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awebb
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Member since ‎Feb 5, 2020
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Alex Webb

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Geo on February 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 read more
Reply Idea Deals Sales Reporting
139 upvotes
81 Replies
awebb
Member
March 31, 2021
I agree. "Annual Contract Value Margin" "Monthly Contract Value Margin" and "Total Contract Value Margin" are all viewable under the "Deal line item...read more
MFrankJohnson on January 17, 2020
Mandatory properties on Deal STAGES get skipped when creating a deal
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C read more
Reply Idea Deals
120 upvotes
30 Replies
awebb
Member
February 12, 2021
This keeps catching us out too. simple fix would be to not make deal stage a compulsory field when creating a deal. This would/could force any ne...read more
Quinten on September 26, 2019
Total amount on Quote confusing to customers when using multiple pricing options
Our Pricing is per month and we charge a one time setup. Invoice happens once per year (See screenshot) The total amount as mentioned on the quote is quite confusing for customers. My suggestion would be to make it an option to hide the total am read more
Reply Idea Products & Quotes
139 upvotes
78 Replies
awebb
Member
April 24, 2020
We have moved to solely using HubSpot to quote. However our services have a setup fee (one time fee) and a monthly cost (recurring fee for 3 years). ...read more
tonilony on August 27, 2019
Set Goals without Super Admin rights!
Hey Community, I just figured out that setting goals for the team require Super Admin rights. I don't quite understand why this can't be done on an Admin level as I don't want to give our Teamlead full access to Hubspot. I would suggest implementing read more
Reply Idea Sales Reporting
5 upvotes
4 Replies
awebb
Member
February 05, 2020
Same. Having an issue with this and setting goals for my team beyond the sales targets we agree. It is often the case that managers without super a...read more
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