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ybaptiste
HubSpot Product Team
HubSpot Product Team
Member since ‎Jun 17, 2020
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Yehudi Baptiste

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ybaptiste on November 28, 2022
Preserve data for deactivated users in the Forecast applications
The problem: When a sales rep leaves the company, we deactivate that user. This messes with forecasting however, as none of the already closed won deals from that rep will show up anymore in the forecast. The deactivated sales rep is automatically read more
Reply Idea Deals
10 upvotes
5 Replies
kcgarvin on October 05, 2020
Forecast Date Range- Custom for Fiscal Year
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
Reply Idea Sales Reporting
89 upvotes
64 Replies
ybaptiste
HubSpot Product Team
October 25, 2022
Hey HubSpot Community, Thank you for the feedback. The team is running a beta that allows you to manage goals and forecast based on your fi...read more
JMaylandOlsen on April 20, 2022
Yearly goals should align with fiscal year
Currently it is possible to type in a yearly goal in the goals module, past or present years. But even though an account it set up with a fiscal year that does not align with the calendar year, Hubspot insist that "yearly goals" = calendar year. read more
Reply Idea Sales Reporting
67 upvotes
23 Replies
ybaptiste
HubSpot Product Team
October 25, 2022
Hey HubSpot Community, Thank you for the feedback. The team is running a beta that allows you to manage goals and forecast based on your fi...read more
SCreurer on April 23, 2021
Forecasting & goal setting from multiple pipelines
In Sales Hub currently one can only set up goals and forecast on one pipeline As I monitor individual performance from my account exec, I would like to be able to combine several pipelines into forecasting and goals; so that my report and I can ha read more
Reply Idea Sales Reporting
48 upvotes
23 Replies
ybaptiste
HubSpot Product Team
August 10, 2022
Hey HubSpot Community, We're looking to enhance the tool to let you set goals and forecast across all your pipelines. We want to collect feedbac...read more
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1851 upvotes
574 Replies
ybaptiste
HubSpot Product Team
May 26, 2022
Hello HubSpot Community, Thank you all for your incredible patience. We reckon an update is warranted. Unfortunately, this idea re...read more
Dadams on November 30, 2021
Upcoming: Customized lifecycle stages for contacts and companies
Beginning on March 31, 2022, users will be able to customize the lifecycle stages for their contacts and companies. What's changing? The lifecycle stage ( lifecyclestage ) property currently uses a set of options that cannot be modified by t read more
Reply Discussion Announcement
11 upvotes
32 Replies
ybaptiste
HubSpot Product Team
May 02, 2022
Hey Community, here's a necessary update from the team on custom lifecycle stages. We paused the rollout of this update to sort out a few issues...read more
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