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RWeber
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Mitglied seit ‎Jun 7, 2021
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Roland Weber

Roland Weber brings a long history of technical business development, sales and leadership across several global leaders in the fields of Construction, Mining & Oil & Gas and Transport, spanning from the America’s through Europe and Africa to Asia and APAC. Organisations included Umicore, a multinational materials technology company headquartered in Belgium; Ultraspin Technology, a global leader in separation technology headquartered in Australia; The Weir Group, a Scottish multinational engineering company headquartered in Glasgow; and MaxiTrans, Australia’s largest manufacturer of transport trailing equipment. Roland Weber received a Graduate Diploma in Management Studies from the University of Cumbria with a focus on leadership and sustainability.

Aktivität

jmacandrews on Februar 17, 2021
Fiscal Year Beta
Hello, I'm seeking the timeline for implementation of this feature into the reporting & analytics areas. We find this feature extremely important, but useless if not applied to reporting and analytics. Our fiscal year begins April 1st and w Beitrag ansehen
Antworten Diskussion
57 Likes
22 Antworten
RWeber
Teilnehmer/-in
Juli 27, 2022
Totally agree, please include this fiscal year for goals, reporting and forecasting feature ASAP. Many thanks
Rangrachel on Juni 26, 2021
Create yearly sales goals
At the moment, we can only create monthly, quarterly goals. If we have a yearly goal for the team, we'd need to break it down by 12 months/quarter. It'll be great if we have the capability to report a yearly goal.
Antworten Idee Analytics Tools
2 Likes
3 Antworten
RWeber
Teilnehmer/-in
Juli 27, 2022
Totally agree, please include this feature ASAP. Many thanks
JMaylandOlsen on April 20, 2022
Yearly goals should align with fiscal year
Currently it is possible to type in a yearly goal in the goals module, past or present years. But even though an account it set up with a fiscal year that does not align with the calendar year, Hubspot insist that "yearly goals" = calendar year. Beitrag ansehen
Antworten Idee Sales Reporting
66 Likes
22 Antworten
RWeber
Teilnehmer/-in
Juli 27, 2022
Totally agree, please include this feature ASAP. Many thanks
keithbt on Juli 16, 2019
Goals - for financial year
There is a fault in Goals within Sales Professional that prevents monthly goals/targets extending beyond the calendar year. Many businesses have financial year that does not align with calendar year (as in my case April to March). In common with man Beitrag ansehen
Antworten Idee Deals
20 Likes
7 Antworten
RWeber
Teilnehmer/-in
Juli 27, 2022
Totally agree, please include this feature ASAP. Many thanks
Matty9 on März 25, 2022
Allow the use of fiscal year when creating revenue goals
Currently, the revenue goals tool is very useful, but it doesn't allow you to make goals in a different year than the year the goal started in, which is not conducive to people who function on a fiscal year rather than calendar year. Please allow fo Beitrag ansehen
Antworten Idee Sales Reporting
8 Likes
8 Antworten
RWeber
Teilnehmer/-in
Juli 27, 2022
Totally agree, please include this feature ASAP. Many thanks
kcgarvin on Oktober 05, 2020
Forecast Date Range- Custom for Fiscal Year
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
Antworten Idee Sales Reporting
89 Likes
64 Antworten
RWeber
Teilnehmer/-in
Juni 11, 2021
same for us, this would be very helpful thanks!
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