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RCampbell3
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Member since ‎Jan 26, 2021
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Rachel Campbell

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C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
236 upvotes
113 Replies
soeren_gasch
Member
March 13, 2022 21:05
This is an essential feature. We are in need of this, too. Though in the task view instead of reports. I'd suggest elevating the whole filter engine ...read more
Geo on February 12, 2019
Autocalculate margin & gross margin
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an read more
Reply Idea Deals Sales Reporting
91 upvotes
43 Replies
MattD
Participant
May 12, 2022 02:39
@ethankopit Ideally there needs to be deal property(s) that reflect the total margin of the deal . All the stakeholders I have are begging for marg...read more
Hal on June 25, 2019
Time in Deal Stage
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
Reply Idea Deals
265 upvotes
92 Replies
alyssacarter
Contributor
March 11, 2022 15:35
I **think** we have a workaround for this. What we did was create time stamp properties for each deal stage. Then we set up a workflow with the enrol...read more
hqplus_mathias on September 01, 2020
Allow for negative priced line items in deal
As explained in my community question there's no way to add items with a price/amount less than zero. A common use case for our BDRs is to give customers a one-time discount to i.e. offset provider change fees. For that we'd simply add a product read more
Reply Idea Deals
23 upvotes
8 Replies
GregP
Participant
April 25, 2022 09:02
From going through forum posts, it looks like HubSpot has actually made this situation worse over time, and not better. @hubspot Is there a reason...read more
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