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SWest1
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Member since ‎Jan 11, 2022
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rjperez on February 20, 2019
Set Dashboard View for All Users
Hello HubSpot Community, Does anyone else see any merit in having the ability to set a default dashboard view for multiple users. For example, I would like to create a sales dashboard and make that default dasbhoard for everyone in my sales read more
Reply Idea Sales Reporting
27 upvotes
9 Replies
SWest1
Member
July 30, 2022
Please implement this Hubspot!
Geo on February 12, 2019
Autocalculate margin & gross margin
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an read more
Reply Idea Deals Sales Reporting
139 upvotes
81 Replies
SWest1
Member
April 28, 2022
Definitely needed. We really need to create reports based on not only revenue, but also margin (the most important number!)
NilsK on January 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Reply Idea Products & Quotes
502 upvotes
182 Replies
SWest1
Member
February 16, 2022
Hubspot is so good in some areas but also SO poor in others. How on earth does a Quote formulating CRM not have an automatic VAT calculation/section?...read more
SWest1 on January 14, 2022
'Never Log' button in Contacts section
Please add a 'Never Log' button to the headings in the Contacts list, along side the 'Asign', 'Edit' 'Delete' buttons. This would save a lot of time/back and forth. By having this feature, we could then click each contact in bulk that we don' read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
KGutteridge on September 27, 2021
Editing and saving column widths
The platform appears to 'lose' the formatting of a saved (contacts) View after a day or so. When I save a view, it works fine immediately, but when I come back to it later or the next day, it has lost the column-width fomatting, so it won't fit on t read more
Reply Idea Contacts & Companies
9 upvotes
4 Replies
SWest1
Member
January 11, 2022
It baffles me that one of the world's leading CRM's cannot save a customised view after you adjust column widths. Please add this ASAP Hubspot!
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