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

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 Beitrag ansehen

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 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.

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 Beitrag ansehen

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 Beitrag ansehen

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