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mzberger
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Miembro desde ‎may 11, 2021
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mzberger en Junio 03, 2021
Reporting by dates
Hi there, Hubspot is getting rid of cross-object reports and replacing it with something else… On cross-object reports you can filter the date by ‘last week, last month, quarter up to now’ etc. i.e. date range and represented in different Leer más
Responder Idea Analytics Tools Dashboards & Reports Marketing Reporting Sales Reporting
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SamanthaA en Octubre 19, 2020
Ability to report on all products, not just line items (products associated with deals)
Right now when creating a product report, only line items, or products associated with a deal, show up in the report. It would be ideal to be able to report on all products, including those that are not currently associated with a deal.
Responder Idea Dashboards & Reports Products and Quotes
41 Me gusta
13 Respuestas
mzberger
Participante
Junio 03, 2021
Hi, I can see that there have been three similar posts and I have just upvoted all three. It would be great if you could report on unique prod...Leer más
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mzberger en Junio 03, 2021
Product Reporting
Hi, It would be great if you could report on unique products specifically. Not just line items. At the moment, surfacing any product information in a report comes up as line items. These are not unique and are associated with deals. Any Leer más
Responder Conversación CRM Custom Objects Dashboards Professional Reports
11 Me gusta
2 Respuestas
mzberger
Participante
Junio 03, 2021
Thank you Karsten!
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mzberger en Junio 03, 2021
Product Reporting
Hi, It would be great if you could report on unique products specifically. Not just line items. At the moment, surfacing any product information in a report comes up as line items. These are not unique and are associated with deals. Any Leer más
Responder Conversación CRM Custom Objects Dashboards Professional Reports
11 Me gusta
2 Respuestas
mzberger
Participante
Junio 03, 2021
Thank you Karsten!
mzberger en May 11, 2021
Associating a Deal to a Ticket when creating a new Ticket
Hi all, When creating a ticket, you can associate it with a Company or a Contact (see attached #1). It would be awesome if you could also associate it to a Deal. This would be of great value to my company because of today, we have to man Leer más
Responder Idea Deals Properties Tickets
1 Me gusta
1 Respuestas
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