Hi @BrianGunner ,
I've heard this request a few times recently. There is an idea in the forum here . In the meantime, the best workaround is ...read more
Hi We have a single deal stage pipeline for which each stage has a % win probability set, all normal there. However, once a deal is at say Proposal Submitted it is much more likely to close if it is an existing customer than if it is a new cust read more
Hi @pdansey Do you have the ability to create multiple pipelines? (Sales Pro/Enterprise plan). If so, have you considered creating two pipelin...read more
Hi! I've used HS at anorher company and there I had to create integration with other provider to get nice forecast reporting... So... I (and I think everybody else also) needs forecast reporting based on deal pipeline & weighted amount b read more
Hmm... still don't working... I haven't found a way to use forecast reports with weighted pipeline with separated one time fee and MRR. Is there a wa...read more
Any one have any luck creating a report that has Deal Names on the left handside and Deal Products Cross the top? Deal product dollars should not only be separated out (we have about 7) by product but also by One Time Fees and Recurring Fees. We kee read more
Interesting question. I haven't been able to figure it out but ended up getting my team to build something similar. I'd love to chat to you about you...read more
Looking for some advice on building a custom report to show our ARR growth YOY, as well as ARR growth per customer YOY. Our product/sale is very "land and expand" so it is important for us to start tracking how that is taking shape. Any help wo read more
My company currently uses products (line items) with negative unit price to track downsells and churns. We can report very well on Deals x Line Items and track our revenue changes using this method.
We did that by adding a value to the "Unit Disco read more
Solved within the new Products view!
I'm not sure if there was an update, but following the steps below we managed to have products with negati...read more
Hi, Our sales teams as MRR KPI Goals and I would like to setup goals with MRR and not with revenue. Could it be possible to setup goals on MRR and not on revenue ? Thanks, Jerome
Hi @jeromeant ,
I think you could, but this requires some custom properties and reporting skills. MRR is a default Deal property in HubSpot, ...read more
Hey, we have a list of product types or categories and we need to set monthly sales revenue targets for each category for reporting purposes. Does anyone know if this is possible using Pro version.
Hello - we utilise tasks to take action on a contact or deal, I can see that I can associate those tasks to a person or deal, but how can I attribute success to that task for helping create or close a deal? An integration we have places informa read more
I am currently trialing HubSpot and considering a move away from HarmonyPSA but cannot find a way to report on Gross Margin. Revenue is much less important to us because if there is no margin we are in business for nothing. Can someone please explain read more
Hi all, I'm trying to create a report that shows the sum of all active MRR (e.g. from deals) by month. The first thing I did was to create a report that showed closed won deals by month, and make it cumulative so it adds up past deals into each read more
I'm aware there are several 3rd-party software that can integrate into HS, however, I'm curious to know if anyone has been able to find a way to show deal slippage? What I want to see: How the pipeline for the business has changed through tim read more
Hey Vince, HubSpot now has a Sales Analytics section inside of the Analytic Reports that gathers the majority of this data. There are a few minor...read more