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MattD
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Mmccarthy on Fevereiro 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 Idéia Sales Reporting
210 avaliações positivas
58 Respostas
MattD
Participante
Maio 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 on Janeiro 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 Idéia Deals
3 avaliações positivas
1 Respostas
MattD
Participante
Maio 13, 2022
Gets my vote. I was asked if we can add deal stage as core dashboard filter.
Geo on Fevereiro 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 Leia mais
Responder Idéia Deals Sales Reporting
139 avaliações positivas
81 Respostas
MattD
Participante
Maio 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...Leia mais
Solucionado
MattD on 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 Leia mais
Responder Discussão Enterprise
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MattD on Janeiro 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 Leia mais
Responder Discussão Enterprise
0 avaliações positivas
3 Respostas
MattD
Participante
Janeiro 17, 2022
@karstenkoehler I thought as much, the report idea is perfect, thank you.
Solucionado
MattD on Janeiro 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 Leia mais
Responder Discussão Enterprise
0 avaliações positivas
3 Respostas
MattD
Participante
Janeiro 17, 2022
@karstenkoehler I thought as much, the report idea is perfect, thank you.
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