Member since ‎Jan 31, 2023
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Emerson McCuin

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hoyahess on October 03, 2023
Connecting my Hubspot data to Excel or a data visualization tool like PowerBI or Tableau should be so easy! I need to create real-time dashboards or reports that are sharable with customers without any need for manual updating. I don't have time read more
February 02, 2024
I do this with Pulls data from HubSpot into Excel or Google Sheets. Power BI or Tableau to your heart's content after that!
BLinn on March 23, 2023
Our company recently encountered problems creating line items to reflect TCV, ACV, MRR, and billing accurately. Our client is signing a 3-year contract and wants to pay upfront. We want this to reflect in the revenue booking for dashboard rev read more
11 Replies
July 04, 2023
Billing Frequency will multiply the selection you choose (monthly, annually, etc) by the term x net price. What you want to do is keep the Billing more
leenalzubi on April 09, 2023
Hello! I am trying to find a way to: 1. Find the # of days a ticket spends in a partocular stage within the ticket pipeline 2. Find the probability of a ticket reaching a stage (such as churned/ saved) once it enters a particular stage read more
1 upvote
4 Replies
April 30, 2023
There is a way to determine time in ticket stages, though it requires a bit of configuration. You need to create datetime properties to stamp the more
Monjogard on February 02, 2021
Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more
47 Replies
March 31, 2023
This is a basic feature that should be included.
kaburke on April 08, 2020
It would be great if playbooks could be formatted so that the sales rep can ask particular questions, select the drop-down options available and then the next fields would show or you could have 'progressive fields' that would show dependent on the read more
4 Replies
March 31, 2023
Can these Ideas be merged?
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