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celiasjr
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Chuck Elias

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celiasjr on March 07, 2022
Track Forecast Over Time
Has anyone created a report that shows sales forecast by sales rep over time? The Forecasting Tool is a great one-time snapshot of the probability adjusted pipe, but we want to compare forecast at the start of each month to actual at the end of tha read more
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celiasjr
Participant
March 07, 2022
I had looked at the Analytics tools but hadn't seen the Sales Analytics Tools or the Over Time section. I also found the report link helpful. Not s...read more
Solved
celiasjr on March 07, 2022
Track Forecast Over Time
Has anyone created a report that shows sales forecast by sales rep over time? The Forecasting Tool is a great one-time snapshot of the probability adjusted pipe, but we want to compare forecast at the start of each month to actual at the end of tha read more
Reply Discussion
0 upvote
2 Replies
celiasjr
Participant
March 07, 2022
I had looked at the Analytics tools but hadn't seen the Sales Analytics Tools or the Over Time section. I also found the report link helpful. Not s...read more
Solved
celiasjr on January 29, 2022
Tracking Sales Rep Activity for other Contact Owners
As our sales team grows, we have run into instances where another sales rep other than the HubSpot Contact Owner is reaching out to a Contact. In most cases this happens when the Contact Owner has been reassigned to another rep but the Contact Owne read more
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Solved
celiasjr on September 02, 2021
Best Practice when Removing Users
We have been using HubSpot CRM for several years but still don't have clear steps for how to handle contacts, companies, deals when a sale rep leaves the company. I get that we can just reassign those to another rep, but it can be thousands of cont read more
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