Profile

JoeDavies
Top Contributor | Elite Partner
Top Contributor | Elite Partner
Member since ‎Jul 21, 2017
Message
  • solutions
    1
  • Replies
    25
  • Upvotes Given
    68
  • Upvotes Received
    410
  • Ideas
    10

about

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

Following

    Friends list is empty

Joe Davies

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

Activity

JoeDavies on September 24, 2021
Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]
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
Reply Idea Dashboards & Reports Deals Products and Quotes Sales Reporting
140 upvotes
52 Replies
JoeDavies
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
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
339 upvotes
164 Replies
JoeDavies
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
Flexibility to change line item currency in reports
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
Reply Idea Dashboards & Reports
40 upvotes
27 Replies
JoeDavies
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
Line Item Reporting in Default Currency
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
Reply Discussion Professional Reports Workaround
20 upvotes
12 Replies
JoeDavies
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
Amount in company currency at the Product level
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
Reply Idea Products and Quotes
43 upvotes
9 Replies
JoeDavies
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
Custom Meeting Outcomes
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
Reply Idea Meetings
178 upvotes
51 Replies
JoeDavies
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
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.