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TobiasBojesen
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Member since ‎Mar 7, 2022
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Tobias Bojesen

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egp19 on May 29, 2020
Calculated properties for Products
Now that we can create custom properties for Products, can we enable calculated properties for Products? Without this basic feature, our products have quantitative properties that we have to manually calculate before adding to HubSpot. This creates read more
Reply Idea Products and Quotes
253 upvotes
67 Replies
TobiasBojesen
Participant
December 15, 2022
We use Hubspot for quoting and for revenue forecasting and backlog monitoring and it is soooo manual to get cleaned up in post, because the properti...read more
Anupam25 on December 02, 2022
Dynamic Property that tells the revenue in the current year
Hello Hubspot, Can you please create a dynamic property at both company and contact levels such that it gives information about the revenue generated by a particular company or contact in the current year so far (Jan to Dec). I think this can b read more
Reply Idea Contacts & Companies
2 upvotes
1 Reply
TobiasBojesen
Participant
December 14, 2022
Love to see this, but would like to see it split into recurring (ARR) and non-recurring. So two dynamic properties basically.
TobiasBojesen on November 23, 2022
ability to copy (custom) line items to a new deal in a workflow
Hi Hubspot I would like to be able enroll a deal in a workflow and dublicate the deal AND the line items associated with the original deal. Ideally being able to filter on which line items to copy, but as a start just to copy those line items w read more
Reply Idea Products and Quotes Workflows
3 upvotes
2 Replies
matheusjiran on August 31, 2020
Amount in company currency at the Product level
It would be very useful to have an automatically calculated property ate the Product level that converts the Product Amount (or Total Contract Value) to the company currency. Just like there is the 'Amount in company currency' at the Deal level. Wh read more
Reply Idea Products and Quotes
44 upvotes
9 Replies
TobiasBojesen
Participant
October 13, 2022
Hi @matheusjiran This sounds interesting! What would that code look like?
DJClay54 on February 10, 2022
Archive Function on the Deals Board
It would be great if there was an archive function on the deals board. I want to close out 2021 and roll over to 2022. I dont want 2021 business, closed won or closed lost, mixing with fresh 2022 deals when I look at my board. I do not want to dele read more
Reply Idea Deals
1 upvote
1 Reply
TobiasBojesen
Participant
August 19, 2022
Hi DJCLAY54 A simple solution to this is to use filters to and saved/default views to not see the old deals, or if your usecase allows to create a ...read more
Solved
SHiggs on March 25, 2021
Line Item Reporting
Hi Gang, This might be a stupid question, but is there any way to report on Line Item in Deal using the Free CRM? I can't seem to locate this as a report in the report library on the free version. I have even tried to download all the deal read more
Reply Discussion Free
2 upvotes
5 Replies
TobiasBojesen
Participant
March 31, 2022
That is because you are cross reporting on line items properties and deal properties. I have the same issue. I would like to see a amount in com...read more
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