Great minds think alike

I would suggest to add Dashboard access users wise, now it is just everyone or owner. ...read more

Hey! It would be even more AMAZING if we could have access to a measure of associated records in single object reports. that way we could drill into the number of contacts, deals, and tickets associated with our custom objects.    And then our leadership could see which specific deals/records are accounting for the totals.    thanks! ...read more

Hey!    It would be great to be able to add a single object report to the center column of custon objects.    thanks! ...read more

Cordial saludo   He buscado infinitas veces que me solucionen algo, requiero contabilizar los pagos ON OF SALE que contiene los negocios ARR, ya que en los PIPELINE solo me registra un total de lo que me da ingreso mensual durante el año (ARR). pero las ventas que son unico pagos no estan registrandose ni contabilizandose en ningun lado, y por eso tambien comisionamos los KAMs mes a mes y es un item de meta.  ...read more

So I am working on creating sales goals for my team. Something I am unable to do but would be beneficial is to have somewhere to input actual revenue for the prior year (or even month). We are wanting to compare year over year and are unable to do so because we started using HubSpot in February at my company so we don't have deals from 2023.  ...read more

There needs to be a better line of sight for the number of sales sequences scheduled to be sent on certain days. This also needs to be visible when creating the sequence. This would benefit both sales leaders and sales teams as it would help prevent users from enrolling too many contacts into a sales sequence. And, if too many users end up enrolling into the sales sequence, there should be a better way to manage the send cap other than not sending the email. Some of the necessary functionalities already exist in Sales Loft and Outreach.    Proposed Solution A possible solution would include 3 new functionalities.  A total enrollment dashboard with a scheduling calender to determine when in the future would be a good time to start the sequence.  Scheduled Send Forecast A total number of emails is schedule to be sent on the scheduled day when enrolling contacts, including estimates with and without emails blocked by tasks. Email Scheduling Load Pause and send the emails on the next available day, prioritizing the longest waiting emails first.  (Optional) This would require a predictive model determining the average time it takes a user to complete a task blocking a sequence, and forecasting sends based on how long it takes them to complete. This could include the functionality of auto-completing tasks if they are not completed within a certain timeline.  ...read more

Currently, the forecasts tool displays options for "this quarter" and "last quarter" but accessing earlier quarters requires selecting a custom time frame, which is time-consuming for regular use. I suggest enhancing the tool to list all quarters (e.g., Q1 2024, Q4 2023, Q2 2023, etc.) in a dropdown menu, allowing users to quickly select any past quarter directly.       ...read more

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 ...read more

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.  ...read more