faithantion

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Faith Antion

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2chars on April 05, 2020

HubSpot Insights - Disable Overwrite

Hello folks, I imported data from Salesforce and couldn't figure out why one company's description was overwritten until finding out about the HubSpot Insights feature. A suggestion: there could be a toggle to not overwrite data. There could Beitrag ansehen

Antworten Idee Contacts & Companies

25 Likes

8 Antworten

faithantion

Mitwirkender/Mitwirkende

Februar 26, 2024

I support the idea to disable overwrite and want to specifically upvote the suggestion to show Administrators HubSpot Insights suggestions and put th...Beitrag ansehen

NArtadi on Juni 05, 2023

Accessing Forecast Data via API

This idea is based on the following comment. Please upvote it . To be able to export the manually inputted forecast data via an API or any ETL tool, as to have this data in our warehouse. The data is needed by RevOps to report numbers, run Beitrag ansehen

Antworten Idee APIs

18 Likes

8 Antworten

faithantion

Mitwirkender/Mitwirkende

Februar 19, 2024

This is also important to us, to retrive manually submitted forecast data via API for use in analytics and reporting outside of HubSpot. To me, this ...Beitrag ansehen

InmaIID on Februar 23, 2022

Forecast submission clean up

While testing the forecast submission, and then when we tried to delete the test is not possible. It has been confirmed by support team in ticket #9412383. It will be great to be able to delete tests as you can delete deals, accounts or contacts. T Beitrag ansehen

Antworten Idee Sales Reporting

20 Likes

5 Antworten

faithantion

Mitwirkender/Mitwirkende

Februar 07, 2024

I just checked on this since it's been 7 months and was referred back to this post. Today's update from HubSpot was " Forecast submissions made ca...Beitrag ansehen

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 Beitrag ansehen

Antworten Idee Sales Reporting

185 Likes

52 Antworten

faithantion

Mitwirkender/Mitwirkende

Januar 24, 2024

Revisting this after a year - I know HubSpot has done some work on the forecasting tool but I still see the notification "It is not possible to repor...Beitrag ansehen

techguardnathan on Mai 06, 2019

Use Microsoft Teams for Calls

Since Microsoft is going away from Skype and integrating that functionality into Teams, it would be great to have the calling feature integrated with Teams.

Antworten Idee Calling

225 Likes

85 Antworten

faithantion

Mitwirkender/Mitwirkende

Januar 19, 2024

I'm glad this is on the roadmap and hope to see an update or beta soon. Manually logging Teams calls is such a chore for our team. The Outlook Calend...Beitrag ansehen

KSwift on Mai 31, 2022

Ability to report on time/date of property change

If you individually check a property history, you can see when it was last changed. It would be really useful if you could report on this or view this for many at once, even if you could only export it and create external reports. For us, being able Beitrag ansehen

Antworten Idee Analytics Tools

19 Likes

3 Antworten

faithantion

Mitwirkender/Mitwirkende

Januar 11, 2024

I've searched for this functionality as well and haven't been able to achieve it using reports, workflows, or calculated properties. My use case invo...Beitrag ansehen

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