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McGhee
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Member since ‎Jun 22, 2021
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  • Upvotes Given
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  • Upvotes Received
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McGhee
Participant
July 14, 2023
Reply to Calculate Margin %
Field type might be listed as calculation, not rollup. Then use sum for the calculation type and then select line itms and then TCV/TCV margin when b...read more
McGhee
Participant
July 12, 2023
Reply to Calculate Margin %
Here's what I did: Created a Products property called Product Group and grouped like Line Items/Products Created Deals proprerties Called (Group) ...read more
McGhee on February 23, 2023
Product Goals
The new goals tool is really powerful, but there is one improvement that would greatly help our org: the ability to set goals for product or filter a revenue goal by certain products. We have product-level goals for our services and our SaaS sub read more
Reply Idea Reports
3 upvotes
1 Reply
McGhee
Participant
November 08, 2022
Reply to Revenue goal progress should account for and show deal splits allocations
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.
McGhee
Participant
October 12, 2022
Reply to Calculate Margin %
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
McGhee
Participant
October 12, 2022
Reply to Calculate Margin %
We also need this as well as the ability to create a workflow so we can alert RevOps if the Margin % for a deal falls below a certain number.
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