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FDevine
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Member since ‎Aug 26, 2021
  • solutions
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  • Replies
    3
  • Upvotes Given
    45
  • Upvotes Received
    20
  • Ideas
    1

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Frank Devine

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FDevine on October 31, 2022
We recently rolled out the forecasting tool in Hubspot and it's a pretty good v1 but with one glaring issue. Reps who haven't sold anything and aren't forecasting any sales in a month are NOT included in the Weighted Forecast reporting from the Sal read more
17 upvotes
2 Replies
AMulready on July 15, 2022
At the moment you can't add more team members to an exisiting goal and are required to create a new goal each time. The ability to add a memeber each time would be very handy as it's an available option for all other parts of HubSpot
2 upvotes
1 Reply
Participant
October 31, 2022
I've 100% had this same issue. It's annoying to have to manually create a new goal for each hire we make (at least 1/week). Give me the ability to cr...read more
BrunAlbuquerque on May 12, 2022
In our company we use the value field ARR instead of amount HS default field to calculate our forecast and targets - and it is really annoying that we can't use the field that we use to put our ARR value in the calculation of our forecast. Would be read more
Participant
October 31, 2022
I know the forecasting tool is new but giving us the ability as admins to customize the fields used to construct the forecast would be ideal. We use ...read more
Participant
June 29, 2022
This is a much needed feature. How do I know this? There are 4 total tickets asking for the same thing and I came here today to submit my own request...read more
Dherries on April 13, 2022
I would like to see either: 1. Show contact List Membership on the "Contacts" List page in a column Or if not that: 2. Show List Membership in the "List Memberships" box without having to open the List Membership to see membership. The system re read more
Participant
June 29, 2022
@Dherries in my experience, this can be a long process. We have to get more people's attention to this need and the existing request to upvote. If ...read more
AGawlik on October 27, 2021
It would be really helpful to have the option to display a column with a contact's list memberships in both the "Contacts" page and "Lists" page. This would allow you to quickly see if multiple contacts are or aren't members of a specific list.
3 upvotes
2 Replies
Participant
June 29, 2022
This is a much needed feature. How do I know this? There are 4 total tickets asking for the same thing and I came here today to submit my own request...read more
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