Profile

KWhelan
Contributor
Member since ‎Mar 27, 2022
Message
  • solutions
    0
  • Replies
    6
  • Upvotes Given
    23
  • Upvotes Received
    6
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Kelly Whelan

This user hasn't created a bio yet. Edit your own profile here!

Activity

KWhelan on March 22, 2024
Deal Structure for Monthly Subscription with High Potential Churn
My company has a series of one-time payment products and is adding a subscription product. We will bill monthly, and the contract will require a 3-month commitment. We do political work, so most contracts will end soon after the elections in Novembe read more
Reply Discussion Enterprise
0 upvote
2 Replies
AnnaQ on March 12, 2024
Legacy Quickbooks Online (QBO) integration is being retired in favor of the new integration
What’s changing about Hubspot’s QBO Integration? HubSpot still has an integration with QuickBooks Online (QBO), and that integration remains a top priority for us. We launched a new QBO integration in 2023 and we are now working on helping us read more
Reply Blog Account & Billing All Product Groups Integrations
0 upvote
56 Replies
KWhelan
Contributor
March 14, 2024
We had something break with the old integration and were getting error messages referencing our integration as "legacy" and I assumed the new integra...read more
Bridget2 on August 10, 2022
Custom Goals Report
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
Reply Discussion Reports
24 upvotes
6 Replies
KWhelan
Contributor
June 21, 2023
I am interested in this as well. I am trying to create a custom goals report that takes line items into consideration
Solved
KWhelan on April 13, 2023
Track deals that have a guaranteed minimum for a specific product
Our finance team wants to be able to track deals that have a guaranteed minimum for a specific product. We don't have this for every deal. Ideally, they'd easily be able to see "unit price" * "amount of the minimum" for the guaranteed amount of reve read more
Reply Discussion Workflows
0 upvote
2 Replies
IW on September 09, 2020
Company domains with sub domains
Currently, hubspot does not recognise the subdomains in a company domain. So if I have a company with the domain vet.universityX.edu and one with med.universityX.edu hubspot adds and email to decan@vet.universityX.edu to both companies. That is very read more
Reply Idea Contacts & Companies
17 upvotes
4 Replies
KWhelan
Contributor
April 10, 2023
This is an issue for us as well. We have government entities and Hubspot keeps combining them. Another issue I'm experiencing is people with a google...read more
JRamsey7 on August 20, 2022
Folders to Organize Reports & Dashboards
How does this not exist? There are folders to organize workflows, but not reports or dashboards. This is a major oversight. I have found numerous discussions here and elswhere with many other folx interested in this feature. Can we please read more
Reply Idea Marketing Reporting
94 upvotes
25 Replies
KWhelan
Contributor
January 31, 2023
+1
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.