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TNadolski
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Member since ‎Sep 9, 2021
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Tilman Nadolski

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TNadolski on April 26, 2023
Company Total Annual Revenue
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
Reply Idea Contacts & Companies
0 upvote
0 Reply
Nick on January 09, 2017
Set company goals (quotas)
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
Reply Idea Sales Reporting
63 upvotes
29 Replies
TNadolski
Participant
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 Annu...read more
TNadolski on April 20, 2023
Reporting on Goals or Quotas using the Custom Report Builder (vs. Sales Analytics)
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
Reply Idea Sales Reporting
0 upvote
0 Reply
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SColeman9 on December 26, 2022
Reporting on Goals or Quotas using the Custom Report Builder (vs. Sales Analytics)
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
Reply Discussion
4 upvotes
4 Replies
TNadolski
Participant
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 re...read more
HammockWeb on April 30, 2017
Scheduled Meetings View
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
Reply Idea Meetings
294 upvotes
101 Replies
TNadolski
Participant
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 woul...read more
TNadolski on February 15, 2023
Call & Meeting Outcome Analytics
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
Reply Idea Analytics Tools
0 upvote
0 Reply
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