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hellokyliep
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Member since ‎Mar 5, 2020
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Kyle Phillips

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NMonahan on February 17, 2022
Line Item Reporting in Default Currency
Hi I'm setting up line items for our sales team to use and to help with SaaS v Services reporting. We sell in several different markets in different currencies. I have set up the foreign currencies within each line item. I can not seem to report on read more
Reply Discussion Professional Reports Workaround
14 upvotes
6 Replies
hellokyliep
Participant
January 19, 2023
Appreciate the suggestion but doing this simply creates a report with the deal total in company currency for each line item. So if I have a deal wort...read more
Solved
rboniek on January 24, 2020
Close Rate Report
Hi everyone! I'm looking to create a report that shows the closing rate percentage for each sales rep. Normally it would just be a simple (deals closed/total leads) calculation, but I can't seem to find that on HubSpot. Is there a way to do thi read more
Reply Discussion Sales Dashboard
35 upvotes
26 Replies
hellokyliep
Participant
November 02, 2022
I don't find this elegant. I've spent 30 minutes trying to recreate what you've described, with no luck. I'm also then unable to build on that to try...read more
Solved
rboniek on January 24, 2020
Close Rate Report
Hi everyone! I'm looking to create a report that shows the closing rate percentage for each sales rep. Normally it would just be a simple (deals closed/total leads) calculation, but I can't seem to find that on HubSpot. Is there a way to do thi read more
Reply Discussion Sales Dashboard
35 upvotes
26 Replies
hellokyliep
Participant
November 02, 2022
I don't find this elegant. I've spent 30 minutes trying to recreate what you've described, with no luck. I'm also then unable to build on that to try...read more
ybaptiste on May 06, 2021
See column totals in different currencies on the deals board
Right now, column totals are always displayed in amount in home currency--even if all deals in a pipeline are in a different currency. Let users pick which currency is displayed in the column totals on the deals board.
Reply Idea Deals
121 upvotes
27 Replies
hellokyliep
Participant
June 08, 2022
The lack of this feature is costing me 20-30 minutes each day. In order to get accurate currency amounts for deals won + lost for each of my team mem...read more
ybaptiste on May 06, 2021
See column totals in different currencies on the deals board
Right now, column totals are always displayed in amount in home currency--even if all deals in a pipeline are in a different currency. Let users pick which currency is displayed in the column totals on the deals board.
Reply Idea Deals
121 upvotes
27 Replies
hellokyliep
Participant
June 08, 2022
The lack of this feature is costing me 20-30 minutes each day. In order to get accurate currency amounts for deals won + lost for each of my team mem...read more
ybaptiste on May 06, 2021
See column totals in different currencies on the deals board
Right now, column totals are always displayed in amount in home currency--even if all deals in a pipeline are in a different currency. Let users pick which currency is displayed in the column totals on the deals board.
Reply Idea Deals
121 upvotes
27 Replies
hellokyliep
Participant
June 08, 2022
The lack of this feature is costing me 20-30 minutes each day. In order to get accurate currency amounts for deals won + lost for each of my team mem...read more
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