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KellyTrapp
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Member since ‎Jun 7, 2022
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Kelly Trapp

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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
KellyTrapp
Participant
October 07, 2022
Ugh...yes. Why do they not have this?? The Goals Section and forcasting is totally useless for us because our FY is July - June.
Rachel_KL on July 02, 2020
Export Parent Company Name
I created a report showing a list of companies that have an associated parent company. The report shows exactly what I want. The issue is when I export that report data. Rather than getting the parent company name, I get the parent company ID. A read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports
49 upvotes
20 Replies
KellyTrapp
Participant
July 26, 2022
Huge issue for us that needs a solution ASAP! I need to not only export Parent names, but I would love to also sort by parent companies in a list as...read more
mbarba on February 24, 2022
Introduce Yourself!
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more
Reply Discussion
72 upvotes
953 Replies
KellyTrapp
Participant
June 07, 2022
What's your current role? Director of Finance & Operations What industry do you currently work in? Non-profit Education What exc...read more
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