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InmaIID
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Member since ‎Feb 19, 2021
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Inmaculada Insua Diaz

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JMaylandOlsen on April 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
Reply Idea Sales Reporting
186 upvotes
52 Replies
InmaIID
Member
February 06, 2024
Fully agree this should be available as it is allowed to create team goals and then you cannot report on them, it is a non-sense!
InmaIID on February 23, 2022
Forecast submission clean up
While testing the forecast submission, and then when we tried to delete the test is not possible. It has been confirmed by support team in ticket #9412383. It will be great to be able to delete tests as you can delete deals, accounts or contacts. T read more
Reply Idea Sales Reporting
20 upvotes
5 Replies
InmaIID
Member
July 17, 2023
I have submitted another idea in HubSpot also related to the forecast: Please, do not hesitate to vote for it too :-), the more the best! https://co...read more
InmaIID on July 17, 2023
Forecast doesn't take into account deactivated users
Unfortunately when a user is deactivated (employee left the company), its target/achievement are not part of the forecast functionality anymore . This doesn't make sense, why? Because of the following reasons: - Total achievement (team/compan read more
Reply Idea Sales Reporting
6 upvotes
1 Reply
mitchellkp on September 10, 2018
DEALS - Add filters for entered stage date
Add the ability to filter Deals with the entered stage date field. I don't want a dashboard, but a list. entered stage date is currently a HubSpot calculated field that is only available in reporting. Expose it at the Deal filter level. I want read more
Reply Idea Deals
58 upvotes
9 Replies
InmaIID
Member
March 28, 2022
Hi, As I mentioned to Disha from support, it will be awesome that we can select the "Entered date stage" property when creating a custom calculated...read more
InmaIID on March 28, 2022
Conversation rate across pipelines
Hi all, As I discussed with Ben from support in ticket #9656495, it will be great reporting wise, to have the possibility to have the conversation rate between pipelines. I explain myself with an example: Imagine you have 3 pipelines: - SDR - NB ( read more
Reply Idea Dashboards & Reports
8 upvotes
1 Reply
InmaIID on February 23, 2022
Forecast submission clean up
While testing the forecast submission, and then when we tried to delete the test is not possible. It has been confirmed by support team in ticket #9412383. It will be great to be able to delete tests as you can delete deals, accounts or contacts. T read more
Reply Idea Sales Reporting
20 upvotes
5 Replies
InmaIID
Member
July 17, 2023
I have submitted another idea in HubSpot also related to the forecast: Please, do not hesitate to vote for it too :-), the more the best! https://co...read more
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