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InmaIID
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コミュニティー参加日： ‎2 19, 2021
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  • いいね！した数
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  • いいね！獲得数
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  • ご意見・ご提案
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アクティビティ

JMaylandOlsen 4月 20日, 2022
Team goals & sub-goals
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 続きを読む
返信 アイデア Sales Reporting
188 いいね！
54 コメント
InmaIID
メンバー
2月 06日, 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 2月 23日, 2022
Forecast submission clean up
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 続きを読む
返信 アイデア Sales Reporting
20 いいね！
5 コメント
InmaIID
メンバー
7月 17日, 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...続きを読む
InmaIID 7月 17日, 2023
Forecast doesn't take into account deactivated users
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 続きを読む
返信 アイデア Sales Reporting
6 いいね！
1 コメント
mitchellkp 9月 10日, 2018
DEALS - Add filters for entered stage date
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 続きを読む
返信 アイデア Deals
58 いいね！
9 コメント
InmaIID
メンバー
3月 28日, 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...続きを読む
InmaIID 3月 28日, 2022
Conversation rate across pipelines
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 ( 続きを読む
返信 アイデア Dashboards & Reports
8 いいね！
1 コメント
InmaIID 2月 23日, 2022
Forecast submission clean up
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 続きを読む
返信 アイデア Sales Reporting
20 いいね！
5 コメント
InmaIID
メンバー
7月 17日, 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...続きを読む
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