Hi Community Members - Is anybody aware of a way to change the default of calendar year to fiscal year??

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

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

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

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

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.

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

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

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

Hi, Can anyone detail how to create a report to show closed deal revenue month-on-month Thanks in advance.

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