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Bridget2
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Member since ‎Sep 3, 2020
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Bridget Flynn

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Bridget2 on August 10, 2022
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
1 upvote
2 Replies
Recognized Expert | Diamond Partner
August 29, 2022
Hello @Bridget2 and @PamCotton , Unfortunately at present, you can not build custom reports and dashboards for deal and forecasting. You hav...read more
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Bridget2 on April 20, 2022
The BDRs on my team have a goal of 800 calls per month which comes out to roughly 40 calls per day (20 working days, or 4 weeks of 5 business days). However, Hubspot is including weekends into the average when calculating calls per day, which is bri read more
0 upvote
1 Reply
Hall of Famer | Partner
April 20, 2022
Hi @Bridget2 , I'm not aware of a quick fix here, unfortunately. There isn't an option for that. However, I have a suggestion for a different ...read more
Bridget2 on September 03, 2020
My company currently uses the CRM Zendesk Sell for our sales team. We just purchased HubSpot and are looking to migrate all of our data over including pending tasks. Is it possible to do that? If so, how?
0 upvote
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HubSpot Alumni
September 04, 2020
Hi @Bridget2 , Thanks for reaching out. I want to share this thread with you as it contains some ideas on how to migrate data from Zendesk...read more
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