La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
It would be great to set a quotas on the dashboard that is for the entire organisation. At this moment quotas will need to be set by each individual person and cannot be set on a company level. Being able to set goals on a company level it would be easyer to manage our companie goals instead of looking at the individeual progres.
This would be extremely helpful. We set goals as a company depending on the office.
It would also be helpful to have options of what to set goals for. For example, we set goals regarding how much to sell to specific clients. So we want to sell $10k for client A, $50k for client B, $20k for client C. With the goals set, we could then view all the information on the Dashboard. It would be great to be able to do this in Hubspot!
Specific example: As a company, we have a set ARR goal per year, then individual reps have ARR goals per month that in total combine to more than the company goal to account for possible under/overperformance of individual reps.
The current implementation of goals doesn't allow for this, as setting up the individual goals also increases the overall quota goal which would always be unattainable (or at least very unlikely).
Our organization also works with goals on customer level instead of sales rep level. We translated our total revenue goal into Hubspot sales rep goals per pipeline per month in order to be able to report and forecast on totals per pipeline. However in order to report and forecast on a customer level we use a custom company property under the Target accounts section called "Year target" and build custom reporting to report on progress. It would be nice though if goals per target account (or company) would be added as a Year target column to Target Accounts, Forecasting and Sales Analytics.
Yes! Please make this a thing. We measure for the company as a whole and within our program performance. Would be great to be able to enter goals without having to assign a team member or a team in general.
It's very common for businesses to forecast at the company level. This seems like a very big miss for a CRM. It would be great to be able to set Annual Forecasts at the Company Level, and have a calculated property that shows Gap to Forecast (similar to the Forecast UI).
The other key to make this very useful is having a company property that tracks the Total Annual Revenue based on the Fiscal Year Settings you have. To do this, you have to jump through some crazy hoops and create a number of trigger properties just to make this happen. Currently, the Total Revenue property doesn't reset annually, so having a "Total Annual Revenue" property based on the amount of closed won deals based on your fiscal year settings would be an excellent and very welcome addition.
Being able to set a goal on a specific company would make the life much easier for us as well. Our sell reps are handling multiple clients and we cannot track on each individuel client only the total sum of the goal.
Pour ajouter un commentaire ici, vous devez être inscrit. Si vous êtes déjà inscrit, connectez-vous. Dans le cas contraire, inscrivez-vous puis connectez-vous.