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McGhee
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Member since ‎Jun 22, 2021
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Ryan McGhee

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ANisch on June 09, 2022
Revenue goal progress should account for and show deal splits allocations
Currently, if two or more users split a deal, the deal owner still gets 100% of the deal allocated towards their revenue goal progress. The other users get no allocations. This makes little sense. If a deal is split between two or more users read more
Reply Idea Dashboards & Reports Sales Reporting
30 upvotes
4 Replies
McGhee
Participant
November 08, 2022
We need this as well. We've moved our "actual" quota and commission reporting back into Excel because we have deals with splits this year.
Solved
Edyta7510 on May 23, 2022
Calculate Margin %
Hi All, I need to be able to visualize Margin% = Total contract value margin/ Total contract value HubSpot doesn't have this native property, from what I see it's impossible to create calculated product properties, and at a deal level I cannot u read more
Reply Discussion CRM Deals Enterprise Reports Sales
6 upvotes
12 Replies
McGhee
Participant
October 12, 2022
If HubSpot could create TCV margin as an auto calculated deal property from Line Items, like TCV already is, this would make this easy for us to do. ...read more
Solved
Edyta7510 on May 23, 2022
Calculate Margin %
Hi All, I need to be able to visualize Margin% = Total contract value margin/ Total contract value HubSpot doesn't have this native property, from what I see it's impossible to create calculated product properties, and at a deal level I cannot u read more
Reply Discussion CRM Deals Enterprise Reports Sales
6 upvotes
12 Replies
McGhee
Participant
October 12, 2022
If HubSpot could create TCV margin as an auto calculated deal property from Line Items, like TCV already is, this would make this easy for us to do. ...read more
Stanz on February 23, 2021
Make PandaDoc integration work on deal workflows as well
Hi, We're using the integration with PandaDoc and are quite happy with it. Now we wanted to add a workflow that changes a deal status whenever the status of a PandaDoc document is changed. For example, when the PandaDoc has status 'Sent' we read more
Reply Idea Integrations Workflows
25 upvotes
3 Replies
McGhee
Participant
February 04, 2022
This would help us a lot as well. I'd also love to see available Qwilr workflows for deals and not just contacts. For instance, if a Qwilr is associa...read more
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
533 upvotes
228 Replies
McGhee
Participant
June 23, 2021
@amandafann Thank you so much!
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
533 upvotes
228 Replies
McGhee
Participant
June 23, 2021
@amandafann Thank you so much!
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