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BrianGunner on September 16, 2020
Hi Community Members - Is anybody aware of a way to change the default of calendar year to fiscal year??
1 Antwort
Akzeptierte Lösung
Trendsetter/-in | Platinum Partner
September 16, 2020 08:05
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 ...Beitrag ansehen
pdansey on August 20, 2020
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 Beitrag ansehen
1 Antwort
Akzeptierte Lösung
Stratege/Strategin | Diamond Partner
August 20, 2020 12:30
Hi @pdansey Do you have the ability to create multiple pipelines? (Sales Pro/Enterprise plan). If so, have you considered creating two pipelin...Beitrag ansehen
joshsidener on Juli 13, 2020
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 Beitrag ansehen
3 Antworten
Akzeptierte Lösung
Juli 14, 2020 14:55
Hello @joshsidener Thank you for posting in the Community, based on what I understood I would recommend tracking recurring revenue in Hub...Beitrag ansehen
matheusjiran on Juli 09, 2020
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 Beitrag ansehen
Akzeptierte Lösung
Mitwirkender/Mitwirkende | Diamond Partner
September 16, 2020 12:19
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...Beitrag ansehen
jeromeant on Juni 19, 2020
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
1 Antwort
Akzeptierte Lösung
Stratege/Strategin | Diamond Partner
Juni 19, 2020 11:17
Hi @jeromeant , I think you could, but this requires some custom properties and reporting skills. MRR is a default Deal property in HubSpot, ...Beitrag ansehen
NZL on Juni 17, 2020
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.
2 Antworten
Akzeptierte Lösung
Stratege/Strategin | Elite Partner
Juni 18, 2020 04:31
Hey NZL, Unfortunately you won't be able to do that on Pro. A summary of goal types per tier are here: Sales Hub Starter and P...Beitrag ansehen
charliepinker on April 03, 2020
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 Beitrag ansehen
8 Antworten
Akzeptierte Lösung
Autorität | Gold Partner
April 23, 2020 22:40
Hi @charliepinker I don't know how to do it inside HubSpot without writing custom code, which requires time and budget. Personally, I ...Beitrag ansehen
BrianCarter on Februar 06, 2020
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 Beitrag ansehen
Akzeptierte Lösung
August 11, 2020 10:29
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...Beitrag ansehen
Sanjiiv on Januar 13, 2020
Hi, I'd like to create a report to show where deals were before they were marked as lost. E.g. 10 deals were marked as lost pre-trial, 5 were lost post-trial, etc. Is there any way to do this without having to click into each individual deal t Beitrag ansehen
Akzeptierte Lösung
Autorität | Diamond Partner
Januar 13, 2020 14:03
I recommend taking the following steps Add "Last Deal Stage" Property with a drop-down of all your active stages (not closed won or lost). Crea...Beitrag ansehen
luke-moagency on Oktober 03, 2019
Hi, Can anyone detail how to create a report to show closed deal revenue month-on-month Thanks in advance.
2 Antworten
Akzeptierte Lösung
Koryphäe | Diamond Partner
Oktober 03, 2019 06:15
Hi @luke-moagency Create deal report filtered on close date (this year) and deal stage (any won), then display data from close date and amo...Beitrag ansehen
Angelamr on Juli 16, 2019
Hi there, It is possible to create a report on Hubspot that shows the average deal size? If yes how can I create it? I need a report with the average deal size per month since the beginning of the year. I found out how to do it with the old Beitrag ansehen
Akzeptierte Lösung
Juli 16, 2019 08:59
@Angelamr I think I can help you here! There may be a canned report I am missing but I like to build custom ones, so click the create cust...Beitrag ansehen
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