Profil

JRisberg
Participant
Membre depuis ‎avr. 22, 2022
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  • Solutions
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  • Réponses
    4
  • Mentions J'aime ajoutées
    32
  • Mentions J'aime obtenues
    6
  • Idées
    2

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Activité

HelenPantel le Mars 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 Lire la suite
Répondre Idée Sales Reporting
144 Mentions J'aime
30 Réponses
JRisberg
Participant
Novembre 08, 2023
Seconding this. Would be very very valuable
Romaindot le Mars 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 Lire la suite
Répondre Idée Meetings
8 Mentions J'aime
4 Réponses
JRisberg
Participant
Novembre 08, 2023
Agree! We would very much like this functionality
Stillskill le Février 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 Lire la suite
Répondre Idée Dashboards & Reports
66 Mentions J'aime
21 Réponses
JRisberg
Participant
Mars 02, 2023
Agree, this would be very very valuable
JMaylandOlsen le Avril 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 Lire la suite
Répondre Idée Sales Reporting
188 Mentions J'aime
54 Réponses
JRisberg
Participant
Janvier 31, 2023
Super important feature to solve for. Feels very weird that only user based goals are possible to have.
Lnderink le Octobre 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 Lire la suite
Répondre Discussion
1 Mention J'aime
7 Réponses
JRisberg
Participant
Janvier 31, 2023
@Lnderink and @Olivia_Bagnall did you manage to solve this issue? Having the same problems currently 🙂
Lnderink le Octobre 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 Lire la suite
Répondre Discussion
1 Mention J'aime
7 Réponses
JRisberg
Participant
Janvier 31, 2023
@Lnderink and @Olivia_Bagnall did you manage to solve this issue? Having the same problems currently 🙂
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