Perfil

MattD
Participante
Miembro desde ‎ago 7, 2018
Enviar mensaje
  • Soluciones
    0
  • Respuestas
    2
  • Me gusta otorgados
    22
  • Me gusta recibidos
    1
  • Ideas
    0

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

    La lista de amigos está vacía

Matt Dickeson

Este usuario aún no creó una biografía. Edita tu perfil aquí.

Actividad

Mmccarthy en Febrero 27, 2020
Filter Dashboards by ANY field
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Responder Idea Sales Reporting
213 Me gusta
58 Respuestas
MattD
Participante
May 13, 2022
This would ineed be very handy. As an example we do a lot of pipeline reporting and we need a deal stage filter
SLoo en Enero 26, 2022
Edit default filter on deal dashboard
Hi team, Following the thread on entitled "Is there a way to customize the default filters showing at the top of the contacts page" -- it would be great if customers can also have this for the deal dashboard. Appreciate your consideration!
Responder Idea Deals
3 Me gusta
1 Respuestas
MattD
Participante
May 13, 2022
Gets my vote. I was asked if we can add deal stage as core dashboard filter.
Geo en Febrero 12, 2019
Autocalculate margin & gross margin
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an Leer más
Responder Idea Deals Sales Reporting
143 Me gusta
82 Respuestas
MattD
Participante
May 12, 2022
@ethankopit Ideally there needs to be deal property(s) that reflect the total margin of the deal . All the stakeholders I have are begging for marg...Leer más
Resuelta
MattD en Abril 06, 2022
Adding more deal requirements elegantly
Hi, before I jump into Hubspot and start creating random new properties like a bulgy-eyed Chihuahua I would like to get some community thought on it to see if there is a more elegant solution. In my line of work (telecoms) bigger deals often have a Leer más
Responder Conversación Enterprise
0 Me gusta
1 Respuestas
Resuelta
MattD en Enero 17, 2022
Data Expiration Workflow
Hi, I have a few hundred contacts that have a use by date and I wanted to set something to let me know when that use by date is up without flooding my inbox with notifcations. I have a contact date property called Data Expiration. I wanted to set u Leer más
Responder Conversación Enterprise
0 Me gusta
3 Respuestas
MattD
Participante
Enero 17, 2022
@karstenkoehler I thought as much, the report idea is perfect, thank you.
Resuelta
MattD en Enero 17, 2022
Data Expiration Workflow
Hi, I have a few hundred contacts that have a use by date and I wanted to set something to let me know when that use by date is up without flooding my inbox with notifcations. I have a contact date property called Data Expiration. I wanted to set u Leer más
Responder Conversación Enterprise
0 Me gusta
3 Respuestas
MattD
Participante
Enero 17, 2022
@karstenkoehler I thought as much, the report idea is perfect, thank you.
Ver publicaciones más recientes
Guarda tu contenido favorito para acceder rápidamente a él.
Primeros Pasos
Siempre hay que empezar por algún lado, por ejemplo, podrías comenzar por contarnos un poco sobre tus intereses.
Preséntate

Siguiendo

Conectarte con tus colegas es una de las mejores formas de aprovechar al máximo tu experiencia. Puedes comenzar con alguna de estas personas.
Insignias de la Comunidad

Mis grupos

Únete a algún grupo y encuentra personas con tus mismos intereses. Explora nuestros favoritos e intenta
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.