faithantion

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Faith Antion

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2chars on April 05, 2020

HubSpot Insights - Disable Overwrite

Hello folks, I imported data from Salesforce and couldn't figure out why one company's description was overwritten until finding out about the HubSpot Insights feature. A suggestion: there could be a toggle to not overwrite data. There could read more

Reply Idea Contacts & Companies

25 upvotes

8 Replies

faithantion

Contributor

February 26, 2024

I support the idea to disable overwrite and want to specifically upvote the suggestion to show Administrators HubSpot Insights suggestions and put th...read more

NArtadi on June 05, 2023

Accessing Forecast Data via API

This idea is based on the following comment. Please upvote it . To be able to export the manually inputted forecast data via an API or any ETL tool, as to have this data in our warehouse. The data is needed by RevOps to report numbers, run read more

Reply Idea APIs

18 upvotes

8 Replies

faithantion

Contributor

February 19, 2024

This is also important to us, to retrive manually submitted forecast data via API for use in analytics and reporting outside of HubSpot. To me, this ...read more

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

faithantion

Contributor

February 07, 2024

I just checked on this since it's been 7 months and was referred back to this post. Today's update from HubSpot was " Forecast submissions made ca...read more

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

185 upvotes

52 Replies

faithantion

Contributor

January 24, 2024

Revisting this after a year - I know HubSpot has done some work on the forecasting tool but I still see the notification "It is not possible to repor...read more

techguardnathan on May 06, 2019

Use Microsoft Teams for Calls

Since Microsoft is going away from Skype and integrating that functionality into Teams, it would be great to have the calling feature integrated with Teams.

Reply Idea Calling

225 upvotes

85 Replies

faithantion

Contributor

January 19, 2024

I'm glad this is on the roadmap and hope to see an update or beta soon. Manually logging Teams calls is such a chore for our team. The Outlook Calend...read more

KSwift on May 31, 2022

Ability to report on time/date of property change

If you individually check a property history, you can see when it was last changed. It would be really useful if you could report on this or view this for many at once, even if you could only export it and create external reports. For us, being able read more

Reply Idea Analytics Tools

19 upvotes

3 Replies

faithantion

Contributor

January 11, 2024

I've searched for this functionality as well and haven't been able to achieve it using reports, workflows, or calculated properties. My use case invo...read more

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