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traviskl
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Member since ‎Apr 7, 2022
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traviskl on January 27, 2024
YOY Reporting by Month
I'm trying to build a report that shows revenue growth YOY, broken down by month. I've got a Vertical Bar report built, but it's showing Jan-Dec 2023, then Jan-Dec 2024. I'd like to show Jan 2023 next to Jan 2024 and so on. Any ideas? read more
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traviskl on November 13, 2023
Is it possible to create two tickets based off of one deal?
We're planning to start using tickets to manage collection of client materials. We can sell multiple products that launch in one month, but that are listed as line items in one deal. Here is the workflow I tried to set up, but it only created one ti read more
Reply Discussion Professional
0 upvote
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NBach on October 02, 2023
[Closed] AMA - Get to know Commerce Hub! | October 9 - 13, 2023
  Hey HubSpot Community! I’m Nicoline! I’m a Product Marketer for Commerce Hub at HubSpot. At INBOUND ‘23, we announced the launch of Commerce Hub to help you better grow your business and support your commerce process. As w read more
Reply Discussion AMA
14 upvotes
21 Replies
traviskl
Contributor
October 12, 2023
Actually, I think I figured it out! I set up a workflow with emails with a handful of personalization tokens. Is there a way to have invoices au...read more
NBach on October 02, 2023
[Closed] AMA - Get to know Commerce Hub! | October 9 - 13, 2023
  Hey HubSpot Community! I’m Nicoline! I’m a Product Marketer for Commerce Hub at HubSpot. At INBOUND ‘23, we announced the launch of Commerce Hub to help you better grow your business and support your commerce process. As w read more
Reply Discussion AMA
14 upvotes
21 Replies
traviskl
Contributor
October 12, 2023
Actually, I think I figured it out! I set up a workflow with emails with a handful of personalization tokens. Is there a way to have invoices au...read more
Solved
traviskl on July 10, 2023
Is it possible to create a report from payments only from payment links?
Hi - I'm trying to figure out a way to create a report that only shows payments from Payment Links. I'm building a custom report right now with "Payments" as the primary source, but it won't let me pull in "Payment Link" association field to filter read more
Reply Discussion Professional
1 upvote
3 Replies
traviskl
Contributor
July 12, 2023
Thanks for the reply. You can accept HubSpot Payments through an invoice. I think I figured out a workaround. I basically just needed a report that s...read more
Solved
traviskl on July 10, 2023
Is it possible to create a report from payments only from payment links?
Hi - I'm trying to figure out a way to create a report that only shows payments from Payment Links. I'm building a custom report right now with "Payments" as the primary source, but it won't let me pull in "Payment Link" association field to filter read more
Reply Discussion Professional
1 upvote
3 Replies
traviskl
Contributor
July 12, 2023
Thanks for the reply. You can accept HubSpot Payments through an invoice. I think I figured out a workaround. I basically just needed a report that s...read more
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