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JoeDavies
Top Contributor | Elite Partner
Member since ‎Jul 21, 2017
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  • Upvotes Given
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  • Upvotes Received
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JoeDavies on September 24, 2021
As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory. I've worked with a few organisations where t read more
Top Contributor | Elite Partner
March 22, 2023
Hey everyone on this thread - I have created a solid workaround for this - please get in touch if you'd like me to show you! https://www.linkedin.c...read more
ScottH on June 12, 2017
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Top Contributor | Elite Partner
March 22, 2023
Hey everyone and great to see that this is in progress @dmastin This is a huge gap for ABM projects and those clients of mine with an account-cent...read more
YiRui_Chua on February 25, 2021
Hi team! Suggesting this for a customer here: Currently, we are able to change the line item currency depending on the deal currency itself. But there will be occurences where we want to keep the deal in the local currency, but be able to sum up to read more
42 upvotes
27 Replies
Top Contributor | Elite Partner
July 05, 2022
This is a real problem with the teams I work with too, as we cannot accurately report on differing line item types (ie software vs services, or recur...read more
Solved
NMonahan on February 17, 2022
Hi I'm setting up line items for our sales team to use and to help with SaaS v Services reporting. We sell in several different markets in different currencies. I have set up the foreign currencies within each line item. I can not seem to report on read more
Top Contributor | Elite Partner
July 05, 2022
Hey @JenWeiss thanks for your suggestion - this is a real problem with the teams I work with too, as we cannot accurately report on differing line ...read more
matheusjiran on August 31, 2020
It would be very useful to have an automatically calculated property ate the Product level that converts the Product Amount (or Total Contract Value) to the company currency. Just like there is the 'Amount in company currency' at the Deal level. Wh read more
44 upvotes
9 Replies
Top Contributor | Elite Partner
July 05, 2022
This is a real problem with the teams I work with too, as we cannot report on differing line item type (software vs services) totals across different...read more
RAddis on January 11, 2021
I'd like to be able to create custom meeting outcomes. We have clients who want to track events, attendance, and other event-related information, but do not want to integrate with a third-party event tool. HubSpot provides almost everything we would read more
183 upvotes
52 Replies
Top Contributor | Elite Partner
November 25, 2021
This would be great for a few of my clients as well - the ability to report on different meeting types and their outcomes, to see what's driving the ...read more
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