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SMaterzyński
Member | Partner
Member | Partner
Member since ‎Jun 11, 2021
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NateVDW on June 29, 2020
Show percentage of current revenue of your revenue goal
I have set my teams goals into the Reports/Goals for 2020. I have not found any report that allows me to show the % of revenue goal in results. I can get a number (ie: 50,000$) but I haven't found how to display % of target in reports (ie: 50 000$ read more
Reply Idea Sales Reporting
10 upvotes
4 Replies
SMaterzyński
Member | Partner
June 21, 2022
This is totally something that we also would need! It would be great addition to hubspot reports!
Solved
SMaterzyński on June 10, 2022
Workflow-Way to copy value from contact property to deal property when contact property is updated?
Hi Everyone, I am looking for way to copy value from contact property to deal property when the contact property changed/was updated. Is there any way to do this?
Reply Discussion CRM How-To Workflows
0 upvote
6 Replies
SMaterzyński on June 09, 2022
Possibility to use specific time period in one of report axis.
Hi, So right now we have possibility to use in one of the custom builder axis time period like 'create date' or 'last activity date'. But we can't use just time as a variable in axis. So for example: If i want to see how much deals overall i have/ read more
Reply Idea Analytics Tools CMS Development Tools Dashboards & Reports Properties Sales Reporting
0 upvote
0 Reply
Solved
SMaterzyński on March 18, 2022
Workflow automation <- setting scheduler.
Hi Everyone, Few questions: 1. Can I can set scheduler in pipeline automation? I don't see any option for it. (pic attached) 2. If I will set up normal workflow with scheduler with right triggers for my deal pipeline and stage will it w read more
Reply Discussion CRM How-To Workflows
0 upvote
1 Reply
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