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CAltmann
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Miembro desde ‎nov 29, 2021
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Chris Altmann

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DrewSlade en May 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 Leer más
Responder Conversación Enterprise
2 Me gusta
6 Respuestas
CAltmann
Participante
Octubre 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 - ...Leer más
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DrewSlade en May 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 Leer más
Responder Conversación Enterprise
2 Me gusta
6 Respuestas
CAltmann
Participante
Octubre 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 - ...Leer más
JMayhew6 en Enero 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 Leer más
Responder Idea Users & Teams & Permissions
28 Me gusta
7 Respuestas
CAltmann
Participante
Abril 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...Leer más
SSears13 en Octubre 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 Leer más
Responder Idea Sales Reporting
1 Me gusta
1 Respuestas
CAltmann
Participante
Noviembre 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 ...Leer más
ztbyrnes en Noviembre 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 Leer más
Responder Idea Analytics Tools
34 Me gusta
17 Respuestas
CAltmann
Participante
Septiembre 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 ...Leer más
ritas en Noviembre 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 Leer más
Responder Idea Deals
53 Me gusta
14 Respuestas
CAltmann
Participante
Marzo 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 ...Leer más
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