💬 RevOps Discussions

Search 💬 RevOps Discussions for solutions or ask a question
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Filter by
  • All labels
  • Academy
  • Admin
  • Alignment
  • AMA
  • Automation
  • Data Hygiene
  • Data Quality
  • Integrations
  • MarketingOps
  • Perspective
  • Platform
  • Process
  • RevOps
  • SalesOps
  • ServiceOps
  • SNA
  • sync
  • Tech Stack
  • TOS
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
maggiebutler on September 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 read more
Reply
19 upvotes
147 Replies
TheAdminArena
Member
March 20, 2025 13:54
Hey Everyone! I'm a RevOps Strategist with a solutions partner (RevPartners) and I love creating content for the community. I've got a long runnin...read more
NMavar on March 19, 2025
Revenue
He'll everyone. Nirmal this side. I am here to learn about revenue management course. Can someone help me
Reply RevOps
0 upvote
1 Reply
Josh
Recognized Expert | Diamond Partner
March 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...read more
Solved
ynnaejnyl on March 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 read more
Reply RevOps
0 upvote
2 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
March 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...read more
CWatson12 on March 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 read more
Reply RevOps
0 upvote
1 Reply
CWatson12
Participant
March 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 ...read more
PMenkar1 on March 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 read more
Reply RevOps
0 upvote
3 Replies
PMenkar1
Contributor
March 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...read more
CarlosvBoekhold on March 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 read more
Reply RevOps
0 upvote
4 Replies
TomM2
Thought Leader | Platinum Partner
March 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...read more
PatrickH429 on March 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 read more
Reply RevOps
1 upvote
2 Replies
danmoyle
Most Valuable Member | Elite Partner
March 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 ...read more
Solved
Jaylin on March 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?
Reply Platform
0 upvote
6 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
March 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...read more
Solved
OAskarov on March 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. read more
Reply RevOps
0 upvote
2 Replies
Accepted solution
OAskarov
Participant
March 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 ...read more
Solved
AMatalia on March 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 read more
Reply RevOps
0 upvote
4 Replies
Accepted solution
AMatalia
Member
March 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...read more
Solved
PMenkar1 on February 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 read more
Reply RevOps
0 upvote
9 Replies
Accepted solution
danmoyle
Most Valuable Member | Elite Partner
March 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...read more
Solved
LFenton20 on February 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 read more
Reply Automation
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
February 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...read more
Solved
JT29ASI on February 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 read more
Reply SalesOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
February 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...read more
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the RevOps with HubSpot Newsletter

Stay up to date on RevOps best practices and our community calendar

Featured Content

How to change revenue recognition model for ad-based revenue stream
Automating Renewal Quarter Indicator in Reports
How to track early-stage leads / deals?