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Rachel Campbell

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C-Note on December 12, 2018
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
113 Replies
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 more
Geo on February 12, 2019
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
43 Replies
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 more
Hal on June 25, 2019
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!!
92 Replies
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 more
hqplus_mathias on September 01, 2020
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
8 Replies
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 more
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