Las grandes mentes piensan igual

Our team is utilizing the "Forecast Amount Legacy" where we set the forecast category and probability within a workflow. We see that the two main weighted reports you can pull in "Sales Analytics" would be "Weighted Forecast Category" and "Weighted Pipeline Forecast" -- both of these reports are however pulling the same amounts based off of the Deal Stage Probability regardless of our setting to pull via "Forecast Amount Legacy" -- we would like to see this updated so we can pull the "Weighted Forecast Category" report actually on Forecast Category rather than Deal Stage Probability ... Mostrar más

It'd be nice to be able to create graphs that show quote values by the term of the agreement.    For example, if I have a signed quote valued at $1,000 and it's a 5 month agreement, it'd be great to be able to make a graph that shows the term value spread out over the 5 months. The graph would show $200 a month for 5 months.  ... Mostrar más

Just as you can require a rep to associate a contact and company to a deal, it would be great if there was a way to remind and/or require a sales rep to qualify or disqualify a lead if they attempt to create an opportunity when there is an: 1) associated contact that has an open lead also associated 2) associated company that has open leads associated to it (might be more challenging for enterprise when you have multiple leads on a company record)   Since sales reps can create opps without qualifying or disqualifying a lead, we have to track these in lists AND then remind sales reps to go back and qualify the lead AND associate to the deal they have already created. It would be so much better if they were reminded in the deal creation process. Thanks.  ... Mostrar más

Under Sales, Deals, that view has an export option.  Why doesn't Sales, Tasks view also provide an export option?  Seems to be an oversight. Why is this needed? I just moved over from Salesforce where I had a report on Opportunities with Tasks that we would export and distribute to the leadership for a regular monday stand up call so we could review progress on closing deals.  I've been flumoxxed by the inability to create a comparable list view in Hubspot.  Support has pointed me to reports, which I find annoying because reporting in hubspot is myopically focused on creating charts and not tabular data.  So I simply want to export my deals to excel and export my tasks, were I can join them myself and create the view that the leadership are accustomed to.  If we really want to solve this requirement online: - Tasks view needs ability to filter on associated deal is known.  It seems ludicrous that you can add a column to a view in tasks but then can't filter on it. - Tasks view needs an option to join and include any field from deals (not just deal name) - Why is 'Status' and 'Title' locked as the first two columns?  I want a view where the first column is deal name and I can group task columns by deal name. ... Mostrar más

For the Leads object I have chosen that Marketing qualified leads and Sales qualified leads should create a new Lead. But I only want one lead to be created per record – also if a contact moves from MQL to SQL. ... Mostrar más

Hello all,  Would it be possible to have additional functionality on how we see KPIs in dashboards?  We're wanting to be able to put a score against activities (meetings, calls, emails) so instead of a sales rep having a target of 50 calls/week, they could have a points score that they would have to hit. Meetings are harder to do so these would be scored higher, whereas emails are easier and they would be scored lower. This would help to bring all the KPIs together under the same bucket instead of having targets for meetings, calls, and emails. ... Mostrar más

Hubspot goals require advanced filtering on the default goal-level view.  Why: As a sales manager, this view must only show booked meetings and calls for prospects. Activity that actually indicates encouraged rep behavior.   What's happening: All sales meetings, and internal company meetings and calls are being consumed and surfaced in the goals view. This breaks the current goals' utility. Change needed: Advanced filters on meeting types to include only relevant types or adjust the Google Calendar integration to allow users to select which meeting types are available to them ... Mostrar más

It would be helpful to have greater control over how data is joined for reports in the customer report builder. Having the ability to control how the sub data sources are joined would allow for more accurate reporting. Currenty you can select the primary source, but all other sources beyond that use the default join method.   For instance, you could select deals as the primary object and add companies and activities. By default, it will show all companies associated to the deal and all activities associated to the deal. I would like to be able to have the option to adjust that to say companies associated to the deal and activites associated to the companies.  ... Mostrar más

I'm a big fan of the new recurring revenue deal properties and the report template that's offered: (Reports -> Sales Outcomes -> Revenue (Beta)).   However, I understand the template uses Close Date as the beginning date for the recurring revenue. This doesn't work for us. We often close deals in, say, April, that have a term of July - June. It would be much more effective if a custom property - such as Period Start Date - could be used instead of Close Date.   Also, the report is viewable Daily, Weekly, or Monthly. Why not Quarterly or Annually?   Both of these changes would turn a somewhat useful report into a critically valuable one. ... Mostrar más