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RTank7
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Member since ‎Aug 22, 2022
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  • Upvotes Given
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Rich Tank

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RTank7 on August 24, 2023
It would be great to report on goals in Reports and dashboards, just like any other object. My use case is to add the team Quarterly goal to my Deals report, which is a pretty common use case for most sales leaders.
3 upvotes
5 Replies
Participant
August 31, 2023
Hi Kirsten, I did realsied that is what I intended to do! I posted it here last week: HubSpot Community - Reporting on Goals - HubSpot Community ...read more
JMaylandOlsen on April 20, 2022
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 read more
141 upvotes
41 Replies
Participant
August 24, 2023
Fully support this idea. My use case is to add the team Quarterly goal to my Deals report (table), which is a pretty common use case for most sales l...read more
RTank7 on August 24, 2023
It would be great to report on goals in Reports and dashboards, just like any other object. My use case is to add the team Quarterly goal to my Deals report, which is a pretty common use case for most sales leaders.
3 upvotes
5 Replies
Participant
August 31, 2023
Hi Kirsten, I did realsied that is what I intended to do! I posted it here last week: HubSpot Community - Reporting on Goals - HubSpot Community ...read more
RTank7 on August 24, 2023
It would be great to report on goals in Reports and dashboards, just like any other object. My use case is to add the team Quarterly goal to my Deals report, which is a pretty common use case for most sales leaders.
3 upvotes
5 Replies
Participant
August 31, 2023
Hi Kirsten, I did realsied that is what I intended to do! I posted it here last week: HubSpot Community - Reporting on Goals - HubSpot Community ...read more
mpatino on November 17, 2020
We need a custom property of type URL for links to diffrent content. For example. If I have specific content on my website for a white paper or a market study I would want quick access to that content from my Deal or Company record. also if we are read more
35 upvotes
5 Replies
Participant
July 10, 2023
This would be great as link names could be added to shortened the URL. Plus the link will work in associated views and I'm sure other locations.
JessicaSmith on February 14, 2019
I've created some custom deal properties which are calculations. I'd like the result of these calculations to be displayed in the currency format.
189 upvotes
58 Replies
Participant
June 29, 2023
This is fantastic, just what I needed for a current project. @shajones can the option " Use record currency instead of company currency" be added...read more
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