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JoeDavies
Stratege/Strategin | Elite Partner
Stratege/Strategin | Elite Partner
Mitglied seit ‎Jul 21, 2017
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Joe Davies

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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 Beitrag ansehen
Antworten Idee Dashboards & Reports Deals Products and Quotes Sales Reporting
166 Likes
59 Antworten
JoeDavies
Stratege/Strategin | Elite Partner
März 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...Beitrag ansehen
ScottH on Juni 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).
Antworten Idee Lead Flows Marketing Reporting Sales Reporting
342 Likes
164 Antworten
JoeDavies
Stratege/Strategin | Elite Partner
März 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...Beitrag ansehen
YiRui_Chua on Februar 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 Beitrag ansehen
Antworten Idee Dashboards & Reports
42 Likes
27 Antworten
JoeDavies
Stratege/Strategin | Elite Partner
Juli 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...Beitrag ansehen
Gelöst
NMonahan on Februar 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 Beitrag ansehen
Antworten Diskussion Professional Reports Workaround
20 Likes
12 Antworten
JoeDavies
Stratege/Strategin | Elite Partner
Juli 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 ...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Products and Quotes
44 Likes
9 Antworten
JoeDavies
Stratege/Strategin | Elite Partner
Juli 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...Beitrag ansehen
RAddis on Januar 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 Beitrag ansehen
Antworten Idee Meetings
184 Likes
52 Antworten
JoeDavies
Stratege/Strategin | 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 ...Beitrag ansehen
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