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MattD
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Mitglied seit ‎Aug 7, 2018
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Mmccarthy on Februar 27, 2020
Filter Dashboards by ANY field
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Antworten Idee Sales Reporting
210 Likes
58 Antworten
MattD
Teilnehmer/-in
Mai 13, 2022
This would ineed be very handy. As an example we do a lot of pipeline reporting and we need a deal stage filter
SLoo on Januar 26, 2022
Edit default filter on deal dashboard
Hi team, Following the thread on entitled "Is there a way to customize the default filters showing at the top of the contacts page" -- it would be great if customers can also have this for the deal dashboard. Appreciate your consideration!
Antworten Idee Deals
3 Likes
1 Antwort
MattD
Teilnehmer/-in
Mai 13, 2022
Gets my vote. I was asked if we can add deal stage as core dashboard filter.
Geo on Februar 12, 2019
Autocalculate margin & gross margin
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an Beitrag ansehen
Antworten Idee Deals Sales Reporting
139 Likes
81 Antworten
MattD
Teilnehmer/-in
Mai 12, 2022
@ethankopit Ideally there needs to be deal property(s) that reflect the total margin of the deal . All the stakeholders I have are begging for marg...Beitrag ansehen
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MattD on April 06, 2022
Adding more deal requirements elegantly
Hi, before I jump into Hubspot and start creating random new properties like a bulgy-eyed Chihuahua I would like to get some community thought on it to see if there is a more elegant solution. In my line of work (telecoms) bigger deals often have a Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
1 Antwort
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MattD on Januar 17, 2022
Data Expiration Workflow
Hi, I have a few hundred contacts that have a use by date and I wanted to set something to let me know when that use by date is up without flooding my inbox with notifcations. I have a contact date property called Data Expiration. I wanted to set u Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
3 Antworten
MattD
Teilnehmer/-in
Januar 17, 2022
@karstenkoehler I thought as much, the report idea is perfect, thank you.
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MattD on Januar 17, 2022
Data Expiration Workflow
Hi, I have a few hundred contacts that have a use by date and I wanted to set something to let me know when that use by date is up without flooding my inbox with notifcations. I have a contact date property called Data Expiration. I wanted to set u Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
3 Antworten
MattD
Teilnehmer/-in
Januar 17, 2022
@karstenkoehler I thought as much, the report idea is perfect, thank you.
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