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CAltmann
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Mitglied seit ‎Nov 29, 2021
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Chris Altmann

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DrewSlade on Mai 17, 2023
How to have pro-rated line items that show correct MRR/ARR/TCV?
For context, we have a client who added on features to our product starting in June. They had their original contract started in January. We're pro-rating the addition so that they only pay from June to the end of the year. At the end of the year t Beitrag ansehen
Antworten Diskussion Enterprise
2 Likes
6 Antworten
CAltmann
Teilnehmer/-in
Oktober 22, 2024
Hi Eli i dont think this solution works - as the ARR is incorrectly calculated. If you required upsell of users, and sold 9 months left - ...Beitrag ansehen
Gelöst
DrewSlade on Mai 17, 2023
How to have pro-rated line items that show correct MRR/ARR/TCV?
For context, we have a client who added on features to our product starting in June. They had their original contract started in January. We're pro-rating the addition so that they only pay from June to the end of the year. At the end of the year t Beitrag ansehen
Antworten Diskussion Enterprise
2 Likes
6 Antworten
CAltmann
Teilnehmer/-in
Oktober 22, 2024
Hi Eli i dont think this solution works - as the ARR is incorrectly calculated. If you required upsell of users, and sold 9 months left - ...Beitrag ansehen
JMayhew6 on Januar 23, 2024
Addressing Extra and Main Team member limitations
I want to suggust to the HS product team that you address some of the limitations to Team membership. I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they canno Beitrag ansehen
Antworten Idee Users & Teams & Permissions
27 Likes
7 Antworten
CAltmann
Teilnehmer/-in
April 24, 2024
This has been a pain in my side for a long time now and i was hoping that hubspot would update the team functionality. I often need a whole region to...Beitrag ansehen
SSears13 on Oktober 16, 2023
Do not want users to show on forecast unless they have goals assigned.
A user should not show on the forecast unless they have goals assigned, this was the case a year ago when we started using forecasting, now with the recent updates all users with a paid seat and a team show up on the forecast. This makes no sense a Beitrag ansehen
Antworten Idee Sales Reporting
1 Likes
1 Antwort
CAltmann
Teilnehmer/-in
November 08, 2023
I agree on the matter. My sales managers are confused as to why everyone with a sales enterprise seat shows up in the forecasting tool. There should ...Beitrag ansehen
ztbyrnes on November 19, 2020
Forecast by Deal Quantity, Line Items, or Custom Objects
I'm very interested in the recent updates to forecasting sales, but we are not able to use it as it's currently set up. We are not focused on revenue yet, therefore, we only set goals for the sales team to sell SaaS. The forecasting functionality wo Beitrag ansehen
Antworten Idee Analytics Tools
34 Likes
17 Antworten
CAltmann
Teilnehmer/-in
September 27, 2023
Selling multiple products from our own software to ISVs to services in the forms of one-time, perpetual and subscription, the basic forecasting (and ...Beitrag ansehen
ritas on November 11, 2021
Deal # of Lines Limitation
When creating a Deal in Hubspot there is a 99 line item limit. I believe you can add more items but you can't see them to edit the pricing or make sure they are in sequence. We often have Deals that are more than 99 lines because we are trying to Beitrag ansehen
Antworten Idee Deals
53 Likes
14 Antworten
CAltmann
Teilnehmer/-in
März 24, 2023
Im running into this problem - not only do we sometimes have a deal that runs over the 100 mark, but also the line item navigation is very difficult ...Beitrag ansehen
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