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JRisberg
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Miembro desde ‎abr 22, 2022
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HelenPantel en Marzo 23, 2023
Add possibility to report on meeting attendees
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on Leer más
Responder Idea Sales Reporting
144 Me gusta
30 Respuestas
JRisberg
Participante
Noviembre 08, 2023
Seconding this. Would be very very valuable
Romaindot en Marzo 07, 2023
Associate multiple USERS when logging a meeting
Hi, We've noticed that when you're manually logging a meeting it is not possible to associate multiple users to that meeting but only contacts. If my colleague and I have a meeting with a client, and I want to log that meeting on the contact's Leer más
Responder Idea Meetings
8 Me gusta
4 Respuestas
JRisberg
Participante
Noviembre 08, 2023
Agree! We would very much like this functionality
Stillskill en Febrero 17, 2022
Adjust Column Width on Reports
It would be great to have the option to adjust the width of columns on a report. Right now, the more columns I add, the more truncated each column name becomes. It makes the report unusable within Hubspot and is forcing us to export and use in Excel Leer más
Responder Idea Dashboards & Reports
66 Me gusta
21 Respuestas
JRisberg
Participante
Marzo 02, 2023
Agree, this would be very very valuable
JMaylandOlsen en Abril 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 Leer más
Responder Idea Sales Reporting
188 Me gusta
54 Respuestas
JRisberg
Participante
Enero 31, 2023
Super important feature to solve for. Feels very weird that only user based goals are possible to have.
Lnderink en Octubre 17, 2022
Sales goal isn't showing in report
Hi, According to a knowledge of hubspot I made goals for 2023, like this: Also I made a report for sales vs target 2023, see underneath. In this report I selected the "include revenue goal" like the image said: But unfortunat Leer más
Responder Conversación
1 Me gusta
7 Respuestas
JRisberg
Participante
Enero 31, 2023
@Lnderink and @Olivia_Bagnall did you manage to solve this issue? Having the same problems currently 🙂
Lnderink en Octubre 17, 2022
Sales goal isn't showing in report
Hi, According to a knowledge of hubspot I made goals for 2023, like this: Also I made a report for sales vs target 2023, see underneath. In this report I selected the "include revenue goal" like the image said: But unfortunat Leer más
Responder Conversación
1 Me gusta
7 Respuestas
JRisberg
Participante
Enero 31, 2023
@Lnderink and @Olivia_Bagnall did you manage to solve this issue? Having the same problems currently 🙂
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