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EXayavong
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Member since ‎Jun 30, 2022
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Eric Xayavong

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EXayavong on September 26, 2024
Tracking Playbook Logging
Hello everyone, I'm trying to set up a table/matrix that can show me if a particular call log is being used or not. So far I can figure out how to show all call notes with this specific product name, but I can't figure out how to get it to show if read more
Reply Discussion Professional
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EXayavong
Participant
August 14, 2024
Reply to Report for line item quantity per month. Single customer
Hi @Josh Yes the filter is the one customer. There should be sales in every month. I posted an image of another report that has the sales by mont...read more
Solved
EXayavong on August 14, 2024
Report for line item quantity per month. Single customer
Hi everyone, I wanted to create a report that can show me the line item count per month for a given company. My team wanted something visual, this is as far as I got.
Reply Discussion Reports
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EXayavong
Participant
August 14, 2024
Reply to Sales by customers per month
Yes worked thank you, used a combination of both solutions
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EXayavong on July 18, 2024
Sales by customers per month
Hi there, hoping someone can assist in helping me make a report in hubspot that would look like the below and also to view by company owners.
Reply Discussion Dashboards Reports
1 upvote
3 Replies
EXayavong
Participant
December 08, 2023
Reply to Integration of HubSpot Sales with Fishbowl Inventory System?
I've started with Fishbowl and integrated Hubspot for CRM. Not sure about the other way around. Still in the process.
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