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CAltmann
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コミュニティー参加日： ‎11 29, 2021
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  • 件の返信
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  • いいね！した数
    37
  • いいね！獲得数
    8
  • ご意見・ご提案
    3

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Chris Altmann

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解決済み
DrewSlade 5月 17日, 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 続きを読む
返信 ディスカッション Enterprise
2 いいね！
6 コメント
CAltmann
参加者
10月 22日, 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 - ...続きを読む
解決済み
DrewSlade 5月 17日, 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 続きを読む
返信 ディスカッション Enterprise
2 いいね！
6 コメント
CAltmann
参加者
10月 22日, 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 - ...続きを読む
JMayhew6 1月 23日, 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 続きを読む
返信 アイデア Users & Teams & Permissions
27 いいね！
7 コメント
CAltmann
参加者
4月 24日, 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...続きを読む
SSears13 10月 16日, 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 続きを読む
返信 アイデア Sales Reporting
1 いいね！
1 コメント
CAltmann
参加者
11月 08日, 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 ...続きを読む
ztbyrnes 11月 19日, 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 続きを読む
返信 アイデア Analytics Tools
34 いいね！
17 コメント
CAltmann
参加者
9月 27日, 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 ...続きを読む
ritas 11月 11日, 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 続きを読む
返信 アイデア Deals
53 いいね！
14 コメント
CAltmann
参加者
3月 24日, 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 ...続きを読む
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