SarahOps

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SarahOps on June 11, 2024

Forecast vs closed

Hi, I'm looking for a way to display forecasted vs closed metric in HubSpot. E.g how much was forecasted (in $) for this quarter vs. how much closed (in $) I've looked at Historical snapshot report but that doesn't give me what I need...any read more

Reply Discussion Enterprise

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SarahOps

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May 28, 2024

Reply to ACV automatic calculation

Hi @Lucila-Andimol , TCV is the total contract value. Some of our contracts are multi-year so TCV/12 would not work....

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SarahOps on May 28, 2024

ACV automatic calculation

Hello, Wondering if anyone can think of a solution to the below problem: I created a custom property to calculate ACV using a formula. The issue I face is that we sometimes have contract durations of less than 12 months. When that is the cas read more

Reply Discussion Sales

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SarahOps on February 05, 2024

Full Team View in Forecast Tool

It would be great to be able to view all deals on the Team view of the forecast tool, instead of having to go into each team member's forecast.

Reply Idea Deals

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