Profile

Tiff
Participant
Member since ‎Feb 21, 2020
Message
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    2
  • Upvotes Received
    5
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Tiffany Kendall

This user hasn't created a bio yet. Edit your own profile here!

Activity

HelenPantel on March 23, 2023
Add possibility to report on meeting attendees
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on read more
Reply Idea Sales Reporting
144 upvotes
30 Replies
Tiff
Participant
April 18, 2024
This is becoming more and more vital. We also have sales specialists and we ideally need to track the meetings they attended and with whom so we can ...read more
rjohnsonM3 on May 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more
Reply Discussion Contact Analytics Sales Dashboard Sales Team Productivity
7 upvotes
14 Replies
Tiff
Participant
June 17, 2021
I did add that filter @craigh but like you said I still have the issue of it not picking up the ones with no activity even if I put "or activity da...read more
rjohnsonM3 on May 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more
Reply Discussion Contact Analytics Sales Dashboard Sales Team Productivity
7 upvotes
14 Replies
Tiff
Participant
June 17, 2021
I did add that filter @craigh but like you said I still have the issue of it not picking up the ones with no activity even if I put "or activity da...read more
Solved
Sanjiiv on January 13, 2020
Previous deal stage
Hi, I'd like to create a report to show where deals were before they were marked as lost. E.g. 10 deals were marked as lost pre-trial, 5 were lost post-trial, etc. Is there any way to do this without having to click into each individual deal t read more
Reply Discussion Revenue Analytics Sales Dashboard
4 upvotes
12 Replies
Tiff
Participant
August 20, 2020
I sort of worked it out but it will only work once a deal moves into a non active deal stage. So I did a workflow that updated the Last deal Stage ...read more
Solved
Sanjiiv on January 13, 2020
Previous deal stage
Hi, I'd like to create a report to show where deals were before they were marked as lost. E.g. 10 deals were marked as lost pre-trial, 5 were lost post-trial, etc. Is there any way to do this without having to click into each individual deal t read more
Reply Discussion Revenue Analytics Sales Dashboard
4 upvotes
12 Replies
Tiff
Participant
August 20, 2020
I sort of worked it out but it will only work once a deal moves into a non active deal stage. So I did a workflow that updated the Last deal Stage ...read more
Tiff on August 14, 2020
Win loss reporting excluding losses from a particular stage
I am wanting to create a report on losses that excludes lost deals from a particular stage (in our case suspect). Whilst I can create the lost report I can't seem to exclude deals that came straight from that stage as we only appear to now have the read more
Reply Discussion Sales Dashboard
0 upvote
1 Reply
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • 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.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.