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SColeman9
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Member since ‎Dec 26, 2022
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SColeman9
Participant
February 20, 2025
Reply to Forecasting against goals without creating numerous properties
Thanks very much for sending. On vacation now but will look at it next week when I get back.
SColeman9
Participant
February 18, 2025
Reply to Forecasting against goals without creating numerous properties
Sure, please tell me about it thanks
Solved
SColeman9 on February 17, 2025
Forecasting against goals without creating numerous properties
I am trying to instantiate a forecasting spreadsheet in HubSpot and also provide reporting against monthly, quarterly and annual goals (see table below). These require many Finance and Sales inputs: 12 monthly, 4 Quarterly and 1 annually for each G read more
Reply Discussion CRM Reports
0 upvote
4 Replies
SColeman9
Participant
January 27, 2025
Reply to Dataset issue combining aggregate and non-aggregate properties
Thanks very much Ryan - I figured out the issue, so I'm all set.
Solved
SColeman9 on January 18, 2025
Dataset issue combining aggregate and non-aggregate properties
I am trying to create a Run Rate% that estimates a revenue percent based on forecast with the following dataset properties: - Q1 QTD Sum : Sum of revenue numbers from about 100 companies - Days Elapsed in Q1 25 : a calculated dataset property (ve read more
Reply Discussion Enterprise Reports
0 upvote
3 Replies
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SColeman9 on May 21, 2024
Problem importing data into a Custom Object and the Contact Object
I am trying to import marketing form data from an export of submissions to a custom object I have created a custom object (called Marketing Forms) to track form activity Demos Webinars Ebook downloads Etc I created a many to read more
Reply Discussion Custom Objects Enterprise Forms
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