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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
255 upvotes
121 Replies
RCampbell3
Member
March 30, 2021
We recently migrated from Salesforce, and the need for this is critical for us. We want to create a report to look at the pipeline as of specific dat...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
113 upvotes
57 Replies
RCampbell3
Member
February 23, 2021
I agree with the other comments in this thread, it seems like it would be a fairly simple thing to expose the Margin (ACV) field, which already exist...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
320 upvotes
119 Replies
RCampbell3
Member
February 12, 2021
Another use case for this that we have run into is tracking aging on open invoices. We created a custom invoice object with some fields to track ...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
37 upvotes
19 Replies
RCampbell3
Member
February 10, 2021
We also have a use case for a feature like this, and it would be great if it also allowed a negative Item Cost. The scenario we have is that we h...read more
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