Member since ‎Sep 9, 2021
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Tilman Nadolski

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TNadolski on April 26, 2023
It would be great to track the Total Annual Revenue of a Company based on the total dollar amount of closed won deals based on your Portal's Fiscal Year settings. It takes an incredible amount of finesse to make this work via workflows and seem read more
Nick on January 09, 2017
Hello, It would be great to set a quotas on the dashboard that is for the entire organisation. At this moment quotas will need to be set by each individual person and cannot be set on a company level. Being able to set goals on a company level read more
29 Replies
April 26, 2023
It's very common for businesses to forecast at the company level. This seems like a very big miss for a CRM. It would be great to be able to set more
TNadolski on April 20, 2023
I would like to create reports to measure the performance of my sales team relative to the goals we set. These goals would be incorporated in the Custom Report Builder and not the canned Sales Analytics reports (more flexibility). The curren read more
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SColeman9 on December 26, 2022
I would like to create quota performance reports using the Custom Report Builder and not the canned Sales Analytics reports (more flexibility). How can I do this, i.e. how can I access the Goals property or create a custom Quota property that I can read more
4 Replies
April 14, 2023
I attempted this but there are some notable limitations. First off, the actual goals you set for the user do not become a goal 'trend line' in the more
HammockWeb on April 30, 2017
I have quite a few scheduled events on my calendar. it would be helpful if there was a Scheduled Meetings page. Where I could see a list or calendar view of all meetings. I can currently see these meetings on my Google Calendar, but there is a probl read more
101 Replies
February 24, 2023
Could not agree more. If you could mirror the same list view as Calls, that would be such a huge help to see a list of meetings in Hubspot. This more
TNadolski on February 15, 2023
In the Analytics Tool, in the Call outcomes report, you are able to view all outcome type, including custom outcomes you created. For the meeting outcomes report, you are only able to view the standard meeting outcomes which is very limiting. I read more
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