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SOKrueger
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Member since ‎Oct 26, 2021
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Sperry Krueger

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dvlachos on May 14, 2021
Brand Colors for Hubspot reporting and dashboards
I often pull data straight from Hubspot for executive presetnations. What would make this even easier, is if I could load my color pallet into Hubspot and use it for reports and dashboards, etc... I think the ability to say load a microsoft th read more
Reply Idea Dashboards & Reports
107 upvotes
34 Replies
SOKrueger
Member
December 05, 2023
This seems to have been implemented??? I'm now seeing our "My Brand kit" as an option in Chart Settings:
kbjornaas on September 20, 2019
Never Log for Meetings and Calendar sync
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of read more
Reply Idea Meetings
201 upvotes
66 Replies
SOKrueger
Member
July 14, 2023
This is a problem that needs to be fixed. If someone wants to put a work meeting (Outlook) on their personal calendar (Google) and they have their go...read more
SOKrueger on March 10, 2022
fiscal year labels in reports
In reports, HubSpot incorrectly defines the f iscal year setting based on the START date rather than the END date. Our fiscal year is July 1 to June 30. R eports that include something in October 2021 and March 2022 are wrongly included in t read more
Reply Idea Sales Reporting
6 upvotes
2 Replies
GRodgers on February 11, 2022
Fiscal Year alignment
Our Fiscal Year is Feb-1-Jan 31. But the year itself is actually the calendar year we end in. So for example, we are in FY2023 right now. I understand HS can't handle this. Has anyone figured a workaround? Would be good if we could set fiscal y read more
Reply Idea Account Settings
2 upvotes
1 Reply
SOKrueger
Member
March 07, 2022
I asked HubSpot about this. Here's the response: I wanted to follow up and inform you that this is working as designed. The Fiscal year setting det...read more
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