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TainaSipilä
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Member since ‎Dec 1, 2022
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Taina Sipilä

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TainaSipilä on April 17, 2025
Custom object reporting
We are a HubSpot App partner, offering an advanced sales reporting tool embedded in HubSpot. Called Dear Lucy 🧡 We are now thinking of adding support for custom object reporting, so my question would be - do you have a need to report on custom obj read more
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TainaSipilä
Member
April 08, 2024
Reply to How to enable reoccurring deal creation in HubSpot (one-time, monthly, quarterly, annual payments)?
Hi @val_spot_on ! I agree with @trevordjones , line items sound great. Whenever you're ready with the setup, you might wish to take a look at ...read more
TainaSipilä
Member
April 04, 2024
Reply to Determine the effectiveness of the activities performed by the sales force
Hey @RRMG ! You can get these reports with Dear Lucy app. To give you a couple of examples, the most valuable reports could be: activity...read more
TainaSipilä
Member
March 28, 2024
Reply to Closed Won Deals Vs. Quota Report
Hi @CBowler , You can track the month to date quota attainment percentage with Dear Lucy , even with traffic lights if you'd like. Works on i...read more
TainaSipilä
Member
March 21, 2024
Reply to Adding Goals to dashboard
Hi @KLallemont , With Dear Lucy's reporting app, you can set goals for each team member for specific metrics like dialled or connected calls or...read more
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