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FDevine
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Membre depuis ‎août 26, 2021
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  • Solutions
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  • Réponses
    3
  • Mentions J'aime ajoutées
    48
  • Mentions J'aime obtenues
    21
  • Idées
    1

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Frank Devine

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BrunAlbuquerque le Mai 12, 2022
Forecast Weighted
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 Lire la suite
Répondre Idée Account Settings Analytics Tools Deals
12 Mentions J'aime
8 Réponses
FDevine
Participant
Janvier 13, 2023
@SRoberts I totally agree! I've also had that challenge with trying to sort between different deal types in the forecast. As a FoodTech company, we...Lire la suite
FDevine le Octobre 31, 2022
Include Zeros in Forecast Reports
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 Lire la suite
Répondre Idée Sales Reporting
17 Mentions J'aime
2 Réponses
AMulready le Juillet 15, 2022
Edit Goals in Forecasting
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
Répondre Idée Analytics Tools
7 Mentions J'aime
3 Réponses
FDevine
Participant
Octobre 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...Lire la suite
BrunAlbuquerque le Mai 12, 2022
Forecast Weighted
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 Lire la suite
Répondre Idée Account Settings Analytics Tools Deals
12 Mentions J'aime
8 Réponses
FDevine
Participant
Janvier 13, 2023
@SRoberts I totally agree! I've also had that challenge with trying to sort between different deal types in the forecast. As a FoodTech company, we...Lire la suite
SFung le Janvier 12, 2022
Add List Membership as a column in contact view
Répondre Idée Contacts & Companies
14 Mentions J'aime
10 Réponses
FDevine
Participant
Juin 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...Lire la suite
Dherries le Avril 13, 2022
Show List Membership
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 Lire la suite
Répondre Idée Contacts & Companies Lists
14 Mentions J'aime
8 Réponses
FDevine
Participant
Juin 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 ...Lire la suite
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