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JoeDavies
Contributeur de premier rang | Partenaire solutions Elite
Contributeur de premier rang | Partenaire solutions Elite
Membre depuis ‎juil. 21, 2017
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  • Solutions
    1
  • Réponses
    25
  • Mentions J'aime ajoutées
    68
  • Mentions J'aime obtenues
    441
  • Idées
    10

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JoeDavies le Septembre 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 Lire la suite
Répondre Idée Dashboards & Reports Deals Products and Quotes Sales Reporting
166 Mentions J'aime
59 Réponses
JoeDavies
Contributeur de premier rang | Partenaire solutions Elite
Mars 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...Lire la suite
ScottH le Juin 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).
Répondre Idée Lead Flows Marketing Reporting Sales Reporting
342 Mentions J'aime
164 Réponses
JoeDavies
Contributeur de premier rang | Partenaire solutions Elite
Mars 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...Lire la suite
YiRui_Chua le Février 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 Lire la suite
Répondre Idée Dashboards & Reports
43 Mentions J'aime
27 Réponses
JoeDavies
Contributeur de premier rang | Partenaire solutions Elite
Juillet 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...Lire la suite
Résolues
NMonahan le Février 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 Lire la suite
Répondre Discussion Professional Reports Workaround
20 Mentions J'aime
12 Réponses
JoeDavies
Contributeur de premier rang | Partenaire solutions Elite
Juillet 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 ...Lire la suite
matheusjiran le Août 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 Lire la suite
Répondre Idée Products and Quotes
44 Mentions J'aime
9 Réponses
JoeDavies
Contributeur de premier rang | Partenaire solutions Elite
Juillet 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...Lire la suite
RAddis le Janvier 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 Lire la suite
Répondre Idée Meetings
184 Mentions J'aime
52 Réponses
JoeDavies
Contributeur de premier rang | Partenaire solutions Elite
Novembre 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 ...Lire la suite
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