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LAB
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Member since ‎Oct 19, 2020
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Jevgenijus Safiulinas

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LAB on January 17, 2021
Dropbox integration
Missing fully Dropbox integration
Reply Idea Integrations
3 upvotes
0 Reply
LAB on January 17, 2021
Workflows automation more functionality
Missing Workflow automation functions like: 1) Interactive form for manual enter information (modal window) - can be very useful for Custom fields. Can be mandatory or optional for some specific Deal stages. 2) Workflows with computed custom field read more
Reply Idea Deals Workflows
1 upvote
0 Reply
Solved
charliepinker on April 03, 2020
Report showing active MRR by month
Hi all, I'm trying to create a report that shows the sum of all active MRR (e.g. from deals) by month. The first thing I did was to create a report that showed closed won deals by month, and make it cumulative so it adds up past deals into each read more
Reply Discussion Revenue Analytics
4 upvotes
8 Replies
LAB
Participant
January 13, 2021
I have the same task, after some playing and support requests the things are more clear now - where is no any working solution for this moment:( Wai...read more
LAB on January 13, 2021
Deal stage description
Ability to add Deal stage description the details tipical instructions (brief) what to do in this deal stage. Better if it will be a formated text, to make more accurate description with lists like some Guidelines. Thx.
Reply Idea Deals
4 upvotes
1 Reply
LAB on January 13, 2021
Custom report with a Monthly recurring revenue by month
Hello, There isn't a way to create a report that would show the Monthly recurring revenue margin based on what the revenue was for a specific month, then using monthly billed deal items. A report can only be filtered by frequency based on a da read more
Reply Discussion Dashboards & Reports
6 upvotes
1 Reply
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