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InmaIID
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Miembro desde ‎feb 19, 2021
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JMaylandOlsen en Abril 20, 2022
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Leer más
182 Me gusta
50 Respuestas
Miembro
Febrero 06, 2024
Fully agree this should be available as it is allowed to create team goals and then you cannot report on them, it is a non-sense!
InmaIID en Febrero 23, 2022
While testing the forecast submission, and then when we tried to delete the test is not possible. It has been confirmed by support team in ticket #9412383. It will be great to be able to delete tests as you can delete deals, accounts or contacts. T Leer más
19 Me gusta
5 Respuestas
Miembro
Julio 17, 2023
I have submitted another idea in HubSpot also related to the forecast: Please, do not hesitate to vote for it too :-), the more the best! https://co...Leer más
InmaIID en Julio 17, 2023
Unfortunately when a user is deactivated (employee left the company), its target/achievement are not part of the forecast functionality anymore . This doesn't make sense, why? Because of the following reasons: - Total achievement (team/compan Leer más
6 Me gusta
1 Respuestas
mitchellkp en Septiembre 10, 2018
Add the ability to filter Deals with the entered stage date field. I don't want a dashboard, but a list. entered stage date is currently a HubSpot calculated field that is only available in reporting. Expose it at the Deal filter level. I want Leer más
58 Me gusta
9 Respuestas
Miembro
Marzo 28, 2022
Hi, As I mentioned to Disha from support, it will be awesome that we can select the "Entered date stage" property when creating a custom calculated...Leer más
InmaIID en Marzo 28, 2022
Hi all, As I discussed with Ben from support in ticket #9656495, it will be great reporting wise, to have the possibility to have the conversation rate between pipelines. I explain myself with an example: Imagine you have 3 pipelines: - SDR - NB ( Leer más
8 Me gusta
1 Respuestas
InmaIID en Febrero 23, 2022
While testing the forecast submission, and then when we tried to delete the test is not possible. It has been confirmed by support team in ticket #9412383. It will be great to be able to delete tests as you can delete deals, accounts or contacts. T Leer más
19 Me gusta
5 Respuestas
Miembro
Julio 17, 2023
I have submitted another idea in HubSpot also related to the forecast: Please, do not hesitate to vote for it too :-), the more the best! https://co...Leer más
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