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SDavis6
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SDavis6 on January 14, 2022
Alerts: Unassigned email conversation
Our sales team is receiving these notifications and not sure why. I see that others have received this in the past but can't tell how it was resolved. Any ideas on how to fix or what this issue means?
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1 upvote
6 Replies
SDavis6 on October 14, 2021
Revenue share / growth reflected in Hubspot
How are people reflecinting revenue share, revenue growth models in Hubspot? Right now, I just have an option for a total amount but it doesn't reflect the growth trends.
Reply Discussion Starter
1 upvote
3 Replies
SDavis6
Participant
October 15, 2021
Hi Josh, We are looking to track this based on projects for active deals, not closed won. So for example if a proposed deal is based on a curren...read more
Solved
SDavis6 on October 14, 2021
Report of meetings
Does Hubspot have a way to differentiate types of meetings? How it is it pulling these in and differentiating client meetings? For example we have customer meetings for existing accounts for check-ins but meetings with new prospective clients that read more
Reply Discussion Starter
1 upvote
2 Replies
SDavis6 on October 14, 2021
Ranges of forecasted amounts
Is there a best practice for showing what is a proposal amount vs what the forecast amount? Are people using different deal properties to capture this or is there another way to reflect amount ranges or potential upside?
Reply Discussion Starter
0 upvote
2 Replies
SDavis6
Participant
October 14, 2021
Yes, that's correct.
SDavis6 on October 14, 2021
Ranges of forecasted amounts
Is there a best practice for showing what is a proposal amount vs what the forecast amount? Are people using different deal properties to capture this or is there another way to reflect amount ranges or potential upside?
Reply Discussion Starter
0 upvote
2 Replies
SDavis6
Participant
October 14, 2021
Yes, that's correct.
SDavis6 on October 14, 2021
Revenue share / growth reflected in Hubspot
How are people reflecinting revenue share, revenue growth models in Hubspot? Right now, I just have an option for a total amount but it doesn't reflect the growth trends.
Reply Discussion Starter
1 upvote
3 Replies
SDavis6
Participant
October 15, 2021
Hi Josh, We are looking to track this based on projects for active deals, not closed won. So for example if a proposed deal is based on a curren...read more
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