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bryceanelson
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Member since ‎May 28, 2020
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  • solutions
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  • Replies
    1
  • Upvotes Given
    24
  • Upvotes Received
    72
  • Ideas
    3

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Bryce Nelson

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Activity

Shaunyim on June 29, 2020
Campaign data
At this time, a campaign gathers data when it is created, after association to marketing assets and content. We would like to have the ability to retroactively pull data into campaigns. Out use case was mainly to create a new campa read more
Reply Idea Campaign
15 upvotes
6 Replies
bryceanelson
Participant
August 08, 2023
Agree with this. We're just starting to use campaigns and at this point will have to wait a year to see value in the tool, despite already having yea...read more
jnormand on October 08, 2020
More control over product lists like filtering or advanced search
Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically. It would save our team a ton of time to be able to have m read more
Reply Idea Products and Quotes
164 upvotes
74 Replies
bryceanelson
Participant
July 03, 2023
The deal/line-item builder's interface is currently blocking our implementation of a catalog/price-book in Hubspot. If our salespeople can't easily f...read more
EmaRuiz on June 15, 2021
Pipeline with conditional mandatory properties
It would be nice that within the pipeline flow we could place mandatory properties as it can be done today but that depend on another property, if I have a customer that I know visits my branch, the date is mandatory but if he does not visit it, it read more
Reply Idea Deals Sales Reporting
71 upvotes
14 Replies
bryceanelson
Participant
May 24, 2023
Agreed - we have a pretty diverse business and different pipelines to match. There are many properties that are only important on certain conditions ...read more
bryceanelson on June 23, 2022
Allow calculated properties to use date functions
There are a few instances where we are tracking critical price increase and contract renewal options with our deals. Calculated properties are great, but they would be spectacular if we could perform date functions (like edate() in excel) using exis read more
Reply Idea Deals
4 upvotes
3 Replies
JessicaSmith on February 14, 2019
Display Calculated Deal Property in Currency Format
I've created some custom deal properties which are calculations. I'd like the result of these calculations to be displayed in the currency format.
Reply Idea Deals
189 upvotes
58 Replies
bryceanelson
Participant
May 20, 2022
This should have been a feature right out of the gate with calculated properties. At a minimum, let us select which property from the calculation sho...read more
Solved
sklein on April 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Reply Discussion Sales Dashboard
6 upvotes
14 Replies
bryceanelson
Participant
May 20, 2022
This is still not resolved. We need to be able to report things like "Deal Win Rate Over Time" or "Lead Conversion Rate Over Time" by individual sale...read more
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