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JMaylandOlsen
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Member since ‎Apr 20, 2022
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Jeanette Mayland Olsen

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C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
JMaylandOlsen
Participant
November 21, 2022
OMG, YES!!! Hubspot please prioritize this one.
JMaylandOlsen on June 03, 2022
Automated logging of meetings invited to by a client
Currently Hubspot cannot automatically log a meeting if the meeting invite is sent from the client. That's even though the client's data is already in the Hubspot account and Hubspot is synced to both email and calendar. I understand Hubspot sho read more
Reply Idea Activity Feed
8 upvotes
2 Replies
JMaylandOlsen on May 03, 2022
Pipe in data from contact, company or deal into playbook
I'd like to suggest the idea that property values can be piped into a playbook just like a playbook today can update a property. This will enable users to create playbooks that easily import relevant data and attach them to, say, support or onbo read more
Reply Idea Playbooks
4 upvotes
0 Reply
Solved
tillyvs21 on January 13, 2022
Conversion rate reporting
I'm looking to add conversion rates to my dashboard as this is a KPI in my company. I can't seem to find a way to calculate this property in a report? Is there anyway around this or any integrated software that I can use?
Reply Discussion Reports
3 upvotes
7 Replies
JMaylandOlsen
Participant
April 25, 2022
Hi @karstenkoehler , When I follow the steps you suggest I get a number, but I'd much rather show a percentage. I cannot find a way to ask for t...read more
JMaylandOlsen on April 20, 2022
Yearly goals should align with fiscal year
Currently it is possible to type in a yearly goal in the goals module, past or present years. But even though an account it set up with a fiscal year that does not align with the calendar year, Hubspot insist that "yearly goals" = calendar year. read more
Reply Idea Sales Reporting
67 upvotes
23 Replies
JMaylandOlsen on April 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
Reply Idea Sales Reporting
189 upvotes
54 Replies
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