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JRisberg
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Member since ‎Apr 22, 2022
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  • solutions
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  • Replies
    4
  • Upvotes Given
    28
  • Upvotes Received
    6
  • Ideas
    2

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Josephine Risberg

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Activity

Stillskill on February 17, 2022
Adjust Column Width on Reports
It would be great to have the option to adjust the width of columns on a report. Right now, the more columns I add, the more truncated each column name becomes. It makes the report unusable within Hubspot and is forcing us to export and use in Excel read more
Reply Idea Dashboards & Reports
38 upvotes
13 Replies
JRisberg
Participant
March 02, 2023
Agree, this would be very very valuable
JMaylandOlsen on April 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
Reply Idea Sales Reporting
124 upvotes
35 Replies
JRisberg
Participant
January 31, 2023
Super important feature to solve for. Feels very weird that only user based goals are possible to have.
Lnderink on October 17, 2022
Sales goal isn't showing in report
Hi, According to a knowledge of hubspot I made goals for 2023, like this: Also I made a report for sales vs target 2023, see underneath. In this report I selected the "include revenue goal" like the image said: But unfortunat read more
Reply Discussion
0 upvote
7 Replies
JRisberg
Participant
January 31, 2023
@Lnderink and @Olivia_Bagnall did you manage to solve this issue? Having the same problems currently 🙂
Lnderink on October 17, 2022
Sales goal isn't showing in report
Hi, According to a knowledge of hubspot I made goals for 2023, like this: Also I made a report for sales vs target 2023, see underneath. In this report I selected the "include revenue goal" like the image said: But unfortunat read more
Reply Discussion
0 upvote
7 Replies
JRisberg
Participant
January 31, 2023
@Lnderink and @Olivia_Bagnall did you manage to solve this issue? Having the same problems currently 🙂
Amy_Brierley on May 13, 2022
Account Access - Create and edit customized quote templates
I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this.
Reply Idea Users & Teams & Permissions
49 upvotes
14 Replies
JRisberg
Participant
September 19, 2022
Agree! Our Digital designer make the templates, but for their sake super admin is not needed and it would be better if you could grant access to temp...read more
aharcourt on May 07, 2021
Start Date Show on Quotes
I can enter a start date for a specific product on a quote but it is not displayed on the quote itself... Only the term length is displayed on the quote. So far I have to add the info to the product description. There is no way to show the star read more
Reply Idea Products and Quotes
8 upvotes
4 Replies
JRisberg
Participant
September 14, 2022
Agree, this is very very much needed! We sometimes different prices for our services in different years (discount in the first year) and it needs to...read more
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