suite

Mrodriguez25ES le Mars 22, 2025

How to structure a sales pipeline in HubSpot when some steps can happen before or after closed won?

Hi everyone, I’m working on designing a sales pipeline in HubSpot and ran into a challenge .In our process, after a demo, prospects can go two ways: They may need to go through a technical setup required for a free trial before deciding to pur Lire la suite

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Jnix284

Au panthéon de la communauté

Mars 23, 2025 09:26

@Mrodriguez25ES without knowing your sales process specifically, yes, it is usually best to keep your deal stages to the most critical steps the bu...Lire la suite

NMavar le Mars 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

Expert reconnu | Partenaire solutions Diamond

Mars 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...Lire la suite

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ynnaejnyl le Mars 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 Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 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...Lire la suite

CWatson12 le Mars 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 Lire la suite

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CWatson12

Participant

Mars 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 ...Lire la suite

PMenkar1 le Mars 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 Lire la suite

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PMenkar1

Contributeur

Mars 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...Lire la suite

CarlosvBoekhold le Mars 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 Lire la suite

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TomM2

Leader d'opinion | Partenaire solutions Platinum

Mars 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...Lire la suite

PatrickH429 le Mars 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 Lire la suite

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danmoyle

Membre irremplaçable | Partenaire solutions Elite

Mars 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 ...Lire la suite

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Jaylin le Mars 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

Au panthéon de la communauté | Partenaire solutions

Mars 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...Lire la suite

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OAskarov le Mars 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. Lire la suite

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OAskarov

Participant

Mars 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 ...Lire la suite

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AMatalia le Mars 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 Lire la suite

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AMatalia

Membre

Mars 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...Lire la suite

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PMenkar1 le Février 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 Lire la suite

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Solution Acceptée

danmoyle

Membre irremplaçable | Partenaire solutions Elite

Mars 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...Lire la suite

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