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JoeDavies
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Top colaborador(a) | Parceiro Elite
Membro desde ‎jul 21, 2017
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Joe Davies

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JoeDavies on Setembro 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 Leia mais
Responder Idéia Dashboards & Reports Deals Products and Quotes Sales Reporting
166 avaliações positivas
59 Respostas
JoeDavies
Top colaborador(a) | Parceiro Elite
Março 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...Leia mais
ScottH on Junho 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).
Responder Idéia Lead Flows Marketing Reporting Sales Reporting
342 avaliações positivas
164 Respostas
JoeDavies
Top colaborador(a) | Parceiro Elite
Março 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...Leia mais
YiRui_Chua on Fevereiro 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 Leia mais
Responder Idéia Dashboards & Reports
43 avaliações positivas
27 Respostas
JoeDavies
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Julho 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...Leia mais
Solucionado
NMonahan on Fevereiro 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 Leia mais
Responder Discussão Professional Reports Workaround
20 avaliações positivas
12 Respostas
JoeDavies
Top colaborador(a) | Parceiro Elite
Julho 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 ...Leia mais
matheusjiran on Agosto 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 Leia mais
Responder Idéia Products and Quotes
44 avaliações positivas
9 Respostas
JoeDavies
Top colaborador(a) | Parceiro Elite
Julho 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...Leia mais
RAddis on Janeiro 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 Leia mais
Responder Idéia Meetings
184 avaliações positivas
52 Respostas
JoeDavies
Top colaborador(a) | Parceiro Elite
Novembro 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 ...Leia mais
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